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Study with CFA UK

IMC exam CFA Program

Our qualifications

CFA UK is the awarding body for the Investment Management Certificate (IMC) and supports the CFA Program and Investment Foundations Program, delivered by CFA Institute.

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Investment Management Certificate (IMC)

Widely recognised as the definitive introduction to investment management, gain the essential skills you need for a career in investment. You will learn about financial markets, regulations, accounting, economics and financial maths.
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CFA Program

The Chartered Financial Analyst (CFA) credential is the most respected and recognised investment management designation in the world. The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.
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Investment Foundations Program

The CFA Institute Investment Foundations certificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.
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Other courses and qualifications

ASIP (Associate exams)

Broadly equivalent to the CFA qualification in content and in rigour, the associate examination (ASIP) was phased out following the 2000 merger of IIMR and LSIP by which the present society was formed. The society continues to support the ASIP designation as a clear mark of professional excellence. The examination was established in 1979. The structure was revised in 1989 when the examination was upgraded to university degree level with eight examination papers. The examination was amended to contain just six papers from 1994. 

The examination was divided into two parts:

Part I 

  • Economics & Applied Statistical Analysis 
  • Securities & Investments 
  • Interpretation of Accounts & Corporate Finance 

    Part II
  • Investment Regulation & Practice 
  • Portfolio Management
  • Case Study

Members that have passed the ASIP examination are referred to as Associates of the CFA Society United Kingdom. However, the society will continue to use the ASIP designation to refer to such members. The designation will continue to be supported by CFA UK and by CFA Institute.

 

Ethical Leadership Programme

CFA UK have joined together with Duke Corporate Education to launch the Ethical Leadership Programme aimed at current and future leaders across the investment profession. The programme will enable leaders, who take daily business decisions that impact on clients, with the skills, techniques and experience to deal with ethical issues within the investment profession. Participants will then be able to take these key learnings back to their firms to encourage and enable others in their organisations to deal with those issues effectively. The Ethical Leadership Programme has been designed is to support and complement the modules from the CFA Program. It will also give participants the ability to:

  • deal with complex issues and dilemmas calmly and effectively;
  • develop a more broadly informed and resilient approach to decision-making;
  • act with integrity, especially in challenging circumstances;
  • develop a framework for responding wisely and with careful consideration in such circumstances;
  • bring out the best in yourself and in the people and organisations you lead.

To find out more about participating in the programme email elp@cfauk.org