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Investment Management Certificate (IMC) Syllabus

CFA UK benchmark entry-level qualification for those working in UK investment management and portfolio roles. The full Investment Management Certificate (IMC) syllabus: 6 subjects, 27 chapters, 97 topics and 208 sub-topics, with 314 flashcards written against it.

6Subjects
27Chapters
97Topics
208Sub-topics
314Flashcards

Investment Management Certificate (IMC) subjects

Investment Management Certificate (IMC) has 6 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.

Unit 1 — The Regulatory and Financial Environment

4 chapters · 17 topics · 45 sub-topics · 50 flashcards

  1. The Financial Services Industry and Markets · 4 topics
  2. The UK Regulatory Framework · 5 topics
  3. Financial Crime, Conduct and Ethics · 4 topics
  4. Taxation in the UK · 4 topics

Quantitative Methods and the Time Value of Money

4 chapters · 15 topics · 30 sub-topics · 50 flashcards

  1. Time Value of Money · 4 topics
  2. Descriptive Statistics · 4 topics
  3. Probability and Distributions · 4 topics
  4. Investment Mathematics and Returns · 3 topics

Microeconomics, Macroeconomics and Financial Statements

4 chapters · 14 topics · 30 sub-topics · 54 flashcards

  1. Microeconomics · 3 topics
  2. Macroeconomics · 4 topics
  3. Monetary and Fiscal Policy · 3 topics
  4. Financial Statement Analysis · 4 topics

Asset Classes and Financial Instruments

6 chapters · 21 topics · 43 sub-topics · 59 flashcards

  1. Cash and the Money Market · 3 topics
  2. Fixed Income Securities · 4 topics
  3. Equities · 4 topics
  4. Derivatives · 4 topics
  5. Alternative Investments and Property · 3 topics
  6. Pooled and Packaged Investments · 3 topics

Unit 2 — Investment Risk, Return and Portfolio Theory

4 chapters · 13 topics · 26 sub-topics · 50 flashcards

  1. Risk and Return Fundamentals · 3 topics
  2. Modern Portfolio Theory · 4 topics
  3. Asset Pricing Models · 3 topics
  4. Behavioural Finance · 3 topics

Portfolio Management, Construction and Performance

5 chapters · 17 topics · 34 sub-topics · 51 flashcards

  1. The Investment Process · 3 topics
  2. Asset Allocation · 3 topics
  3. Portfolio Construction Styles · 4 topics
  4. Performance Measurement and Attribution · 4 topics
  5. ESG and Responsible Investment · 3 topics

Investment Management Certificate (IMC) flashcards

314 question-and-answer cards across 6 subject decks, each shown in full on its subject page.

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.

How many chapters and topics are in the Investment Management Certificate (IMC) syllabus?

27 chapters and 97 topics, broken down further into 208 sub-topics, across 6 subjects. Asset Classes and Financial Instruments is the largest subject, with 21 topics in 6 chapters.

Are there Investment Management Certificate (IMC) flashcards?

Yes — 314 question-and-answer flashcards in 6 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.

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