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Qualifications

IMC exam CFA Program
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CFA UK - Investment Management Certificate (IMC)

The IMC is the benchmark entry-level qualification into the UK investment profession. It provides an excellent foundation into the core areas of investment management.  The IMC is used by individuals ambitious to develop their careers in research and portfolio management, and by investment firms developing the competence of their front office staff. The IMC is an FCA Appropriate Qualification for the activity of 'managing investments'.
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CFA Institute - Qualifications not awarded by CFA UK

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CFA UK - Legacy exams

ASIP (Associate exams)

The Associate Examinations were broadly equivalent to the CFA Program qualification in content and rigour. They were phased out following the merger in 2000 of the Institute of Investment Management and Research ('IIMR') and the London Society of Investment Professionals ('LSIP'), which led to the formation of CFA UK.

The Association Examinations were established in 1979 with five exam papers. In 1989 this was increased to eight exam papers and the qualification upgraded to university degree level. In 1994 a final change was made to align with the development of the IMC qualification. This final iteration resulted in the qualification consisting of 6 examinations. 

  1. Economics & Applied Statistical Analysis
  2. Securities & Investments
  3. Interpretation of Accounts & Corporate Finance
  4. Portfolio Management
  5. Investment Regulation & Practice
  6. Case Study

Completion of the associate examinations enables candidates to become Associates of the Society of Investment Professionals and to use the 'ASIP' designation. 

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

 

Verify Qualifications 

CFA UK can verify the below qualifications:

  • Level 3 IMC
  • Level 4 IMC
  • ASIP
  • CFA Program ( if candidate based in UK)
  • Membership status with CFA UK

Which category do you fit:

Verify my qualifications Employer -verify your employee  Screening Company - Verify you candidate 
Confirm your full name  Confirm your employees full name  Confirm your candidates full name 
Confirm your date of birth  Confirm your employees date of birth  Confirm your candidates date of birth 
Email verifications@cfauk.org  Provide signed consent from employee to
release their data to CFA UK 
Provide signed consent from candidate to
release their data to CFA UK 
 Receive reply within 5 working days Email verifications@cfauk.org  £110 charge for each verifications 
  Receive reply within 5 working days  Payment form 
    Email verifications@cfauk.org 
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