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Investment Management Certificate (IMC)

The Investment Management Certificate (IMC) is an FSA approved threshold competency examination administered by CFA Society of the UK - a recognised professional body with a mission is to lead and promote the development of the investment profession in the UK. Currently held by over 15,000 investment professionals 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.

IMC at a glance:
Course structure:
  • IMC Foundation course (optional but highly recommended for anyone new to the industry)
  • Unit 1 - UK Regulations and Markets
  • Unit 2 - Investment Practice
Course completion time: Approx 6 - 8 weeks
Examination Method: Computer based testing - 3 hours 30 minutes
Teaching methods available:

 5 day delivery from 9am to 5pm

Cost to complete: From £245 per unit

Important – IMC syllabus change

The IMC syllabus is changing from the 1st September 2010, to take into account the revised qualification standards for those working in an investment management retail capacity in the UK. Both units will step up from QCA Level 3 to Level 4. All classroom course delivered by Kaplan from the 1st of September in Edinburgh and London will teach towards the new Level 4 syllabus.

If you are part way through the programme or want to study the IMC QCA Level 3 qualification you must successfully pass both units by 31st August 2010. It is not possible to gain the IMC qualification by passing the units at different levels. We therefore recommend you pass both units in advance, allowing time for re-sits if necessary.

The structure of the qualification will remain the same (i.e. Units 1 and 2) but you will no longer be able to sit the combined Units together as a single exam. The broad content of the syllabus should be similar, but there will be some new areas and some sections tested in greater depth.

For more information please feel free to contact Nigel Moran, our Head of IMC at nigel.moran@kaplan.co.uk  

To learn more about the developments to the IMC click here.

To learn more about IMC and CFA RDR Compliance click here.


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Investment Management Certificate - IMC