Examples of Canadian Investment Manager designation in a sentence
The advising representative either would have to earn a CFA Charter or the Canadian Investment Manager designation and have a minimum period of investment management experience.12 The IAA believes that other designations and professional examinations are equally relevant and should be considered for this purpose.
Portfolio manager – associate advising representative 4.12 An associate advising representative of a portfolio manager must not act as an adviser on behalf of the portfolio manager unless the representative (a) has completed Level 1 of the Chartered Financial Analyst Program and has 24 months of relevant investment management experience, or (b) has received the Canadian Investment Manager designation and has 24 months of relevant investment management experience.
For instance, registration to act on behalf of a portfolio manager requires attainment of the Chartered Financial Analyst Charter (with relevant industry experience) or the Canadian Investment Manager designation (with relevant industry experience).
Portfolio manager – associate advising representative: the individual has completed Level 1 of the Chartered Financial Analyst program and has gained 24 months of relevant investment management experience. Or the individual has received the Canadian Investment Manager designation and has gained 24 months of relevant investment management experience.
A) have the Canadian Investment Manager designation through the Canadian investment manager program administered by CSI Global Education Inc.
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