Frequently asked questions for CSI Portfolio Management Techniques (PMT): exam structure, route fit, topic weighting, and exact-practice use.
Confirm current CSI and CIRO proficiency rules directly with the official sources before enrolling or relying on older route notes.
Quick links:
CSI publishes PMT structure on the official Exam Credits page. The current reference structure is a proctored multiple-choice exam with 100 questions, a 3-hour time limit, a 60% passing mark, and up to 3 attempts.
From CSI’s official weighting table, PMT breaks down this way:
That weighting makes fixed income, equity management, and portfolio operations the core first-pass review priorities.
PMT is the discretionary and institutional portfolio-management lane. It fits candidates who need stronger mandate design, operating-model discipline, advanced portfolio techniques, alternatives due diligence, and reporting or attribution judgment.
PMT is more institutional, operational, and discretionary-management focused. AIS is more advanced wealth-management and client-solution focused. If your real need is portfolio-management firm workflow, benchmark discipline, and mandate control, PMT is the better fit.
No. As of April 13, 2026, CSI’s current PMT course page says that effective January 1, 2026 PMT is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. CSI also notes there may be circumstances where PMT is accepted for the CIM designation, so confirm your exact route directly with the current official sources.
Start with portfolio operations, equity management, and fixed-income management because they cover the most surface area and give context to later questions on mandates, derivatives, attribution, and alternatives.
Yes. PMT now has an exact web practice page on MasteryExamPrep. Use this guide for route fit and review, then move into exact web practice when you are ready to train speed on the 100-question structure.
A common mistake is treating PMT like a pure investment-products exam. Better answers usually account for mandates, operational controls, benchmark context, implementation process, and reporting consequences in the same frame.
Yes. Use this site as your study map and review layer, but use CSI’s official course, curriculum, and exam-credits pages as the source of truth for structure, weighting, and current route notes.
Use Official Resources. That page points to the current CSI course, curriculum, exam-credits pages, and CIM requirements page, which are the right places to confirm scope and current route status.