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  • Flexible Online Learning
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Pass your IMC exams with confidence. Start your journey with Quartic today!

Investment Management Certificate (IMC) Training

The Investment Management Certificate, or IMC, is the most recognised entry-level qualification in the UK for investment professionals. Candidates include university students, recent graduates, new investment management recruits and professionals looking to gain or increase their investment management skills. Quartic has created a range of training options that include inspirational on-demand classes, question banks and mocks, plus unlimited e-mail or video support. Whether you are a student, job-hunting, enhancing your career, or looking on behalf of your colleagues, we have market-leading training solutions with proven exam success.
  • Course Details
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IMC Training with Quartic

Our IMC course, including prep for both units, has been designed to deliver the knowledge required not only to pass the exam but also to provide you with a solid foundation for a career in financial services. Our expert tutors focus on helping you master the syllabus by encouraging active learning. Classes, whether they are online or face-to-face are designed to be engaging, interactive and enjoyable.

Our study materials provide an intuitive understanding of the core topic areas, some of which include financial markets, regulations, accounting, economics and financial maths; all the concepts necessary for you to succeed at your IMC exam.

If you are coming from a non-financial background we offer support courses including the Introduction to Accounting to boost your confidence and fill any knowledge gaps.

Candidates are given 12 months access to the Quartic Online portal in line with CFA UK.

Helpful Information

The Investment Management Certificate: Key Information
IMC Training Options
The IMC Syllabus
IMC Prerequisites
Why choose Quartic? The Quartic Philosophy
The Investment Management Certificate: Key Information

The Investment Management Certificate: Key Information

Key information relating to the IMC is shown in the table below.

Exam name Investment Management Certificate or IMC
Examiner CFA Society United Kingdom, or CFA UK
Exam level (RQF) Level 4
IMC Units Unit 1: Investment Environment

Unit 2: Investment Practice

IMC study time required Unit 1: 100 hours

Unit 2: 140 hours

IMC exam length Unit 1: 85 questions, 1 hour 40 minutes

Unit 2: 105 questions, 2 hours 20 minutes

IMC exam style Computer-based testing, using standard multiple-choice questions, plus a few item sets and gap-fill questions
IMC exam pass mark Unit 1: between 65 and 75%

Unit 2: between 60 and 70%

IMC exam pass rate Both units: between 65 and 80%
Syllabus period 1 December to 30 November each year
Current version of IMC syllabus Official Training Manual (OTM) version 22, covering exams from 1 December 2024 to 30 November 2025
IMC exam venues Pearson VUE centres (around the UK and overseas) & OnVUE remote (global)
IMC exam fees Unit 1: £350 exam registration, £135 OTM (plus P&P)

Unit 2: £375 exam registration, £145 OTM (plus P&P)

Units 1 and 2: £725 exam registration, £260 OTM (plus P&P)

IMC study support options Core: on-demand classes, question banks, mocks plus unlimited e-mail support

Premier: on-demand classes, question banks, mocks plus unlimited Zoom tutor support

Mentoring: full suite of products plus personalised coaching with a named tutor

Revision: question banks and mocks

 

 

IMC Training Options

IMC Training Options

All Quartic candidates studying for the Investment Management Certificate receive our comprehensive suite of on-demand online classes, question banks and mock exams. These are provided via QO, our Quartic Online portal.

IMC training packages include:

  • Core: full QO access, plus unlimited e-mail support.
  • Premier: everything within Core, plus unlimited one-to-one tutor support via Zoom.
  • Mentoring: everything within Premier, plus personalised support, training plan, coaching and timetabled one-to-one sessions with a named tutor.
  • Revision: question banks and mocks, for candidates approaching their exam date.

