MYCPE ONE

Chartered Investment Manager (CIM) Continuing Education (CE) Requirements

Know Your Requirement

Chartered Investment Manager (CIM) CE Requirements Overview

Last Reviewed on: 24 Mar, 2026

CE Requirements

Complete 30 CE hours every 2-year cycle.

License Renewal Period

Renew the designation annually by your anniversary date.

CE Reporting Cycle

The current reporting cycle is January 1, 2026 to December 31, 2027.

Ethics Requirement

Of the 30 CE hours, 10 hours must be in Ethics and Compliance.

Carry Over Credits

Up to 20 Professional Development credits may be carried into the next 2-year cycle. Compliance credits cannot be carried over.

Subject Area Restriction

20 Professional Development hours. View more.

Need guidance with compliance requirements?

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compliance requirements

Simplifying Regulations for 2026

CE Requirement

Complete 30 CE hours every 2 years.

Ethics Requirement

Complete 10 Ethics and Compliance hours during each 2-year cycle.

Initial CE Hours

If your CIM is granted in the first 18 months of the current cycle, complete the full CE requirement by December 31, 2027. If it is granted in the last 6 months of the cycle, your CE obligation starts in the next cycle.

Subject Areas

Accepted content includes portfolio-management laws and regulations, financial analysis, portfolio construction, performance evaluation, portfolio management, and related competencies in the CIM profile. View more.

Learning Modes

All CE can be completed through self-study programs.

Eligible Learning Activities

Accepted activities include CSI courses, college or university courses, programs from other educational providers, conferences, writing, and teaching or speaking engagements. In general, 1 hour equals 1 credit; a full-day conference usually counts up to 7 credits, and a single activity can earn up to 40 Professional Development credits or 10 Compliance credits. Click here for more info

CE Deadline

Complete the required CE by December 31, 2027.

Fast Track CE

Our Fast Track Chartered Investment Manager (CIM) CE packages are expertly curated bundles that meet Chartered Investment Manager professionals' exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CE needs. Visit site

Reporting Period

The reporting period runs from January 1, 2026 through December 31, 2027.

License Renewal

Renew annually by your anniversary date. If you do not renew, you become not in good standing and lose the right to use the CIM marks; if you are late, CSI applies late or reinstatement fees based on how long the designation has lapsed.

Carry Over Credits

Carry forward is limited to up to 20 Professional Development credits. Compliance credits cannot be carried over.

Record Retention

Keep supporting documentation for at least 1 year after the end of the cycle and make sure it is available if you are audited.

Renewal Fees

The annual non-refundable licence fee is $325. If renewal is late but within 12 months, a $50 late fee applies; after 12 months, CSI also charges a $375 reinstatement fee. View more

Do MYCPE ONE Courses Qualify for Chartered Investment Manager (CIM)? Yes

CSI says it will accept courses formally approved by organizations such as CIRO, insurance councils, or other credible professional organizations when the content relates specifically to the PFP competencies. View more

MYCPE ONE specializes in various learning formats, including:

  • Group Internet-Based
  • QAS Self-Study

For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than those of other platforms. Subscribe today!

Contact Information for the Canadian Securities Institute

Canadian Securities Institute
200 Wellington Street West, 15th Floor
Toronto, ON M5V 3C7
Telephone: 1-866-866-2601
Telephone: 416-364-9130
Email: customer_support@csi.ca
Website: Visit site

We Review CE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Chartered Investment Manager (CIM) every twelve months to reflect the latest standards and policies set by the Canadian Securities Institute.

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Frequently Asked Questions

A CIM holder must complete 30 CE hours every 2-year cycle, split into 20 Professional Development hours and 10 Compliance hours.

The current cycle runs from January 1, 2026 through December 31, 2027.

You must renew the designation annually by your anniversary date, which is the date the designation was originally granted.

Minimum 10 CE Ethics and Compliance every 2 year.

If the designation is granted in the first 18 months of the current cycle, the full CE requirement must be completed by December 31, 2027. If it is granted in the last 6 months of the cycle, the obligation starts in the next cycle.

The learning must align with the CIM Professional Competency Profile, including portfolio-management laws and regulations, financial analysis, portfolio construction, performance evaluation, and portfolio management responsibilities.

Yes. Verifiable webinars and online courses can count when they are competency-aligned and meet CSI's CE guidelines.

Yes. CSI says courses from other educational providers may count when they relate to a CIM competency and the activity can be verified.

Conferences, college or university courses, writing, and teaching or speaking engagements may count when they fit the competency profile and meet the documentation rules.

Yes, but only up to 20 Professional Development credits may be carried into the next cycle. Compliance credits cannot be carried over.

You should keep supporting documents for at least 1 year after the end of the CE cycle and make sure they are available if you are audited.

Yes. CSI conducts periodic audits on renewal, and selected holders are asked to submit proof of the CE hours claimed. They are generally given 60 days to comply with the audit request.

No. Each course can only be completed once for CE credit, so repeating the same course in a later cycle does not create new CE credit.

The annual non-refundable licence fee is $325. If you renew late but within 12 months of your renewal date, CSI applies an additional $50 late fee.

If the designation has lapsed for more than 12 months, CSI also requires a $375 reinstatement fee in addition to the annual fee and late fee, plus proof of CE for the missed cycles. CSI allows reactivation after a lapse of up to 5 years; after that, you must re-take Portfolio Management Techniques and again meet the work experience requirement.