About CFA UK

The CFA Society of the UK (CFA UK) is a not-for-profit membership organisation representing more than 9,500 individuals in the investment profession. CFA UK is the awarding body for the Investment Management Certificate (IMC) – the profession’s benchmark entry-level qualification used by many leading investment firms to demonstrate competence for regulatory purposes.

Dates

Unit 1 (11 weeks) View and book this Unit >
Dates to be advised

Unit 2 (12 weeks) View and book this Unit >
Dates to be advised

Overview

The IMC is recognised by the fund management industry as the entry level qualification of choice for those working in financial analysis and investment management in the UK and is often quoted as a prerequisite for posts in investment management companies. The IMC also offers a good introduction to the financial services industry for those working in support areas, such as information technology and marketing.

Course content

The IMC is administered by the CFA Society of the UK (formerly known as UK Society of Investment Professionals). Its objective is ‘to test the delegate’s knowledge and understanding of the regulations and practices of financial markets, categories of securities and principles of investment management’.

To achieve full IMC accreditation delegates must complete Units 1 and 2 successfully.

Learning outcomes

What qualification will I gain?
The IMC is recognised by regulatory bodies including the Financial Services Skills Council and Jersey Financial Services Commission as the benchmark qualification for people working in investment management and fund sales.

How will it be assessed?
Each unit has a multiple-choice examination. The examination fee is not included in the course fee – students must self-register with CFA Society of the UK (formerly known as UK Society of Investment Professionals).

What does the course lead on to?
Delegates who successfully pass the full IMC qualification may apply to join the CFA Society of the UK and use the designatory letters IMC.