Picture of James Dolman, CFA

Investment Management Certificate panel (IMC)

The Investment Management Certificate (IMC) panel is responsible for all aspects of the provision of the IMC examination, the IMC syllabus and the Official Training Manual (OTM).

James Dolman, CFA 
 Independent Equity Research Analyst at Proactive Investors, Investment Management Certificate (IMC) Panel Chair

Picture of James Dolman, CFA

Main responsibilities

  • To review and ratify proposed changes to the IMC syllabus to ensure that it reflects changes to relevant regulations and practices
  • To review and ratify new questions for inclusion in the IMC question bank
  • To ensure that the questions used in each examination are valid and correct
  • To review suspect and commented questions from each sitting and, where necessary, agree amendments
  • To agree appropriate action in respect to reports of candidate concerns and results appeals
  • To review and ratify proposed changes to the IMC OTM
  • To review all policy issues relating to the Investment Management Certificate (IMC) and propose any necessary changes to the society’s examinations and education committee. 

To volunteer your services for this committee, email a covering letter and your CV to volunteer@cfauk.org