The IMC Syllabus

The IMC Syllabus

Topics within the Investment Management Certificate are as follows:

Unit 1: Investment Environment

  • Financial Markets and Institutions
  • Ethics and Investment Professionalism
  • Regulation of Financial Markets & Institutions
  • Legal Concepts
  • Client Advice
  • Taxation in the UK

Unit 2: Investment Practice

  • Quantitative Methods
  • Micro-economics
  • Macro-economics
  • Accounting
  • Equity
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management
  • Investment Products
  • Investment Performance Measurement

IMC Prerequisites

IMC Prerequisites

There are no formal prerequisites to enrolling in the Investment Management Certificate.

However, if you come from a non-financial background, or feel you would like to brush up on your mathematical skills, you may wish to consider taking our Introduction to Accounting or Essential Financial Maths courses as you begin your studies.

Why choose Quartic? The Quartic Philosophy

Why choose Quartic? The Quartic Philosophy

The Quartic philosophy is one of inspirational education, dedicated candidate and client support, and flexibility in approach.

Inspirational education comes from experience: our tutor faculty consists entirely of CFA charterholders with at least a decade of teaching experience. They have sat the IMC exams and know how to succeed in this challenge. Their background work experience helps them to bring the subject to life.

On support, we aim to respond to all incoming requests by the end of the following business day – but we’re usually much faster. As an exam approaches, we appreciate the urgency with which candidates need responses.

Our flexibility means that we treat each candidate as an individual. If you have a particular requirement then we will go out of our way to accommodate your request.

For corporate clients we provide you with a single point of contact and streamlined administration. You will receive a range of benefits including group pricing, regular reporting and firm-specific additional support for your candidates. Speak to us too regarding in-house bespoke training solutions.

Investment Management Certificate Course Options

For advice on your best study option contact us on +44 20 7776 7500 or email us at [email protected] with any questions you may have and we will be happy to help you.

IMC Core: Unit 1

From: £450.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day.

Online Q-Bank

An extensive question bank containing more than 300 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 85 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Premier: Unit 1

From: £800.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank containing more than 300 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 85 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Mentoring: Unit 1

From: £2,000.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank containing more than 300 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 85 exam style questions in each, including item sets, multiple choice and gap fill.

Executive Support

Includes everything and more! Comprehensive learning tools and regular one-to-one mentoring sessions with an expert instructor.

Add to basket
Free Online Demo

IMC Revision: Unit 1

£240.00 + VAT

What’s Included?

Online Q-Bank

An extensive question bank containing more than 300 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 85 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

For advice on your best study option contact us on +44 20 7776 7500 or email us at [email protected] with any questions you may have and we will be happy to help you.

IMC Core: Unit 2

From: £495.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day.

Online Q-Bank

An extensive question bank containing more than 450 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 105 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Premier: Unit 2

From: £900.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank containing more than 450 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 105 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Mentoring: Unit 2

From: £2,500.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank containing more than 450 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 105 exam style questions in each, including item sets, multiple choice and gap fill.

Executive Support

Includes everything and more! Comprehensive learning tools and regular one-to-one mentoring sessions with an expert instructor.

Add to basket
Free Online Demo

IMC Revision: Unit 2

£280.00 + VAT

What’s Included?

Online Q-Bank

An extensive question bank containing more than 450 exam-style questions.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams with 105 exam style questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

For advice on your best study option contact us on +44 20 7776 7500 or email us at [email protected] with any questions you may have and we will be happy to help you.

IMC Core: Unit 1 & 2

From: £795.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a dedicated e-mail address to which you can send e-mails regarding any aspect of the course. Our faculty will do their best to respond to each message by the end of the next business day.

Online Q-Bank

An extensive question bank for Unit 1 and 2 containing more than 750 exam-style questions in total.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams in each Unit. Unit 1 with 85 exam style questions in each, including item sets, multiple choice and gap fill. Unit 2 with 105 questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Premier: Unit 1 & 2

From: £1,500.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank for Unit 1 and 2 containing more than 750 exam-style questions in total.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams in each Unit. Unit 1 with 85 exam style questions in each, including item sets, multiple choice and gap fill. Unit 2 with 105 questions in each, including item sets, multiple choice and gap fill.

