Study guide hub for CSI Portfolio Management Techniques (PMT) with current structure, weighting, route-fit notes, and exact web practice.
Use this page as the main guide home for the CSI Portfolio Management Techniques course on SecuritiesMastery.com. PMT is the discretionary and institutional portfolio-management lane: mandates, controls, operations, equity and fixed-income techniques, alternatives, and reporting discipline matter as much as investment judgment itself.
Use exact 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
Exact 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
A practical Portfolio Management Techniques study plan with 30-day, 60-day, and 90-day tracks aligned to official topic weightings, route-fit notes, and exact 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.