The Preferred CIM Designation Study Provider!

Why Choose Exam Success?

Simply put, we provide easy to understand study materials that are written in everyday language with the sole focus of helping exam candidates learn the key concepts they need to know to pass their exams.

Exam Success provides CIM exam prep learning resources for candidates writing the AIS exam, IMT exam and the PMT exam.

We are the only provider in Canada that includes full solutions in our test banks and has up to date CIM study material that are based on the most recent exam outline published by the Canadian Securities Institute (CSI).

Our Question Test Banks provide practice questions for the Advanced Investments Strategies Course (AIS), the Investment Management Techniques Course (IMT), and the Portfolio Management Techniques Course (PMT).

CIM (AIS, IMT, PMT) Exam Prep Learning Resources:

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You will receive login instructions by email (usually within 30 minutes).


Self Study

Financial Math Workbook - PDF Format

A primer covering key financial math concepts that exam Candidates are expected to know.



Topics Covered

  • Basic math operations
  • Time value of money calculations
  • Bond math
  • Duration calculations
  • Accrued interest calculations
  • Dividend discount model calculations
  • Mutual fund calculations
  • Portfolio management theory calculations
  • Financial statement ratios
  • NPV and IRR calculations
  • Time weighted rate of return calculations
  • Standard deviation
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$39

IMT Debt Securities Notes - PDF Format

Summary notes covering the Debt Securities (Chapters 8, 9 and 10).


  • The text is almost 90 pages and makes it seem so complex, our notes are only 40 pages and make it more understandable!
  • Prof. Gordon has written the material, so you know it its coming from an exam prep expert!
  • Keep in mind, the debt material is one of the largest sections on the exam and the difference between passing and failing usually comes down to how well you do on the debt material.
  • Read our notes, save time and get those valuable extra marks you need to pass!

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$49

PMT Debt Securities Workbook - PDF Format

Summary notes and learning exercises covering the Debt Securities.


  • The text is 50 pages and makes it seem so complex, our notes are only 25 pages and make it more understandable!
  • Prof. Gordon has written the material, so you know it its coming from an exam prep expert!
  • Keep in mind, the debt material is one of the largest sections on the exam and the difference between passing and failing usually comes down to how well you do on the debt material.
  • Read our notes, save time and get those valuable extra marks you need to pass!

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$49

AIS Question Test Bank - Online

Designed to help students enrolled in the Advanced Investments Strategies course offered by the CSI Global.

A self study Learning Resource site providing exam-level practice questions to help you efficiently and effectively reinforce your knowledge and tie together the exam critical complex learning concepts.



Highlights

  • 400+ multiple choice Q&A organized by AIS Chapter
  • 2 - "mini mock" practice tests covering all chapters
  • Unlimited attempts at each quiz - results tracked
  • Free repeats - access remains open until you pass*
Try a few Questions
$99

IMT Question Test Bank - Online

Designed to help students enrolled in the Investment Management Techniques course offered by the CSI Global.

A self study Learning Resource site providing exam-level practice questions to help you efficiently and effectively reinforce your knowledge and tie together the exam critical complex learning concepts.



Highlights

  • 500+ multiple choice Q&A organized by IMT Chapter
  • 3 - "mini mock" practice tests covering all chapters
  • A Financial Math review quiz (20 Questions) 
  • Exam 2: 4 Case Studies (each with 7 or 8 questions)
  • Unlimited attempts at each quiz - results tracked
  • Free repeats - access remains open until you pass*
Try a few Questions
$99

PMT Question Test Bank - Online

Designed to help students enrolled in the Portfolio Management Techniques course offered by the CSI Global.

A self study Learning Resource site providing exam-level practice questions to help you efficiently and effectively reinforce your knowledge and tie together the exam critical complex learning concepts.



Highlights

  • 300+ multiple choice Q&A organized by PMT Chapter
  • 3 - "mini mock" practice tests covering all chapters
  • AIS/IMT review quiz (35 Questions)
  • Unlimited attempts at each quiz - results tracked
  • Free repeats - access remains open until you pass*
Try a few Questions
$99

IMT + PMT Question Test Bank Bundle - Online

Purchase both Test Banks and Save 25%

$149
Bundle saves you 25%

AIS + PMT Question Test Bank Bundle - Online

Purchase both Test Banks and Save 25%

$149

Bundle saves you 25%

About the CIM Designation

The Chartered Investment Manager designation (CIM) is offered by the Canadian Securities Institute (CSI). It is a sought after designation for IAs who want to qualify for discretionary management. To earn the Chartered Investment Manager designation Candidates must complete education courses such as the Advanced Investment Strategies course (AIS), the Investment Management Techniques course (IMT) and the Portfolio Management Techniques course (PMT), all offered by the CSI. there is also a requirement to have financial industry work experience to gain the CIM designation.

Notes:

  1. Our CIM Learning Resources are based on the exam "Outlines" published by the CSI and are conveniently accessible anywhere, 24/7 through the Exam Success On-Line Learning Centre.
  2. Prices do not include 13% HST.
  3. *Unlimited access period is for the lesser of: 730 days (2 years) since the date of your enrolment or completion of your exams.

IMT Summary Notes


Debt Securities

Chapters 8, 9 & 10

Straight to the point!

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PMT Debt Securities Workbook


Straight to the point!

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"Yippeee, I passed PMT- couldn't have done it without Exam Success! Your Q & A's by chapter, mock exams were extremely helpful!"

J. Behan, CIM

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"I passed the AIS exam Monday and got 80% ! The exam was quite easy. Your math workbook & aids helped me a lot."

S. Gamache, CIM

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"I passed the CIM! Your IMT and PMT Debt Notes made the concepts easy to understand and definitely helped!"

Gabriel Romano, CIM

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"I enjoyed using your CIM materials. Your Q banks were great at helping me fill in the gaps without having to spend too much time with the text!"

R. Debski, CIM

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"Thanks, your notes for the AIS were excellent. The questions you provided were much harder than the ones on the actual exam."

James Butler, CIM

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"Thanks, I passed IMT Exam 1 on my first attempt (72%)!"

Brett Graham, CIM

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"I passed the PMT! Your questions were a great resource that helped a lot...thanks!"

Carla Chase, CIM

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