CSI Portfolio Management Techniques study guide with topic weights, chapter and section lessons, mandate controls, operations review, Cheat Sheet, FAQs, and practice links.
Use this page as the main CSI Portfolio Management Techniques course guide. PMT is for discretionary and institutional portfolio-management work: mandates, controls, operations, equity and fixed-income techniques, alternatives, and reporting discipline matter as much as investment judgment itself.
Start with the weighted topics and section lessons below, then use the Cheat Sheet for formulas and final recall. Use matching web practice when you want timed mixed review, current progress tracking on Web, and a cleaner handoff from reading into exam-mode repetition.
Managing Fixed Income Portfolios at 19%, then Portfolio Management Organization and Operations and Managing Equity Portfolios at 16% each
Practice status
full exam-specific web practice is live
Current route note
as of April 13, 2026, CSI says that effective January 1, 2026 PMT is no longer acceptable for CIRO approval with an Investment Dealer, though CSI also notes there may be circumstances where PMT is accepted for the CIM designation
Where PMT fits
If the candidate mainly needs…
Better first instinct
discretionary portfolio management, mandates, operations, and reporting
PMT
advanced wealth-management strategy without the full institutional operating model
CSI Portfolio Management Techniques chapter guide for regulation and ethics, with section lessons, mandate controls, operations cues, and review priorities.
CSI Portfolio Management Techniques study guide for mandate authority and managed-account controls, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for ethics, fiduciary duty, and client trust, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for conflicts, culture, and ethical response, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for institutional clients, objectives, and constraints, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for governance, ips, benchmarking, and manager oversight, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for ownership, compensation, and registration structure, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for client segments, service channels, and fee models, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for growth, capacity, and corporate governance, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for front-office workflows and client-facing controls, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for middle/back office controls, exceptions, and escalation, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for equity philosophy, styles, and benchmarks, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for active risk, diversification, and liquidity discipline, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for tax, etfs, and derivative overlays, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for exposure transitions, cash drag, and implementation choices, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for rebalancing, governance, and performance review, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for fixed-income market structure and trade operations, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for sources of return, risks, and management styles, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for box trades, best execution, and operating controls, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for portfolio structures, immunization, and curve positioning, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for high-yield, etfs, and securitized exposure, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for credit derivatives, portfolio adjustments, and review, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques chapter guide for permitted use of derivatives in mutual funds, with section lessons, mandate controls, operations cues, and review priorities.
CSI Portfolio Management Techniques study guide for derivatives uses, benefits, and risk types, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for mandate fit, oversight, and remediation, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for business case, objective, and benchmark design, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for guidelines, risk budgets, and launch readiness, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for wrappers, pricing, and implementation choices, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for approval, conflicts, and post-launch governance, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques chapter guide for alternative investment management, with section lessons, mandate controls, operations cues, and review priorities.
CSI Portfolio Management Techniques study guide for alternative categories, rationale, and portfolio role, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for liquidity, valuation, leverage, and due diligence, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for structures, fees, and benchmark challenges, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for fit, control, reporting, and allocation decisions, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for reporting design, return measurement, and benchmark use, with learning objectives, mandate controls, operations cues, and exam traps.
CSI Portfolio Management Techniques study guide for attribution, pitfalls, and client communication, with learning objectives, mandate controls, operations cues, and exam traps.
A practical Portfolio Management Techniques study plan with 30-day, 60-day, and 90-day tracks aligned to official topic weightings, course-fit notes, and matching web practice.
High-yield PMT review: portfolio manager role and regulation, firm operations, equity and fixed-income techniques, derivatives in funds, mandates, alternatives, and performance reporting and attribution.