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PMT Resources — Official CSI Links

December 14, 2025

Official CSI resources for PMT: course page, curriculum, exam credits, and current route-status checks around CIRO and CIM.

On this page

Use these links as your source of truth for PMT. That matters more now because PMT has a current route note on the CSI course page around January 1, 2026 CIRO changes and possible CIM-related use.

PMT sits in the deeper discretionary portfolio-management lane, so the official source set matters most when you need to confirm whether you are using it for advanced portfolio-management development, CIM-related progression, or an outdated CIRO-approval assumption.

Start here

Official sources

SourceUse it for
PMT course pageOfficial PMT overview and the current route-status note around CIRO approval and possible CIM use.
PMT curriculumOfficial chapter map for portfolio-management topics, mandates, alternatives, and reporting.
PMT exam creditsOfficial exam structure, weighting, pass mark, and attempt limits.
CIM requirementsOfficial CSI designation-reference page if your reason for keeping PMT is CIM-related rather than CIRO approval related.

What to confirm before you book

SourceWhat to confirm
PMT course pagecurrent route note, especially the January 1, 2026 CIRO change
PMT curriculumwhether your review order still matches the official chapter structure
PMT exam creditscurrent question count, timing, pass mark, attempts, and weighting
CIM requirementswhether you are really using PMT for a CIM-related reason instead of a CIRO approval reason

Current route note

As of April 17, 2026, CSI says that effective January 1, 2026 PMT is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. CSI also says there may be circumstances where the course may still be accepted for purposes of the CIM designation. If route fit matters to you, treat the current PMT course page and the CIRO proficiency site as the controlling sources.

Strongest review sequence

StepWhy it works
start with the course pageit tells you whether PMT is the right route for your use case now
move to the exam-credits pageit tells you how the 100-question paper is weighted
use the curriculum page lastit gives the detailed chapter order once route and weighting are clear
then move into exact web practicethat is the right stage to train speed on the live structure

Common weak resource habits

  • relying on PMT for CIRO Investment Dealer approval without checking the current course note
  • treating PMT as only a techniques paper and ignoring the operating model
  • studying reporting and attribution in isolation from mandates and execution
  • ignoring the difference between CIM-related use and CIRO approval use

Route-choice check

If you mainly need…Better first instinct
deeper discretionary portfolio-management and operating-model depthPMT
a narrower advanced wealth-analysis laneAIS
a broader wealth route before the advanced laneWME Exam 2
designation-related portfolio progressionconfirm the current CIM relevance on the official CSI pages first

How to use these resources for PMT

  • Use the curriculum page to organize the portfolio-management and institutional-investing material before you jump into isolated formulas or policy details.
  • Use the exam-credits page when you need to decide which PMT topics deserve the most repetition in the final phase.
  • Treat the course page as the route-status source and the curriculum plus exam-credits pages as the content-planning sources.
  • If your real need is advanced wealth-management strategy without the same institutional operating depth, compare with AIS.
  • If your real question is PMT at all?, answer that on the course page first, because the current CIRO/CIM split matters more than it did in older prep notes.
Revised on Thursday, April 23, 2026
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