The CFA Society of the UK, supporting ASIP, CFA and IMC professionals.

 Fri 04 Jul 2008

UK Society of Investment Professionals - CFA Institute
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What training materials are there?

Official Training Manual

The Offical Training Manual (OTM), published by CFA UK, contains essential reading for those seeking success in the IMC examination, including:
TO ORDER the 6th Edition of the Official Training Manual visit the CFA UK ONLINE BOOKSHOP.
Volume 1 of the OTM covers material tested in Unit 1 UK Regulations and Markets, and Volume 2 covers Unit 2 Investment Practice.

The OTM is in its 6th Edition, which covers the IMC syllabus for examinations taken between 1 December 2007 to 30 November 2008.

Candidates should note that the examination for the IMC will test knowledge of the material in the syllabus. The syllabus is available to download here. Whilst the great majority of questions will test material covered within the OTM, questions may appear in the examination testing material in the syllabus that is not covered explicitly in the OTM.

Status of Changes to the Official Training Manual

Investment management is a rapidly-moving industry and the IMC syllabus aims to reflect this. Therefore, it is necessary to keep the OTM up-to-date, until a further edition is published. It is important that candidates check that the study materials they are using are up-to-date and reflect the current tested syllabus. If it becomes necessary to update or amend specific pages of the OTM before a new version is published, these will be made available.

Tax changes will affect the examination from 1 June 2008. Download updates to the OTM below:
Update to Topic 4 Taxation (6th edition OTM)

It is the responsibility of the candidate to check for any updates that may be relevant to their examination.

Candidates should note that some training providers use the Official Training Manual, the cost of which is included in their course fees. Candidates intending to study with a training provider are advised to check whether they will be issued with a copy of the Official Training Manual before purchasing their own copy directly.

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