Advancing financial careers since 1987


Foran Investment Management Techniques

Foran Course Code: FIMT

Foran's Investment Management Techniques® seminar will interest those enrolled in the CSI Investment Management Techniques Course.  The material covered prepares students for both the general multiple-choice and the case study multiple-choice examinations.

IMT Content Covered:

This four-day seminar covers: the investment management process; understanding a client's risk tolerance; asset allocation and investment strategy; equity securities; analysis of equities securities - economic and industry analysis, company analysis and valuation, and technical analysis; debit securities; analysis of  debit securities - valuation and the term structure of interest rates, price volatility and investment strategies; analysis of conventionally managed products; analysis of non-conventional asset classes and their structures; international investing; managing your clients’ investment risk; impediments to wealth management; portfolio monitoring and performance appraisal; financial math.

Toronto Dates:

May 28-31
July 26-29
September 24-27
November 26-29

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Lectures: 8:30 AM to 6:00 PM
Total Hours of Instruction:
32 hours
Investment: $895 + HST

Register Online 

Vancouver Dates:


Lectures: 8:00 AM to 5:00 PM
Total Hours of Instruction:
32 hours
Investment: $895 + HST

Register Online
Or call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.

Continuing Education Credits: 32

Note on Foran Continuing Education (CE) Credits: Foran Financial Institute issues CE Credits for all of its licensing seminars. However, it is at the discretion of your compliance department whether Foran CE Credits fill CE Credit requirements.

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Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada, the Institute of Canadian Bankers, or any other industry organization.

Excellent! Very specific and great overall understanding of material. Ron is as good as they come!

Stephen McConnell, Bullwealth
March 2018

Very effective. Clear, meticulous., patience maintained by the instructor throughout the seminar.

Ram Chockalingam, Desjardins Financial Security
January 2018

An amazing instructor and advisor support in helping navigate these ever more complex regulatory course requirements. Best thing about the program? Clarity of the instructor. Thank you.

Afif (AJ) Jawad, HollisWealth
January 2018

Great - Ron was clear and concise. Great information and presentation.

Paul McLean, Scotia McLeod
December 2017

Ron combines solid teaching skills with excellent content. Information is broken down into an organized study process. The result provides student with the means to successfully write and pass the exam. Excellent tips to memorize certain teachings. Really appreciated the math work and case study.

Ward Tuttle, RBC Dominion Securities
October 2017

Extremely useful – not sure I could have done CIM without this seminar. Limited math skills make formulas difficult to grasp by reading alone. Ron explains concepts behind formulas. Excellent teacher – great energy and stamina. Merci!

Josee Pelletier
October 2017

Excellent – I will be back! Ron really takes the guess work out. He brought it down to a level that everyone could understand with ease; used examples and humor to get the facts across and made it so easy to understand. It was amazing. Thank you.

Vanessa Benedict, National Bank Wealth Management
October 2017

Very worthwhile course which I would certainly recommend.

Greg Brooks, RBC Securities Global
October 2017

Very well done! Ron is exceptional. I would definitely come back, and recommend Foran.

Dorian Chin, Manulife
October 2017

Breaks and late lunches work – they keep the day flowing. Reviews each morning – excellent, reminder words help with structure.

Lynne Davey, CIBC Private Client
October 2017

Keeps the complex very manageable. The short cut formulas are great. Process is excellent for a diverse knowledge group. Exam preparation notes are great. I feel well prepared for the IMT (exam) now. Thanks Ron.

Scott McElligott, Connor Clark & Lunn Private Capital
June 2017

Ron, really well done. I’m sure you’ll see me again for additional requirements.

Gary W. Gorham, RBC Dominion Securities, London
June 2017

I find that Ron’s approach to learning is quite practical for servicing my client’s needs.  Consider any program that you enrol in at Foran as a direct investment in your business.

James M. DiCenzo, Investment Advisor, IA Securities
November 2016

Very in-depth. I believe this will be very helpful. Ron is very well versed. His knowledge and experience are great. I learned a lot and it was a great summary of the required material for the exam.

