Investment Management Certificate (IMC) in UK



Investment Management Certificate is offered in UK for Investment professionals. It’s mostly suitable for people working in the stock market, investment banks and insurance companies.

The Investment Management Certificate (IMC) opens doors in the investment industry and teaches you to be fluent in the language of finance. Widely recognised as the definitive introduction to investment management and a prerequisite for many positions, the IMC qualification is one you won’t want to be without. You will learn about the financial markets, regulations, accounting, economics and financial maths – all essential if you wish for a career in financial services. Once completed, you’ll be eligible to join the CFA® UK Society, use the prestigious letters ‘IMC’ after your name, and join the 15,000 investment professionals who currently hold the IMC qualification.

With BPP, you can choose an IMC course option to match your current knowledge and experience level. You’ll benefit from expert tutor support, online classroom and classroom study learning options, aided by both online and physical study materials including downloadable online lectures. We even have a one day Introduction to Financial Maths course if you want to boost your maths skills and confidence. We are so confident that our approach will lead to success in your IMC examinations that we offer Pass Assurance* on our classroom courses, allowing you to re-attend the course for free if you fail.

Key Information

  • Excellent introduction to Financial Services Industry
  • Pass assurance* – resit course for free if you fail
  • Online lectures and question banks
  • Work towards RDR compliance requirements
  • One day Introduction to Financial Maths course
  • Full-time tutor support
  • Legal CPD accreditation
  • Online classroom and classroom study learning options
  • Threshold requirement for FCA Approved Person status
  • If you book Unit 1 and Unit 2 together you can benefit from a discount of up to 35% with our combined packages

Get ahead with the IMC

The Investment Management Certificate (IMC) is your passport to a world of exciting career opportunities within the investment management industry. Administered by CFA UK, it’s an excellent introduction to investment management and a pre-requisite for many positions within the industry.

The IMC is designed for anyone seeking FCA ‘Approved Person’ status in the following roles:

  • 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 adviser

The IMC is also useful if you work in a related area within the industry – such as information technology, compliance and marketing – and you want to understand the language of investments and the market.

The IMC would also be very valuable if you are leaving University or in your final year looking for something to give you an extra CV boost when looking for graduate positions. A professional qualification alongside an academic one can really make you stand out from the crowd.

Moving on to other qualifications

The IMC is the perfect springboard into CFA® Level I. Many of the topics you’ll cover in the IMC course are expanded on in the CFA Program. What’s more, now that the new Level 4 syllabus ethics content is based on the CFA Code of Ethics, the IMC is closer to the CFA Program than ever before.

The IMC is also an excellent entry point to give you confidence to attempt other more advanced qualifications, such as the CISI Diploma or the CISI Masters in Wealth Management Programme.

Outstanding flexibility and study options

You can choose from classroom courses or distance learning.