This 4-day IMT® seminar will assist those preparing for the CSI Investment Management Techniques exams one and two.
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.
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.
Beginning January 2021 classes will be held at WaterPark Place, 20 Bay Street Toronto
Note: Ontario’s lockdown has been extended until at least May 20, 2021
May 3-6, 2021 Cancelled
June 21-24 Cancelled due to Ontario Covid reopen schedule
August 3-6, 2021 Provided Covid reopening allows
October 19-22, 2021
December 6-9, 2021
Note: Registrations will be taken through the website only – see the green Register Online button below.
The online registration process will take a pre-authorization on your credit card but no funds will be deducted until we confirm the class is going forward.
You will receive an auto response from the website saying your ‘order’ has been received and we will email your confirmation once the registration has been processed.
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Lectures: 8:30 AM to 6:30 PM
Total Hours of Instruction: 32 hours
Investment: $995 + HST
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.
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.
Always good info and preparation for exams. September 2020
Ron explains everything in a logical intuitive manner. Excellent knowledge. September 2020
Well prepared, efficient, professional! Long days. September 2019
Ron, you are easy to follow, your teaching style is very effective. Concise and focused on necessary content. September 2019
Best Teacher I've ever had! November 2019
This is the best and most disciplined way to prepare for this exam! May 2019
What I liked best? Having Ron put the text book into a matter of flow, not chapter by chapter. Building a base of information each day. The work book and quiz book! May 2019
Ron has a great way of explaining concepts so they are memorable and you can understand. He is funny and truly cares that we are learning this information. Amazing course, and I don't think I could do this without Ron's instruction. May 2019
Worth the price of entry. Excellent review and prep course. Liked the focused approach. May 2019
Instructor was wonderful. Made learning fun and concepts initially difficult, elementary. Would highly recommend the course. November 2018
Excellent! Very specific and great overall understanding of material. Ron is as good March 2018
Very effective. Clear, meticulous., patience maintained by the instructor throughout the seminar. 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. January 2018
Great - Ron was clear and concise. Great information and presentation. 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. 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! 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. October 2017
Very worthwhile course which I would certainly recommend. October 2017
Very well done! Ron is exceptional. I would definitely come back, and recommend Foran. 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. June 2017
Ron, really well done. I’m sure you’ll see me again for additional requirements. June 2017
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. 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. November 2016
Ron offers a very well structured approach to understanding 100 hours of course material in four days. November 2016
Lots of material to cover, but it was well organized and presented. Very knowledgeable and helpful with his learning/memorizing techniques. November 2016
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. 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 career. May 2015
Great job - clear - knowledgeable. Easy to follow. Focuses on what's important, the 'need to know' info. May 2015
You make everything simple to understand. Morning recap is key! Your passion for teaching shows. 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. May 2015
Ron is an excellent instructor. Knowledgeable, fun, entertaining, excellent use of examples and scenarios. 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 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. 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. March 2014
Just excellent. Absolutely worth the time and cost – an excellent investment! (And) a superior instructor who was able to teach February 2014
Ron was (as always) SUPER great…..it’s the ONLY way to do one of these courses….for sure. January, 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. January, 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. June, 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.