IMC

The Investment Management Certificate (IMC) is an FSA approved threshold competency examination that aims to test candidates' basic knowledge of the regulations and practices of financial markets, the categories of securities and the principles of investment management.

The qualification is currently held by over 15,000 investment professionals. It is recognised by the fund management industry as the entry level qualification of choice for those working in financial analysis and investment management in the UK. The IMC is often quoted as a prerequisite for posts in investment management companies.

The examination is specifically designed for those individuals seeking Approved Person status and involved in:

• managing investments
• advising clients in investments and/or derivatives
• dealing for clients in investments and/or derivatives
• advising on investments in the course of corporate finance business
• managing investments in relation to venture capital investments
• the activity of a broker fund advisor

The IMC offers a good introduction to the financial services industry and provides a solid foundation for the Chartered Financial Analyst (CFA) Program.

The Investment Management Certificate (IMC) is administered by the CFA Society of the UK.

The Investment Management Certificate is open to individuals both inside and outside the financial services industry. No entry qualification criteria have been set and the CFA Society of the UK does not require you to become a student member of the Society prior to sitting the exam.