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Award winning training provider


Award winning training provider


Excellent pass rates


Tutor support until late


Market leader

info_outline Classroom courses and CBEs are running from our centres and will gradually return to full capacity with additional measures to minimise the spread of the virus. See our COVID pages for details.

Coronavirus advice ›

IMC (Investment Management Certificate)

IMC is an entry-level qualification into the UK investment profession. It provides an excellent foundation into the core areas of portfolio management, research analysis, front office investment activities, relationship management and risk management.

You’ll gain an FCA appropriate qualification for managing investments.

Selected courses are starting to run in-centre as we transition back into the classroom. We expect all classes purchased with face-to-face teaching to be run in-centre from October onwards.
info_outline Save 25% when you buy units 1 & 2

local_offer  Save 25% when you buy units 1 and 2 together

1. Structure

Tested from 1 December 2020 - 31 November 2021 (Version 18)

The qualification is made up of two units: Unit 1 (Investment Environment) and Unit 2 (Investment Practice). You will need to have passed both units to be awarded the qualification.

Entry requirements

There are no entry requirements needed to study IMC, but ideally candidates will have 5 GCSEs A* to C or Grade 4 and above. If it's been a while since you studied Maths, we recommend you take the one day Core Skills Online Course.


Unit 1 - Investment Environment

You’ll gain an understanding of the UK and international financial services industry and markets. You’ll be able to understand the UK regulatory environment, taxation in the UK, client advice, and the conduct of investment businesses.

View syllabus information launch.

£300.00 - £720.00
(£250.00 - £600.00
excl. VAT)
Buy now
Unit 2 - Investment Practice

After completing this unit, you’ll be able to apply statistic and financial mathematical techniques, understand micro and macro economics, analyse the characteristics and risks of equities, and understand and analyse the principles of investment management. You’ll learn how to use investment tools, and how to construct and manage investment portfolios.

View syllabus information launch.

£318.00 - £960.00
(£265.00 - £800.00
excl. VAT)
Buy now

Optional extras

Core Skills Online

If it has been some time since you last studied maths or used it in an exam, this introductory online course (including recordings plus questions) will help you with the core skills you need to pass your exam. Topics include an introduction to quantitative methods and basic derivatives.

excl. VAT)
Buy now

2. Study methods

Do you prefer face-to-face classroom tuition or studying using distance learning at a pace and time that fits around your work and home commitments? Whichever study method you choose, you'll benefit from highly experienced tutors, practical learning methods and ongoing support, right up until your exam. And if you already have the CFA UK Official Training Manual, this can be discounted from your package price.

Study methods available for this qualification

To see which IMC study option is best for you, please see our infographic launch.

grid_on Study method comparison table

Distance Learning

Study at your own pace from wherever you like. Our Distance Learning study option offers maximum flexibility for independent study and comes with MyKaplan access including online questions helping you to study on the go.

You’ll also receive hard copy materials.

Unit 1 & 2 from
excl. VAT)
Distance Learning with recorded classes

Study at your own pace from wherever you like. Our Distance Learning study option offers maximum flexibility for independent study and comes with MyKaplan access including online questions helping you to study on the go.

You’ll also receive hard copy materials and access to all of the recorded classes delivered by an expert tutor.

Unit 1 & 2 from
excl. VAT)
Classroom courses are currently being taught via Live Online. Stay on track, study online.

A traditional scheduled programme with face-to-face tutor led classes.

  • Classes with your peers at set times of the day
  • Includes distance learning material plus recorded classes
  • Weekday or evenings available.
Unit 1 & 2 from
excl. VAT)

Timetables - Classroom

Unit 1 takes place over 2 days from 9-5pm or 5 evenings from 6-8pm.

Unit 2 takes place over 3 days from 9-5pm or 8 evenings from 6-8pm.

date_rangeView timetable

location_on Classroom location

All classes take place at our Moorgate training centre:

Inhouse training

We also offer inhouse training for your staff, allowing bespoke exam courses designed specifically for your staff. Please contact us on 020 7920 3060 or email us at or to find out more about how we can help train your team.

3. Exams and sittings


All exams are delivered by computer based testing (CBT) on demand and can be sat across the UK, overseas and also remotely. You'll need to register with the CFA UK directly for exam entry launch.

The IMC syllabus is updated every year on 1 December. This is to ensure that the content of the IMC remains relevant to the current financial services industry landscape.

