Foran Investment Management Techniques

Foran Course Code: FIMT

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.

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:

August 15-18, 2023 Cancelled
October 16-19, 2023
February 26-29, 2024
April 22-25, 2024 Cancelled
June 17-20, 2024

Note: Registrations are 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 we meet the minimum registrations required to run the class. *See above.

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Lectures: 8:30 AM to 6:30 PM
Total Hours of Instruction:
32 hours
Investment: $995 + HST

Register Online

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.

  • Great tempo, well spoken, knowledgeable instructor. Excellent facility and location. Best $ I’ve ever spent. October 2023

    Kevin Reid Manulife Securities
  • Ron was the best instructor I’ve ever had. October 2023

    Doug Carlisle National Bank Financial
  • Well organized. Lots of tips! October 2023

    Lena Kamenetska Mercer
  • Always good info and preparation for exams. September 2020

    Diego Favero IPCSecurities
  • Ron explains everything in a logical intuitive manner. Excellent knowledge. September 2020

    Phil Mikhail TD
  • Well prepared, efficient, professional! Long days. September 2019

    Micheal Lem BMO NB
  • Ron, you are easy to follow, your teaching style is very effective. Concise and focused on necessary content. September 2019

    Stephanie Desa
  • Best Teacher I've ever had! November 2019

    Anna Hillberry
  • This is the best and most disciplined way to prepare for this exam! May 2019

    John Novachis IPC Securities
  • 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

    Kristen McIntosh National Bank Financial
  • 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

    Christina Chow
  • Worth the price of entry. Excellent review and prep course. Liked the focused approach. May 2019

    Steve Cook Raymond James
  • Instructor was wonderful. Made learning fun and concepts initially difficult, elementary. Would highly recommend the course. November 2018

    Marisa Cobuzzi MD Management
  • Excellent! Very specific and great overall understanding of material. Ron is as good March 2018

    Stephen McConnell Bullwealth
  • Very effective. Clear, meticulous., patience maintained by the instructor throughout the seminar. January 2018

    Ram Chockalingam Desjardins Financial Security
  • 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

    Afif (AJ) Jawad HollisWealth
  • Great - Ron was clear and concise. Great information and presentation. December 2017

    Paul McLean Scotia McLeod
  • 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

    Ward Tuttle RBC Dominion Securities
  • 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

    Josee Pelletier
  • 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

    Vanessa Benedict National Bank Wealth Management
  • Very worthwhile course which I would certainly recommend. October 2017

    Greg Brooks RBC Securities Global
  • Very well done! Ron is exceptional. I would definitely come back, and recommend Foran. October 2017

    Dorian Chin Manulife
  • 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

    Scott McElligott Connor Clark & Lunn Private Capital
  • Ron, really well done. I’m sure you’ll see me again for additional requirements. June 2017

    Gary W. Gorham RBC Dominion Securities, London
  • 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

    Aidan Mullen, CIM, TD Wealth Investment Advisor
  • 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

    Paul Harrison National Bank Financial, Calgary
  • Ron offers a very well structured approach to understanding 100 hours of course material in four days. November 2016

    James DiCenzo Burgeonvest Bick Investments, Hamilton
  • Lots of material to cover, but it was well organized and presented. Very knowledgeable and helpful with his learning/memorizing techniques. November 2016

    Brian Blair
  • 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

    Joseph Viola Scotia Wealth
  • 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

    Paul Litman, BA MBA CFP PFP, BMO Nesbitt Burns
  • Great job - clear - knowledgeable. Easy to follow. Focuses on what's important, the 'need to know' info. May 2015

    George Sousa RBC Wealth
  • You make everything simple to understand. Morning recap is key! Your passion for teaching shows. May 2015

    Allen Finkel Scotia McLeod
  • 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

    Paul Litman BMO Nesbitt Burns
  • Ron is an excellent instructor. Knowledgeable, fun, entertaining, excellent use of examples and scenarios. September 2014

    Karim Jandali RBC DS
  • 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

    Bruce Bennett Richardson GMP
  • 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

    Francis Scotland, Director, Global Macro Research, Brandywine Global Investment Management
  • 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

    Peter G. Karalis CFP, CIM, FCSI Investment Advisor, TD Wealth Management
  • Just excellent. Absolutely worth the time and cost – an excellent investment! (And) a superior instructor who was able to teach  February 2014

    John Stewart TD Wealth Management
  • Ron was (as always) SUPER great…’s the ONLY way to do one of these courses….for sure. January, 2014

    Michael Nott B.Sc, FCSI HollisWealth
  • (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

    Ian Shipp CIBC Wood Gundy
  • 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

    John Salisbury Canaccord Genuity
  • 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