Investment Managers' Charitable Trust

Study for an investment qualification

Our first and continuing project is to provide bursaries to under 25 year old individuals wanting to gain a Level 4 investment qualification.

Investment Management Certificate (IMC)

The CFA UK Level 4 Certificate in Investment Management (IMC) transforms your career and turns your potential into progression – and it’s open to everyone. Developed, delivered and awarded by CFA UK, we combine essential investment knowledge and theory with practical, day-to-day application.

The IMC tests your knowledge – and takes it further. The syllabus is designed by the IMC panel and investment practitioners, for investment practitioners. Recognised by firms as a stamp of excellence, the IMC has created opportunities and transformed careers for thirty years – and counting. So, will yours be next?

Investment Advice Diploma (IAD)

The IAD was specifically developed to comply with the examination standards of the RDR and it appears on the FCA’s Appropriate Qualification tables. It provides a sound grounding in UK financial services and consumer relationships, macro-economic environment, settlement, safe custody and prime brokerage, exchange traded futures and options and financial protection.

The IAD is suitable for practitioners advising and/or dealing in Securities or Derivatives, or advising on Retail Investment Products and Friendly Society Tax-Exempt Policies and/or Managing Investments.

A Guild member will offer to mentor you while you are studying.

Investment Managers' Charitable Trust