Examius
🇬🇧 United Kingdom · Finance
Investment Management Certificate (IMC) Syllabus
CFA UK benchmark entry-level qualification for those working in UK investment management and portfolio roles.. The complete Investment Management Certificate (IMC) outline — 6 subjects, 27 chapters and 97 topics — laid out so you can see exactly what has to be covered and tick each item off as you go.
Investment Management Certificate (IMC) subjects
Each subject below has its own page with the full chapter → topic → sub-topic tree and a set of real exam-style flashcards.
4 chapters · 17 topics · 45 sub-topics
Quantitative Methods and the Time Value of Money4 chapters · 15 topics · 30 sub-topics
Microeconomics, Macroeconomics and Financial Statements4 chapters · 14 topics · 30 sub-topics
Asset Classes and Financial Instruments6 chapters · 21 topics · 43 sub-topics
Unit 2 — Investment Risk, Return and Portfolio Theory4 chapters · 13 topics · 26 sub-topics
Portfolio Management, Construction and Performance5 chapters · 17 topics · 34 sub-topics
Investment Management Certificate (IMC) flashcard decks
314 question-and-answer cards across 6 decks, written against this syllabus. Preview any deck free.
- Unit 1 — The Regulatory and Financial Environment — 50 cards
- Quantitative Methods and the Time Value of Money — 50 cards
- Microeconomics, Macroeconomics and Financial Statements — 54 cards
- Asset Classes and Financial Instruments — 59 cards
- Unit 2 — Investment Risk, Return and Portfolio Theory — 50 cards
- Portfolio Management, Construction and Performance — 51 cards
How to work through the Investment Management Certificate (IMC) syllabus
The outline on this page is arranged the way the syllabus itself is: subject, then chapter, then topic, then sub-topic. That last level is what most study plans skip, and it is where coverage actually goes wrong — a chapter marked "done" often has three sub-topics inside it that were never touched.
Weight your plan accordingly: Asset Classes and Financial Instruments carries 21 topics while Unit 2 — Investment Risk, Return and Portfolio Theory carries 13. Giving both the same number of weeks is the most common planning mistake for Investment Management Certificate (IMC).
The ~115 hour estimate above is a first pass only: roughly 45 minutes per topic plus 12 minutes per sub-topic. Revision cycles, past papers and mocks sit on top of that number.
Investment Management Certificate (IMC) syllabus FAQ
What subjects are in the Investment Management Certificate (IMC) syllabus?
Investment Management Certificate (IMC) covers 6 subjects: Unit 1 — The Regulatory and Financial Environment, Quantitative Methods and the Time Value of Money, Microeconomics, Macroeconomics and Financial Statements, Asset Classes and Financial Instruments, Unit 2 — Investment Risk, Return and Portfolio Theory and Portfolio Management, Construction and Performance. Together they contain 27 chapters and 97 named topics.
How big is the Investment Management Certificate (IMC) syllabus?
The full Investment Management Certificate (IMC) outline breaks down into 27 chapters, 97 topics and 208 sub-topics. Asset Classes and Financial Instruments is the largest single subject with 21 topics across 6 chapters.
How long does it take to cover the whole Investment Management Certificate (IMC) syllabus?
Roughly 115 hours for one full pass. That estimate allows about 45 minutes per topic plus 12 minutes per sub-topic, so it is first-pass coverage — revision, past papers and mock tests sit on top of it. At 3 hours a day that is about 5 weeks.
Are there Investment Management Certificate (IMC) flashcards?
Yes — 314 question-and-answer flashcards across 6 decks, one per subject, written against this syllabus. A sample of every deck is readable on this site for free, and the complete decks are in the Examius app.
Is this Investment Management Certificate (IMC) syllabus free to use?
Yes. Every page here is free to read, and importing the Investment Management Certificate (IMC) syllabus into the Examius app to tick off topics as you finish them is free too, in United Kingdom and everywhere else. No account is needed to start.
Related Finance syllabuses
Professional treasury, corporate finance and risk management qualifications for treasurers and finance professionals.
Chartered Banker Institute Qualifications syllabusUK professional banking qualifications and Chartered Banker status for retail, commercial and professional bankers.
Chartered Institute for Securities & Investment (CISI) Qualifications syllabusUK professional body offering exams for wealth management, securities, investment and financial planning practitioners.
Chartered Insurance Institute (CII) Qualifications syllabusProfessional exams for insurance and financial advice practitioners, including the Diploma and Chartered Financial Planner status.
Institute and Faculty of Actuaries (IFoA) Exams syllabusThe UK actuarial professional examinations leading to Fellowship (FIA) for actuaries in insurance, pensions and risk.
London Institute of Banking & Finance (LIBF) Qualifications syllabusBanking, finance and mortgage advice qualifications (e.g. CeMAP) for finance and lending professionals.
Certified Financial Planner (CFP) syllabusPersonal financial-planning certification from the CFP Board covering investments, retirement, tax, and estate planning.
CFA (Chartered Financial Analyst) syllabusCFA Institute's globally recognized investment and finance credential with three levels, widely pursued in India.
Chartered Alternative Investment Analyst (CAIA) syllabusCredential from the CAIA Association focused on hedge funds, private equity, real assets, and alternative investments.
Browse all 17 Finance syllabuses → · All United Kingdom exams →