Aidan Mullen, CIM, TD Wealth Investment Advisor
November 2016

Very well suited to experienced industry professionals – topical, easy to relate to content but concepts clearly explained and illustrated. Instructor was concise, clear and obviously experienced – knows the purpose of this exam for most of us taking the course. Focus on material needed for testing success, rather than the entire body of material.

Paul Harrison, National Bank Financial, Calgary
November 2016

Ron offers a very well structured approach to understanding 100 hours of course material in four days.

James DiCenzo, Burgeonvest Bick Investments, Hamilton
November 2016

Lots of material to cover, but it was well organized and presented. Very knowledgeable and helpful with his learning/memorizing techniques.

Brian Blair, National Bank Financial, Toronto
November 2016

One student's comments after the seminar:

I just wanted to extend a genuine thank you to Ron.  I had to leave early Sunday and was unable to thank him personally.  He is a fantastic educator and nice man.

After writing the exams:

I am following up as per your request.  I wrote both exams on Friday past - one at 9am and one at 2pm - and passed with flying colours!!  And I can assure you I attribute a large part of that to Ron's classes and teaching....thanks so much.

Joseph Viola, Scotia Wealth
November 2016

Thanks for the insights and excellent 4 days of learning. Your teaching techniques were insightful, easy to follow and time well spent for the future of my carreer.

Paul Litman, BA MBA CFP PFP, BMO Nesbitt Burns
May 2015

Great job - clear - knowledgeable. Easy to follow. Focuses on what's important, the 'need to know' info.

George Sousa, RBC Wealth
May 2015

You make everything simple to understand. Morning recap is key! Your passion for teaching shows.

Allen Finkel, Scotia McLeod
May 2015

Excellent. Great knowledge and cared about our success, not just going through the material. Info delivered in a way to help pass the exam. The four days flew by.

Paul Litman, BMO Nesbitt Burns
May 2015

Ron is an excellent instructor. Knowledgeable, fun, entertaining, excellent use of examples and scenarios.

Karim Jandali, RBC DS
September 2014

Thanks for being so organized and diligent on both the content and the process. Really enjoyed your style Ron. You take a ton of information and make it interesting and fun.

Bruce Bennett, Richardson GMP
Vancouver September 2014

I have completed IMT, PMT and CSC since April. A lot of work which could not have happened without your superb classes. Thank you for the courses. They were worth every dime.
I really appreciated your methodology for covering such vast amounts of terrain. The endless stream of puns and witicisms all helped digest the large amounts of material.

Francis Scotland, Director, Global Macro Research, Brandywine Global Investment Management
June, 2014

I wanted to say thank you as I just successfully completed my PMT and have now attained my CIM. I managed to complete both courses in just over 2 months. Your seminars and notes were very helpful to aid me in successfully completing the exams. Thanks again.

Peter G. Karalis CFP, CIM, FCSI
Investment Advisor, TD Wealth Management
Toronto March 2014

Just excellent. Absolutely worth the time and cost – an excellent investment! (And) a superior instructor who was able to teach difficult material so that it was easily understood and mastered.

John Stewart, TD Wealth Management
Toronto February 2014

Ron was (as always) SUPER great…’s the ONLY way to do one of these courses….for sure.

Michael Nott B.Sc, FCSI, HollisWealth
Vancouver January 20-23, 2014

(This) seminar teaches you everything you need to know to pass the exam. Excellent teacher. Knows his material. Taught the course so everyone could understand.

Ian Shipp, CIBC Wood Gundy
January 16-19, 2014

The seminar provided a great deal of clarity on areas that were unclear. Ron and Doug know exactly what I need to accomplish (my goal for) this program.

John Salisbury, Canaccord Genuity,
IMT June 20-23, 2013

I passed both the IMT course and the PMT course thanks in large part to attending Foran's preparation seminars. (The instructor) focused on key concepts, terms and formulae and demonstrated a real mastery of the material. One of the most professional instructors that I have ever had. I would recommend his seminars to anyone.

George Koidis, CIM, PFP
BMO Nesbitt Burns