The profession's benchmark entry-level qualification, the IMC is used by most leading investment firms to demonstrate competence for regulatory purposes. The IMC offers an excellent foundation to careers in the investment profession. Many IMC holders continue their professional development by studying for the Chartered Financial Analyst (CFA) Program. The IMC is an FCA Appropriate Qualification for the activity of ‘Managing Investments’.
CFA UK is the Awarding Organisation for the IMC qualification.
Who sits the IMC?
The Investment Management Certificate - the UK's foundation to investment careers.
Full recognition in the industry and essential regulatory status for career progression.
With over 5,000 exams sat each year, the Investment Management Certificate (IMC) is the most widely-recognised and established qualification of its kind in the UK. The IMC has been used by investment professionals for over 20 years, and is taken by staff in leading investment firms in the UK and overseas. The IMC is the industry's benchmark entry-level qualification.
IMC candidates come from a broad range of backgrounds with equally broad aspirations. It is generally considered appropriate for anyone entering an investment-related role. Developed for front office investment professionals, the main categories of employees who take the IMC are those involved in:
- Investment focused roles (portfolio manager, research analyst, trader, risk manager)
- Client management roles (wealth manager, private banker, relationship manager, sale)
- Middle office and support roles (IT, operations, project management).
The IMC provides the ideal foundation for those with future plans for the CFA Program and the IMC qualification covers approximately 30% of the CFA Level I curriculum. From induction to masters-level, the IMC-CFA route provides a globally-recognised career progression for investment professionals and their employers. Combining the IMC and CFA Level 1 also meets the exam standards required by the FCA of Retail Investment Advisers.
Many candidates also take the IMC for career progression.
Please see the IMC syllabus for an understanding of the exam's level and content.