Frequently asked questions for CSI IMT Exam 2: official case structure, topic weighting, common traps, and how to use this guide.
Confirm current CSI and CIRO proficiency rules directly with the official sources before enrolling or relying on older portfolio-path notes.
Quick links:
According to CSI’s current IMT Exam & Credits page, IMT Exam 2 is a proctored exam with multiple cases and multiple-choice questions, 50 questions total, a 3-hour time limit, a 60% passing grade, and up to 3 attempts.
Yes. Exact IMT Exam 2 web practice is live at MasteryExamPrep. Use it once you can consistently identify the controlling objective, constraints, and stronger next step inside a case before you worry about pure speed.
CSI’s current weighting table for IMT Exam 2 is:
That weighting makes debt, policy framing, integrated risk judgment, and product comparison the center of the case-based exam.
Use a strict sequence. First capture the client objective and constraints, including horizon, liquidity, tax, and risk capacity. Then identify what the question is really asking. Eliminate answers that violate a stated constraint or assume facts that are not in the case.
The content overlaps heavily, but Exam 2 rewards application and prioritization. You need to use the same tools from Exam 1 under time pressure across multiple questions tied to one case.
Prioritize IPS and constraint mapping, allocation and rebalancing mechanics, fixed-income sensitivity, product structure including fees and liquidity, and portfolio monitoring or next-step decisions.
Use timed case sets rather than isolated topic drills. Review misses by identifying the missed fact, the wrong priority, and the wrong interpretation or calculation. That turns the review into case-discipline training instead of random answer review.
According to CSI’s current IMT page, effective January 1, 2026, IMT is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. Candidates should confirm the current rule before using IMT for a registration-path decision.
CSI’s current IMT page also says there may be circumstances where IMT is accepted for purposes of the CIM designation. That is exactly the kind of status detail you should confirm directly with CSI before you rely on older notes or third-party summaries.
Use Official Resources. That page points to the current CSI course, curriculum, and exam-credits pages, which are the right source for official structure, weighting, and course-status notes.