Click here for a list of available courses
support phone number youtube subscribe blog student login

PMT® Portfolio Management Techniques®

Read Me First! Please note that the purchase of SeeWhy Financial Learning's exam preparation materials does not constitute enrollment in the actual licensing course(s). 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 for the PMT® is Canadian Securities Institute (CSI).

PMT®

PMT® Online Study Tools

180 Days (6 months) Online Access

Success Package

$359.99

Success PLUS
Includes the Printed Study Guide

$384.99 + shipping

IMPORTANT Notice of User Agreement: Your order entitles access for one (1) person only Review our End User License Agreement - Click here for the full copy - that you agreed to during the purchase process. Your SeeWhy Learning study centre was created for a single user and is not transferable to, or to be shared by, another user, whether it is used for the full subscription time period or part thereof. Your subscription is effectively designed for your sole use and not to be shared. Sharing access will result in termination of your subscription. Please read the full User Agreement.

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).