Investment Management Certificate® (IMC)

The Investment Management Certificate® (IMC) is one of the most widely recognised entry-level financial qualifications in the UK and is currently held by over 43,000 investment professionals. It is administered by the CFA® Society of the UK and is a threshold competency examination by the Financial Conduct Authority for the regulated activity of 'managing investments'. When combined with CFA Level I, the IMC satisfies the standards required of Retail Investment Advisers.

Course Information

Face-to-face class option is currently unavailable, please check our online option.

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 curriculum 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 including 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 Essential Financial Maths or the Introduction to Accounting to boost your confidence and fill any knowledge gaps.

All prices are net, VAT will be added where applies.


IMC candidates come from a diverse background and the IMC is generally considered appropriate for anyone entering an investment-related role. The IMC also provides the ideal foundation for those with future plans for the CFA® Program as IMC candidates cover some 30% of the CFA Level I curriculum.

You will learn about the financial markets, regulations, accounting, economics and financial maths.

The next available live classes are:

  • Unit 1 Investment Environment – TBC (1 day)
  • Unit 2 Investment Practice – TBC (3 days)

Classes begin at 9:30 and end at 16:30 each day.


The IMC is examined using computer-based testing, and testing occurs throughout the working week at test centres across the UK, run by Pearson VUE.

The exam format is a mix between standard multiple choice, item sets and gap-fill style questions. Unit 1: Investment Environment has 85 questions, with a 1 hour 40 minute time limit. Unit 2: Investment Practice has 105 questions, with a 2 hour 20 minute time limit.


Unit 1: Investment Environment Syllabus

  • Financial Markets and Institutions
  • Ethics
  • Regulation and legal concepts
  • Client Advice
  • Taxation

Unit 2: Investment Practice Syllabus

  • Quantitative methods
  • Economics
  • Accounting
  • Asset classes
  • Investment theory


  • Full recognition in the industry
  • Foundation for careers in the investment profession
  • Intellectual challenge
  • Contributes to qualification requirements for retail investment advisors
  • Excellent introduction into financial exams (see overlap with CFA® Level I exam)
  • Highlights commitment to ethical standards


No formal prerequisites required. However, if you come from a non-financial background, consider taking our introductory financial maths or accounting course before you start your studies.

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