Investment Management Certificate (IMC)

Issued by CFA Society United Kingdom

The IMC is the benchmark entry-level qualification into the UK investment profession. It delivers the threshold competency knowledge required by investment professionals involved in portfolio management, research analysis, and other front office investment activities. The examinations cover the key content areas appropriate for these roles including economics, accounting, investment practice, regulation, and ethics.

Type Certification
Time Months
Cost Paid

Additional Details

Skills

Earning Criteria

To complete the IMC qualification a candidate must pass two examinations - IMC Unit 1: The Investment Environment and IMC Unit 2: Investment Practice. A candidate must demonstrate knowledge and understanding across the entire IMC syllabus.
In order to pass the IMC Investment Environment examination, candidates must have studied the CFA UK official course materials, covering the following syllabus topics: •Financial Markets and Institutions •Ethics and Investment Professionalism •The Regulation of Financial Markets and Institutions •Legal Concepts •Client Advice •Taxation in the UK.
In order to pass the IMC Investment Practice examination, candidates must have studied the CFA UK official course materials, covering the following syllabus topics: •Quantitative Methods •Micro-economics •Macro-economics •Accounting •Equities •Fixed Income •Derivatives •Alternative Investments •Portfolio Management •Investment Products •Investment Performance Management.