Prepare for the IMC Exam: Your Guide to UK Investment Management Certification

The Investment Management Certificate (IMC) is an entry-level certification for individuals who are working in the investment management industry within the United Kingdom (UK). It is equivalent to the Chartered Financial Analyst (CFA) designation earned by investment management and fund analyst professionals in the United States. The IMC focuses on testing a candidate’s knowledge and core competency in the areas of regulation, finance, accounting, economics, investments, performance and portfolio management.

IMC Preparation

Preparing and practicing to take the IMC requires a 7-day comprehensive or 5-day accelerated study program. The program is administered by the CFA Society of the UK and can be done in a classroom setting or self-study. Individuals who have a background in finance and investing and possess a MBA may opt for the accelerated program. There are no bona fide qualifications for an individual to sit for the IMC other than experience, which may require a candidate to wait 1 year before receiving full certification.

IMC Requirement

The IMC is typically a prerequisite for many positions in investment management and financial analysis throughout the UK. Successful completion of the requirement for the program makes a candidate more marketable and able to apply for positions within the industry. Taking the time to review the exam prep materials provided through a reputable training company and putting in the necessary practice time will assist the candidate to successful pass their IMC exam.