PMT®

Please read the FAQs further down this page for important information

The Portfolio Management Techniques Course® (PMT®) by CSI® focuses on advanced strategies for managing investment portfolios, including asset allocation and risk management. Completing the PMT® helps professionals enhance their portfolio management skills for advising clients or managing funds.

1

Package 1

$$359.99

180 Days (6 months) Month (30 days) Online Access

Order Now
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Textbook Summary

Concise summary of the text
book in an easy to understand
format. Interactive and searchable

Test Engine Included
with Order Option 2

2

Package 2

$$359.99

180 Days (6 months) Month (30 days) Online Access

Order Now

* Due to the unique nature of the AFP® series of exams, we are not able to offer a MBG on this product. However, you can register with confidence knowing that the SeeWhy AFP® study tools have been developed and field-tested with a very high success rate. We are pleased to offer this unique product to retail students for the first time.

Learning Funds PMT® Study Tool

Online Chapter Quizzes

Allows you to assess your knowledge & identify areas to further study

Online Flash Cards

Provide instant knowledge and cover a lot of ground in a flash

Practice Exams

Exam-level difficulty with questions representative of the real exam in terms of difficulty and focus.

Focused Study Guide

Written by our trainers in plain language to help you streamline your study process and stay on track

Money Back Guarantee

The effectiveness of our study tools allows us to offer a no-hassle money back guarantee.*

FAQ – Practice Study Guide

Do you offer the licensing exam?

Please note that purchase of funds learning exam does not include enrollment of license exam. Instead our course are created to help you in understanding material of such courses. If you have not attempted this, registered yourself with the applicable course and exam provider in order to achieve there course content and write the exam.

Can I share subscription with the colleague?

Your funds learning study center was created for single use you cannot share it. Weather your subscription is full time or part time. The result of sharing access may cause termination of your subscription.

How do I view subscription order?

Click on an exam study option and you will be redirected to page subscription description, options, and orders button.

Who creates your study tools?

All our prep exam study tools are designed by highly skilled in-house staff.

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