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CIM Vouchers

“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

Home > Learning > Designation Pathways > Chartered Investment Manager (CIM®) > CIM Vouchers

CIM® Voucher

Bundle & Save More: To help you get closer to achieving your CIM® designation, we’ve packaged some courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your CIM® designation. All courses include a hard-copy textbook(s), where applicable.

Before selecting your option, please refer to your ‘Pathway’ to ensure you’re enrolling in the correct option. Please note, you must also complete the Canadian Securities Course (CSC®) as well as one of the enrollment options below to earn your Chartered Investment Manager designation.

The Enrol by Program option is a convenient and cost-effective way to work towards your CIM® designation. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you’re ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!

Click to expand and learn more about each product.

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Option 1 - Wealth Management Essentials, Advanced Investment Strategies, and Portfolio Management Techniques

$N/A

Add to cart

Option 2 - Investment Management Techniques and Portfolio Management Techniques

$N/A

Add to cart

Option 3 - Advanced Investment Strategies and Portfolio Management Techniques (For WME Completers Only)

$N/A

Add to cart

Conquer the Financial Services Landscape with the CSC®

CFSA: Preferred Credential for Personal Bankers

PFP® Approved Under FSRA Title Regulation

Explore Multiple Career Paths

Meet CE Requirements Quickly and Easily

Drive Effective Client Conversations

Explore Multiple Career Paths

Canadian Securities Course CSC®

Preparing to Take Your CSI Exam?

Credentials That Matter

FCSI® – The Highest Honour in Financial Services

PFP® – The Premier Credential for Financial Planners

CIM® – The Recognized Credential for Investment Managers

CIWM – The Leading Credential for Wealth Managers

DFSA - The leading credential for financial advice in Canada

MTI® – Prestigious Credential for Trust & Wealth Managers

Find Qualified Candidates Faster

Find Qualified Candidates Faster

Beyond CSC®: How to Jump-Start Your Financial Career | Aug 30, 2023

Webinars to Boost Financial Literacy

Become a Speaker With CSI

PFP® Approved Under FSRA Title Regulation

PFP® Approved Under FSRA Title Regulation

PFP® Approved Under FSRA Title Regulation

CIM Vouchers

CIM® Voucher

Option 1 - Wealth Management Essentials, Advanced Investment Strategies, and Portfolio Management Techniques

Option 2 - Investment Management Techniques and Portfolio Management Techniques

Option 3 - Advanced Investment Strategies and Portfolio Management Techniques (For WME Completers Only)