PMT® Portfolio Management Techniques®

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180 Days (6 months) Online Access
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180 Days (6 months) Online Access
  • Online Study Guide
  • Online Flash Cards
  • Online Quizzes
  • Online Practice Exams
  • Money Back Guarantee *
  • Printed Study Guide
  • Available Apr 1st (tentative)
order
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Portfolio Management Techniques® (PMT®)
This course is for Financial Planners and Investment Advisors for a more in-depth knowledge of portfolio management techniques suitable for serving affluent clients. Specifically for individuals experienced working within securities firms, banks, or financial planning organizations for creating and maintaining a portfolio management firm. Affluent Canadian investors want the expertise of certified portfolio managers with knowledge of compliance, sales, and regulatory requirements.

Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrollment in the actual licensing course(s) or exam. Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course provider in order to obtain their course materials and write the actual exam. Course provider is Canadian Securities Institute (CSI).