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CSI IMT Exam 2 Guide

CSI IMT Exam 2 guide with current case structure, route-status notes, study priorities, and exact web practice.

Use this page as the main guide home for CSI IMT Exam 2. This is the case-based second half of the IMT route, so the linked pages are built to keep case reading, constraint extraction, official resources, and exact IMT Exam 2 web practice on MasteryExamPrep in one place.

Exam snapshot

ItemValue
ProviderCSI
Current structure50 multiple-choice questions across multiple cases
Time limit3 hours
Passing grade60%
Official study guidance80 to 100 hours
Strongest focuscase judgment across allocation, securities, 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 2 fits

If you mainly need…Better first instinct
the case-based second half of the full IMT routeIMT Exam 2
the first multiple-choice half and the formulas layer firstIMT Exam 1
later discretionary portfolio-management operations and reportingPMT
broader advanced wealth or portfolio judgment beyond the IMT foundationAIS

Topic map used for this guide

DomainWeight
Investment Policy and Understanding Risk Profile16%
Asset Allocation and Investment Management14%
Equity Securities14%
Debt Securities18%
Managed Products14%
International Investing, Investment Risk and Impediments to Wealth Accumulation16%
Portfolio Monitoring and Performance Evaluation8%

What stronger IMT Exam 2 answers usually do

  • identify the controlling objective or constraint before they touch a formula
  • reject answers that violate liquidity, tax, or risk-capacity facts even if the product sounds attractive
  • choose the stronger next step in sequence, not just the most technical option on the page
  • use monitoring and rebalancing logic as part of the case, not as an afterthought

In this section

Revised on Thursday, April 23, 2026