Add to basket
Free Online Demo

IMC Mentoring: Unit 1 & 2

From: £3,500.00 + VAT

What’s Included?

Quartic Online

The Quartic Online portal is where you will find all the on-demand classes, question banks, mocks and other resources that make up your course.

Quartic Book

We invest significant energy and resources into producing what we believe are the best materials on the market today. The e-books have a unique freehand annotation capability and accompany the tuition to provide a knowledge base to be used throughout your studies. A print alternative is available for a supplemental fee.

Live Tutor Support

Our support runs from the day you enrol with us until the day of your exam. You will be given a named tutor and dedicated e-mail address, as well as having one-to-one Zoom support. Your tutor will do their best to respond to each message by the end of the next business day. Zoom meetings will be arranged to fit your (and the tutor’s) schedule.

Online Q-Bank

An extensive question bank for Unit 1 and 2 containing more than 750 exam-style questions in total.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get two full length mock exams in each Unit. Unit 1 with 85 exam style questions in each, including item sets, multiple choice and gap fill. Unit 2 with 105 questions in each, including item sets, multiple choice and gap fill.

Executive Support

Includes everything and more! Comprehensive learning tools and regular one-to-one mentoring sessions with an expert instructor.

Add to basket
Free Online Demo

IMC Revision: Unit 1 & 2

£450.00 + VAT

What’s Included?

Online Q-Bank

An extensive question bank containing more than 750 exam-style questions in total.

Mock Exams

Our online Mock Exams are designed to mimic the actual exam in difficulty and length. You will get one mock exam for each unit. Unit 1 with 85 multiple choice questions, including an item set. Unit 2 with 105 multiple choice questions, including an item set. Analysis of the results should give you the best guidance on how to focus your final days of preparation.

Add to basket
Free Online Demo

Free Online Demo For Investment Management Certificate (IMC) Training

Please complete the online demo download form to gain access to the interactive learning experience.

What Our Clients Say

At Quartic we teach investing with a passion, inspiring delegates of all levels. From exam courses to bespoke executive programmes, the Quartic team prides itself on making our courses highly interactive and enjoyable to attend, whether in person or online.

★★★★★ Rated 5 out of 5

Quartic played a key role in helping me pass CFA Level II. Mr. Blain is highly knowledgeable and supportive, and their clear, well-structured materials made even the most complex topics manageable.

CFA preparation was the toughest challenge I’ve faced, and Quartic’s guidance made all the difference. Highly recommended to anyone pursuing the CFA designation.

Ruben Zaffagni
★★★★★ Rated 5 out of 5

Your online platform and study materials were absolutely instrumental in my preparation. The comprehensive content, practice exams, and especially the insightful explanations provided a solid foundation for my understanding. I truly believe that without the support and quality of Quartic’s resources, this achievement would have been much more challenging to attain.

Thank you for your dedication to creating top-notch educational tools that make a real difference in the lives of students like me. Your commitment to excellence has paid off, and I am incredibly grateful for the knowledge and confidence I gained from using your platform.

Sarvarjon Pulatov
Multinational Development Bank
★★★★★ Rated 5 out of 5

I used to be a Quartic student, and I remain deeply grateful for the foundational training I received. I still vividly remember Mr. Nicholas Blain’s teaching, which not only laid a solid foundation for me but also sparked my enduring interest in the industry.

Rhea Zhang 
Bank of China
★★★★★ Rated 5 out of 5

Today I passed my CFA level 1 exam and wanted to thank you for your great materials and your passion for sharing the knowledge. I really enjoyed watching your videos 😃

Bartosz 
★★★★★ Rated 5 out of 5

Thank you very much for all your support, I will be definitely recommending your service to my colleagues as it was a fantastic experience 🙂

Barbara 
★★★★★ Rated 5 out of 5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova, CFA ACA
Analyst
★★★★★ Rated 5 out of 5

Nicholas is one of the best tutors I have ever studied under. His unique ability is to explain complicated concepts in simple words and graphics, passing on his excellent grasp of the subject.

