CSI IMT Exam 1 guide with current structure, route-status notes, study priorities, and exact web practice.
Use this page as the main guide home for CSI IMT Exam 1. This is the first half of the two-part IMT route, so the linked pages are built to keep IPS logic, allocation judgment, product review, official resources, and exact IMT Exam 1 web practice on MasteryExamPrep together.
IPS logic, asset allocation, securities, managed products, and monitoring
Current route note
As of April 13, 2026, CSI says that effective January 1, 2026 IMT is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. CSI also says there may be circumstances where this course is accepted for the CIM designation. If your reason for taking IMT is registration or designation-related, confirm the current rule directly with CSI and CIRO before you rely on older notes.
Where IMT Exam 1 fits
If you mainly need…
Better first instinct
the first multiple-choice half of the full IMT route
A practical CSI IMT Exam 1 study plan with 30-day, 60-day, and 90-day tracks aligned to the official weighting, current IMT route note, and exact web practice.
Last-mile IMT Exam 1 review: portfolio process + IPS, risk profile and behavioural finance, asset allocation, equity + fixed income essentials, managed products, international/tax, monitoring/performance—plus formulas and a large glossary.