Testing is via a mixture of standard multiple-choice questions, item set questions based around short scenarios, and gap-fill questions requiring a value to be typed in an answer field. Unit 1 has 85 questions and takes 1 hour 40 mins and Unit 2 has 105 questions and takes 2 hours 20 mins.

Provisional exam results are available online within three working days.

How long does it take to pass?

Students typically take 3 - 6 months to achieve the qualification, but this depends entirely on your preferred way of learning and study method.

We recommend 80 hours of study time for Unit 1 and 120 hours for Unit 2.

Are there any exemptions available?

You may be eligible for an exemption launch from one or more of the exams depending on your prior qualifications.

4. Study materials and delivery costs

Study materials - Valid from 1st December 2020 - 31st November 2021 (Version 18)

Whichever study method you choose, you’ll receive the following materials:

  • Full Study Guide

    Emailed to you on booking, and also available on MyKaplan, the study guide pulls the hard copy and online study materials together into a recommended study approach.

  • CFA UK Official Training Manual

    Written by CFA UK, this manual covers all the syllabus and is the official reference document for real exam questions (supplied in hard copy).

  • Question & Answer Book

    Contains printed chapter questions to test yourself and check your progress. Each question is compiled to reflect as closely as possible the standard and type of question that you will face in the real exam.

  • Access to MyKaplan

    Our online learning portal with everything you need to prepare for your exam.

  • IMC Calculator (unit 2 only)

    The official IMC calculator, the Texas Instruments TI-30XB.

Delivery costs

How much it costs to deliver your study materials and how long it takes depends on where in the world you live.

UK and NI - £12.50 per unit up to a maximum of £25.00 (including VAT)
EU - £20.00 per unit up to a maximum of £40.00 (including VAT)
Rest of World - £30.00 per unit up to a maximum of £60.00 (excluding VAT)

Materials are delivered to the address you provide us, within the following timescales:

UK – 3 to 5 working days
EU – 5 to 7 working days
Rest of World - 5 to 14 working days

5. MyKaplan: Online Learning Portal

MyKaplan is an online learning portal with practical resources to help you prepare for your exams.

Online features

  • check
    Study Guide - pulls the hard copy and online study materials together into a recommended study approach
  • check
    Syllabus - a complete breakdown of what you’ll be studying
  • check
    Online Questions - compiled to reflect the standard and types of question in the actual exam
  • check
    Tutor recording with slide pack - watch and replay classes whenever you like (included in Distance Learning with recorded classes or classroom packages)

Access duration

You can access your online content for 12 months from your enrolment date.

computerMinimum system requirements for MyKaplan

6. Tutor support

We’ll support you every step of the way throughout your IMC learning experience with us. You can contact a tutor and get the help you need, with a response time of under 48 working hours. Please contact us at

In addition, classroom tutors will provide you with their contact details.

7. Course pricing and funding options

Pricing structure

Prices below are based on purchasing unit 1 & 2 and include a 25% discount for purchasing both units together. If you only need one unit, then you can purchase them separately.

Unit 1 & 2 Package Price (excl. VAT) Price (incl. VAT)
Weekday Classroom £862.50 £1,035.00
Evening Classroom £1,050.00 £1,260.00
Distance Learning £386.25 £463.50
Distance Learning with recorded classes £600.00 £720.00

All prices include study material for Version 18 of the syllabus (valid from 1st December 2020 - 31st November 2021)

Funding options

Employer sponsored ›

Your employer may fund the costs of your studies if you’re already working in a related field and want to develop your learning. You’ll need to speak to them to see if you’re eligible and confirm that they’re happy to pay for your studies.

Payment plans ›

The IMC qualification is covered with our interest-free payment plan, providing the total cost is £500 minimum (including VAT). The plan lets you spread the cost of your studies over a period of time, with no extra costs.

Apprenticeships ›

You may eligible for an Apprenticeship through your employer, depending on your circumstances. Speak to your employer to find out more.

How to enrol

Enrol online, call us on 020 7920 3060 or enrol with a form which you can email to

picture_as_pdf Download enrolment form

Why study IMC with Kaplan?

Official training manuals

As the only provider to supply official training manuals we are confident that we have the knowledge and skills for you to succeed.

Extensive question book

Our practise questions reflect the types of questions you’ll face in the real exam so you are as ready as you can be.

Personalised learning

With the MyKaplan online study portal you’ll have access to your personalised study portal, where you can access all your learning resources, take tests, and contact your tutor.

Core modules for key competencies

We also offer a Core Skills Online course, if you need to refresh your maths skills before starting the IMC.