Chartered Investment Manager (CIM) designation
Free 20-question CIM practice test — start below.
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Question 1
About this exam
Chartered Investment Manager (CIM) designation
Wealth management pathway content focused on portfolio construction, advisory depth, and designation readiness.
Exam syllabus
What CIM candidates need to cover
CIM candidates usually need more than topic recall. The exam leans on portfolio judgment, wealth planning depth, and the ability to connect strategy with client outcomes.
Portfolio construction and manager-level decision frameworks
Risk profiling, client mandates, and asset-mix alignment
Wealth planning, tax considerations, and account structure
Security selection, diversification, and oversight discipline
Monitoring, rebalancing, and long-horizon evaluation
Professional judgment across advisory and discretionary contexts
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