Alroy Dcruz, CFA
Business Consultant
★★★★★ Rated 5 out of 5

A big thank you to Quartic without whose help I would not have passed CFA Level I first time. Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.

LD.
PwC
★★★★★ Rated 5 out of 5

I would like to thank the Quartic Team for the effort in helping to make sure our classes went on smooth and for the wonderful teaching. It was very impressive. I would also like to thank the tutors for teaching us and for being very helpful in the whole process of preparing for the exam. Overall, it was a great experience having spent the past months with you.

Shanshan Song
LSE Political Sciences
★★★★★ Rated 5 out of 5

I did a lot of research before choosing to partner with Quartic and that’s exactly what it is; a partnership. Their tutors would take you through from the beginning to the end and you can see the passion and their interest in your wellbeing. Quartic structures their classes and curriculum around the feedback they receive from candidates like us to help make it easier, smoother and better for our time with them on this difficult journey. Credit where it’s due, thank you to the team for taking me through my Level 1 2017 and Level 2 2018; only 1 to go! Just to make a point, I tutored colleagues studying with other trainers.

Terence Darko
Institutional Sales, Investment Management
★★★★★ Rated 5 out of 5

Your teaching methods are outstanding – hope to see you at level 3!

Jamie Dorricott
BNP Paribas
★★★★★ Rated 5 out of 5

Thank you again for an amazing revision course, I truly believe it was the turning point in passing this exam.

Ines Cebic-Habibija
EBRD
★★★★★ Rated 5 out of 5

I took the distance learning program for both CFA Levels I and II. I’m from the UAE and have recommended the Quartic distance learning program to my friends.

Abdulla
Mubadala GE Capital
★★★★★ Rated 5 out of 5

The course was great and I feel a lot more confident about the exams.

Alice Pezzo
MFS Investment Management
★★★★★ Rated 5 out of 5

The IMC course at Quartic provided me with a necessary insight about an industry that I wanted to get into. In particular, it allowed me to make a shift from law to asset management and made my studies towards the CFA qualification less stressful. The tutor’s support was always there and all stumbling blocks were substituted with understanding of both theoretical and practical concepts. Thank you Quartic!

Philipp Orlik
Investment Associate
★★★★★ Rated 5 out of 5

I would like to thank you for your support – the Quartic programme is a huge contributor to my success.

Leena Elsamra
EBRD
★★★★★ Rated 5 out of 5

In the space of four months I have pursued and successfully completed both of the exams comprising IMC qualification on the first trial thanks to my studies based on the Quartic training materials. The tutor had a lot of the real life experience and was able to relate the information in a succinct and interesting manner. I look forward to moving into the financial services and so far IMC has opened quite a few doors for me to realise that.

Natalya Zhdanova
Market Research & Analysis
★★★★★ Rated 5 out of 5

I passed the CFA Level III Exam. I just wanted to say thank you so much for all your help. You were great tutors and went beyond answering all my questions very promptly.

Niha Islam
Centrica
★★★★★ Rated 5 out of 5

A huge thanks from me to all the tutors and to Nick for an outstanding preparation, literally from zero.

Svitlana Pyrkalo
EBRD
★★★★★ Rated 5 out of 5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova
Analyst
★★★★★ Rated 5 out of 5

My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.

Izabela
Allianz Global Investors
★★★★★ Rated 5 out of 5

I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!

Daniel Beheshti
Merrill Lynch
★★★★★ Rated 5 out of 5

I am extremely happy with the course and also with Nicholas. All in all great course and great material. Completely the opposite of what’s out there. Helps me understand the concept. Thank you!!

Daniel Beheshti
Merrill Lynch
★★★★★ Rated 5 out of 5

The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials Quartic helped me to pass each level at first attempt.

Kate Kalashnikova
Analyst
★★★★★ Rated 5 out of 5

My experience with Quartic was great. Quartic resources really helped me to save time and concentrate on the most important content of the CFA Curriculum that is necessary to pass the exam. I would definitely recommend Quartic.

Izabela
Allianz Global Investors

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