CSI IMT Exam 1 study guide with topic weights, chapter and section lessons, IPS review, portfolio formulas, Cheat Sheet, FAQs, and practice links.
Use this page as the main CSI IMT Exam 1 study guide. IMT Exam 1 is the first multiple-choice half of the two-part Investment Management Techniques route, with heavy emphasis on IPS discipline, risk profiling, allocation, securities analysis, managed products, international and tax considerations, wealth drags, and portfolio monitoring.
The guide below puts exam-family intent first: start with the topic weights, move into chapter and section lessons, then use the Cheat Sheet and practice links for final review. Keep the official CSI and CIRO route notes in view if you are using IMT for designation or registration planning.
IPS logic, asset allocation, securities, managed products, risk, 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
CSI IMT Exam 1 study guide for questionnaire limits and risk-profile reconciliation, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for diversification, constraints, and asset-location fit, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for smart beta, responsible investment, and modern implementation, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for direct equity suitability and concentration constraints, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for company statements, business quality, and analytical inputs, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for valuation methods, earnings quality, and estimated value, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for technical analysis foundations and common indicators, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for alternative asset classes and diversification rationale, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for alternative structures, liquidity, and due diligence, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for residence, source, and after-tax cross-border investing, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for risk categories, measurement, and diversification limits, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for hedging tools, basis risk, and implementation tradeoffs, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for behavioural frictions, asset location, and long-term tradeoffs, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for monitoring process, rebalancing, and mandate consistency, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for benchmarks, attribution, and measurement complications, with learning objectives, portfolio decision cues, and exam traps.
CSI IMT Exam 1 study guide for metric selection, after-fee review, and interpretation, with learning objectives, portfolio decision cues, and exam traps.
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 matching 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.