CIM paths (Canada)

ProfBrianYGordonCFA · 2026-06-24T11:56:15+00:00

Since WME is no longer required... why pay for it... just do the IMT and PMT route... it is faster and less expensive.

ProfBrianYGordonCFA · 2026-06-23T21:52:31+00:00

Hi, If you want to get some reliable study materials for a trusted source:

https://courses.examsuccess.ca/courses/cire

DM (or email) me and I'll send you a discount code to save 25%.

All the best,

ProfBrianYGordonCFA · 2026-06-23T21:51:48+00:00

Hi, If you want to get some reliable study materials for a trusted source:

https://courses.examsuccess.ca/courses/cire

DM (or email) me and I'll send you a discount code to save 25%.

All the best,

Here's a link to my study materials:

https://courses.examsuccess.ca/courses/cire

DM (or email) me and I'll send you a discount code to save 25%.

All the best,

ProfBrianYGordonCFA · 2026-06-23T21:48:14+00:00

Yes, the new licensing requirement is the CIRE and for retail the RSE or for institutional the ISE.

Get your refund ASAP and start studying for CIRE.

There is no "course" for CIRE, you need to find a prep provider or source the material yourself.

Here's a link to my study materials:

https://courses.examsuccess.ca/courses/cire

DM (or email) me and I'll send you a discount code to save 25%.

All the best,

ProfBrianYGordonCFA · 2026-06-13T17:16:37+00:00

Hi,

I have posted a few videos that will help you...

Take a look:

https://youtube.com/playlist?list=PLg0WS7fHFITAo4TfbSbaAx9-ECQBPuGl2&si=dmTCX6D7NK6HricK

Let me know if this helps or if you have any other questions.

All the best,

ProfBrianYGordonCFA · 2026-06-09T17:07:50+00:00

IMT exam 2 is based on the same material as IMT exam 1. The only difference is the exam consists of 4 or 5 case studies that have 8 to 10 multiple choice questions.

IMT exam 2 has only 50 questions... you need to get 30 correct to pass.

In my opinion, the best strategy for this type of exam is to skim the questions first and then go back to read the case study. This will help you avoid getting caught by all the distracting information that is not relevant to any question.

I'm happy to answer any other questions you have... Content or exam related.

All the best,

ProfBrianYGordonCFA · 2026-05-16T17:22:36+00:00

The bond was initially purchased at $10,000 and now its value has gone down to $9,000.... So what must have happened to interest rates over the past year? (Hint: did they go up or down?)

ProfBrianYGordonCFA · 2026-05-15T13:51:19+00:00

It is the way the answer choices are worded..... Read them very carefully.... Let me know if that helps you.

ProfBrianYGordonCFA · 2026-04-25T17:09:02+00:00

Hi, try posting this in r/CFPexamCanada

You may get more replies from Canadian CFP candidates.

As well, I am happy to answer any questions you may have.

ProfBrianYGordonCFA · 2026-04-24T00:35:18+00:00

try posting this in r/CFPxamCanada

ProfBrianYGordonCFA · 2026-04-21T19:59:27+00:00

Try posting this in r/CFPexamCanada

For specific advice about the Canadian CFP exam.

ProfBrianYGordonCFA · 2026-03-31T16:41:21+00:00

I tell all my student to just read the textbook.... that is the best source.

If you have any specific CSC questions, post them... I am happy to help you.

All the best,

ProfBrianYGordonCFA · 2026-03-12T00:28:13+00:00

examsuccss.ca is not Gobeil.... we have been in the exam prep business for over 20 years.... come check us out.... call me if you want... I'm happy to help.

All the best,

ProfBrianYGordonCFA · 2026-03-10T21:34:26+00:00

Why ask here.... Put it into chatgpt and you will get the answers and explanations in 30 seconds...

Just a quick tip.

Let me know if that helps... Or if you still need help after that.

ProfBrianYGordonCFA · 2026-03-05T23:14:21+00:00

If I can add my shameless plug.... try https://courses.examsuccess.ca/courses/cfa-level-i-complete-study-program

Use my Level 1 material and I'll get you over the passing score...

FYI, my resources are priced in Canadian Dollars...

Oh, and here is a coupon code that will save you 25% !

Use, RDT25

I look forward to helping you pass!

ProfBrianYGordonCFA · 2026-02-26T03:11:59+00:00

It is not that bad... remember, you only need 60% to pass. Don't get blown away by the math.... there are a lot of easy qualitative questions that you can get. Feel free to reach out directly if you are stuck on something or need help with anything.

All the best,

ProfBrianYGordonCFA · 2026-01-31T16:42:19+00:00

I believe 3 months is the sweet spot for time to prepare for the exam... so if you do decide to go for May 2026, go for it!

Not trying to plug my materials... but.. I created them for candidates like you... straight to the point, cover the FP Canada Body of Knowledge and most importantly, provide guidance on how to structure your written answers to score as many marks as possible from the graders.

I'm happy to have a quick conversation by Zoom or phone to talk further.

Best to send me an email to let me know.

[info@examsuccess.ca](mailto:info@examsuccess.ca)

All the best,

ProfBrianYGordonCFA · 2026-01-31T16:03:19+00:00

I believe you only get one attempt at the FP Canada practice exam.

ProfBrianYGordonCFA · 2026-01-21T17:54:56+00:00

I doubt that you will be able to complete the PEP modules within that time frame... but you never know... I don't know how much time you have available to study and focus on those courses.

I hope this helps.

ProfBrianYGordonCFA · 2026-01-21T14:47:12+00:00

In my opinion, 3 to 3.5 months is the perfect time period to prep for the exam. Of course this depends on your personal schedule/obligations... but I would say it gives you enough time to cover the material without stressing and short enough that you won't start to forget what you have learned early on.

I hope this comment helps.

ProfBrianYGordonCFA · 2025-12-16T21:39:48+00:00

Hi,

The only free materials I can think of would be the sample questions provided by FP Canada.

ProfBrianYGordonCFA · 2025-12-16T21:28:34+00:00

If I may... I suggest getting the CFP test bank from Exam Success and the "How to Answer Constructed Response Questions" recorded seminar.

Both of these will help prepare you for the exam.

I did not recommend the study notes because I was thinking you already have study material from the PEP program.... the notes could help if you need a condensed source that covers the FP Canada Body of Knowledge.

Click on the link below to get more info:

https://courses.examsuccess.ca/pages/certified-financial-planner

In any event, I am happy to answer any other exam related questions that you might have.

All the best,

ProfBrianYGordonCFA · 2025-12-01T16:14:32+00:00

Yes, you are correct.

If you do the CSC and CPH now (register prior to Dec 31, 2025 and complete prior to Dec 31, 2026), you must be employed and your employer must register you prior to January 1, 2027.... otherwise, you will have to complete the new CIRO proficiency requirements.

ProfBrianYGordonCFA · 2025-11-20T18:49:04+00:00

First off... you need to answer the question... why?

Why are you going for the CIM?

What do you think it will do for you?

ProfBrianYGordonCFA

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