Investment Management Certificate - IMC Courses | Kaplan Financial
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Investment Management Certificate (IMC)

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

Recognised industry qualification

Currently held by over 15,000 investment professionals, the Investment Management Certificate (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.

As well being an FCA approved threshold competency examination, the IMC offers a good introduction to the financial services industry and can also act as a solid foundation for delegates looking to progress to Level I of the CFA Program.

Upon completion of the IMC, delegates are able to apply for membership of the CFA Society of the UK (CFA UK). Membership and participation in events can help to demonstrate to employers a commitment to high standards of professional practice in investment analysis, portfolio management and related disciplines.

IMC at a glance
Approximate study time 8 weeks
Examination features Computer-based learning
IMC Unit 1: 85 questions, 1 hour 40 minutes
IMC Unit 2: 105 questions, 2 hours 20 minutes
Unit content
Study options Live Online, classroom and distance learning options
Core skills online A set of four modular recordings, with associated questions, to give you the essential skills for the more mathematical areas of the IMC syllabus
Classroom courses
  • IMC Unit 1 (The Investment Environment) Revision Course - 2 days
  • IMC Unit 2 (Investment Practice) - 3 days
Live Online
  • 13 x 2 hour live evening sessions
Next step Book online

Why train with Kaplan Financial?

As the world’s largest diversified training organisation, we take our responsibility to our delegates very seriously; working very hard to ensure that they have the best exam support possible.

Expert Tutors

Our tutors possess a unique understanding of the exam syllabus and the most effective strategies for teaching.



Kaplan Financial was the first provider of IMC training solutions and continues to strive for excellence.


Flexible Study Options

Our self-study and instructional methods can be customised to fit particular learning styles and schedules.


Our innovative technology provides convenient access to instruction and efficient online study tools including EN-gage online.


Learning Materials

We use CFA UK Official Training Manuals, mapped to the syllabus, so covering all the syllabus and only the syllabus.


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Investment Management Certificate