Technology in Investment Management

CISI Level 3 Award in Technology in Investment Management

Why study the Technology in Investment Management?

TIM has been developed for IT staff working in financial services, who wish to develop their knowledge and understanding of IT needs specific to the financial services arena. The securities sector is dependent on technology and this qualification aims to address the challenges of managing IT systems and covers best practice techniques used in the profession.

Is Technology in Investment Management right for me?

TIM is suitable for staff working in IT within the financial services sector. It may also be of interest to those who are new to, or hoping to move into, financial services.

Key features:

  • Specialist qualification – developed specifically for IT staff working in the securities and investment professions, it provides a comprehensive overview of the role of IT in front office and operations departments
  • Flexible study options – it can be taken as a stand-alone award or as part of the Investment Operations Certificate (IOC)
  • Ideal for induction purposes – suited for use as part of an induction programme for IT staff it can provide knowledge of financial terminology and improve understanding and communication between IT and other teams
  • Free CISI Student membership – become associated with a chartered professional body and take advantage of an extensive range of benefits
  • Exams available online via remote invigilation or at one of our global test centres

Qualification factsheet 

Qualification Structure

The qualification is achieved by successfully passing a multiple-choice question exam, details for this exam are shown below.

Technology in Investment Management is accredited by Ofqual as the level 3 Award in Technology in Investment Management. This qualification is recognised by Ofqual as a level 3 qualification on the Regulated Qualifications Framework (RQF), and on the European Qualifications Framework, this equates to a level 4 qualification.

Total Qualification Time:
81 hours

The total qualification time (TQT) for this qualification is 81 hours. TQT is an estimate of the number of hours that a typical candidate might reasonably spend in achieving the qualification. This will vary depending on your previous experience, and includes any formal study as well as self-study and assessment time.


Exam Details

Exam Availability

Pass Mark / Pass Rate

The current pass rate for this exam is and the pass mark is . The exam grades are as follows:

Regulated Qualifications Framework

credits on the Regulated Qualifications Framework are awarded upon successfully passing this exam

Feedback and Appeals

For further details on how to give us your feedback and / or Appeal your result, please refer to our Exam Policies.

Study support


A CISI Technology in Investment Management workbook is required to be purchased when booking the exam. This is to ensure there is one standard workbook from which all exam candidates can prepare. You can also choose to purchase Technology in Investment Management elearning to support your exam preparation.

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Accredited Training Partners

You can choose to complete formal training for our exams with a CISI Accredited Training Partner (ATP).

Find an ATP near you

Post Qualification Opportunities


Obtaining the Technology in Investment Management qualification entitles you to join the Institute at Affiliate level. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of membership benefits ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator.

Higher Level Qualifications

To further theoretical and practical knowledge upon completion of the TIM qualifications, higher level qualifications to take include: