Official Training Manual

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Official Training Manual (OTM) Overview 

The Official Training Manual (OTM), published by CFA UK, contains essential reading for those seeking success in the IMC exam and provides comprehensive coverage of the syllabus.
The current OTM (14th edition) covers the syllabus for examinations taken from 1 December 2016 to 30 November 2017. Candidates sitting the IMC exams after 1 December 2017 should purchase the 15th edition when available in November 2017, please email
if you have any queries.

Important Information 

  • Syllabus version 14 valid for exams from 01/12/2016 to 30/11/2017
  • Recommended hours of study:
               o Unit 1 Investment Environment - 80 hours
               o Unit 2 Investment Practice- 120 hours
  • CFA UK is not a Training Provider
  • Kaplan and Quartic are training providers who use the OTM within their training packages
  • Approximately 40% of candidates now use the CFA UK Official Training Manual
  • Approximately 20% to 30% of candidates are self study candidates (who use the OTM and no separate training provision)

The OTM includes:

  • Comprehensive coverage of the syllabus
  • Worked examples and calculations
  • Self-assessment questions
  • One mock examination

View Sample of the Official Training Manual

OTM 1a

unit 1


OTM 2a

unit 2


unit 1&2

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Orders will be dispatched within 3 working days from payment received
once dispatched estimate delivery times:

  • Recorded UK mainland - 3 to 5 working days
  • Europe  - 5 to 10 working days
  • Rest of the world - 5 to 10 working days

Training providers 

A number of training providers are recognised by CFA UK to offer tuition and study support on the IMC. These are listed below.

Please note that CFA UK does not currently operate a formal endorsement process.