Thomas A. Rogers, CFP, CIM, FCSI, EPC - Insurance Advisory: Canadian Investment Manager

Thomas A. Rogers,
CIM, FCSI, CFP, EPC
Financial Advisor for
Your Monetary Affairs

Attained Designation of
CIM
Canadian Investment Manager

CIM The Canadian Securities Institute has conferred on me the accreditation of Canadian Investment Manager which is signified by the title CIM. To earn this recognition, I successfully completed studies in the following:

Personal Financial Planning
Portfolio Management
Pensions and Pension Plans in Canada
Tax Deferral Plans
Legal Aspects of the Canadian Securities Industry

Canadian Mortgage Market
Investment Policy and Asset Allocation
Bond Trading Techniques
Securities Valuation
Performance Appraisal
Risk Management

Business Cycles and Economic Indicators
The Bank of Canada
The Canadian Money Market
Foreign Exchange Markets
Federal Government Finance