CICA (Chartered Investment Manager — formerly Canadian Institute of Chartered Accountants nominee) — note: CICA acronym now refers to Canadian Investment Manager
Cross-disciplinary credential for accounting professionals expanding into wealth/portfolio management.
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Site officiel →Fondé
1916 (CSI Global Education)
Siège
Toronto, ON
Accréditation
Recognized by CIRO (Canadian Investment Regulatory Organization) for Portfolio Manager registration; useful for accounting-adjacent wealth practitioners.
Public cible
Investment managers, portfolio managers, and wealth-advisor roles requiring discretionary portfolio management authority under Canadian securities regulation.
Caractéristiques
- Three required CSI courses: Canadian Securities Course (CSC), Wealth Management Essentials (WME), Investment Management Techniques (IMT) — historic; current CIM path: CSC + IMT + Portfolio Management Techniques (PMT)
- Designation grants Discretionary Portfolio Management licensure under provincial securities commissions when paired with required experience and registration
- Crosses accounting/finance/wealth-management boundary
- Adjacent to CFA in scope but more practitioner-focused for Canadian registration
Comment obtenir cette certification
Prérequis
Open enrolment; recommended bachelor's degree.
Accréditation: Recognized by CIRO (Canadian Investment Regulatory Organization) for Portfolio Manager registration; useful for accounting-adjacent wealth practitioners.
Pourquoi se certifier — ROI
Impact salarial
CIM-holders in portfolio management roles earn CA$95,000-$180,000+ (Robert Half Canada / Hays Canada wealth-management benchmarks).
Avantages carrière
- Ce qui distingue cette certification
- Cross-disciplinary credential for accounting professionals expanding into wealth/portfolio management.
- Reconnaissance du secteur
- Recognized by CIRO (Canadian Investment Regulatory Organization) for Portfolio Manager registration; useful for accounting-adjacent wealth practitioners.
Qui devrait obtenir cette certification
Idéal pour:
- Investment managers
- portfolio managers
- and wealth-advisor roles requiring discretionary portfolio management authority under Canadian securities regulation.
Envisagez des alternatives si:
- Adjacent to accounting; not a core accounting credential
- Smaller community than CFA
Tarifs
Les prix varient.
Points faibles
- Adjacent to accounting; not a core accounting credential
- Smaller community than CFA
- Limited international portability
Marchés disponibles
Canada
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Comparer avec des certifications similaires
CPA Canada (Chartered Professional Accountant)
The only designation in Canada authorized to provide public accounting / audit-attest services. Unif
ACCA Canada (Chartered Certified Accountant)
Globally portable designation; valuable for accountants moving between Canada and ACCA-strong market