Investment Management Certificate
"Although it's easy to forget sometimes, a share is not a lottery ticket... it's part-ownership of a business."
Peter Lynch
Quartic Training IMC Programme
Quartic Training offers candidates flexible and modular courses for the Investment Management Certificate (IMC), as administered by CFA UK.
The IMC contains two units:
Investment Environment (IE)
- Topic 1: The UK Financial Services Industry - a European and Global context
- Topic 2: Financial Markets
- Topic 3: Legal concepts
- Topic 4: Regulation of Financial Services
- Topic 5: The Role of the Financial Services Authority (FSA)
- Topic 6: The Regulatory Framework
- Topic 7: The Regulatory Advice Framework
- Topic 8: The FSA's use of principles and outcomes based regulation
- Topic 9: Code of Ethics and Professional Standards
- Topic 10: Ethical and Compliance Driven Behaviour
- Topic 11: Retail Clients
- Topic 12: Client Objectives and the Investment Advice Process
- Topic 13: Skills required when advising clients
- Topic 14: The UK tax system
- Topic 15: The taxation of investments
- Topic 16: Tax planning
- Topic 17: Application of personal tax planning to investment advice
Investment Practice (IP)
- Topic 18: Asset Classes
- Topic 19: Investment Products
- Topic 20: Derivatives and Other Instruments
- Topic 21: Investment Theories and Models
- Topic 22: Investment Management Principles
- Topic 23: Investment Performance Measurement
- Topic 24: The Macro-economic environment
- Topic 25: Micro-economics
- Topic 26: Statistics and Financial Mathematics
- Topic 27: Accounting
Materials
What will you receive on the course?
For each unit Quartic provides you with:
- The Official Training Manual
- The Quartic class workbook
- Virtual classroom lecture recordings *
- A full length mock exam
and all complete Review course bookings will also receive the required Casio calculator free of charge.
The slides used for the IMC courses are in Quartic's unique style: clear, comprehensive and intuitive. Although many IMC concepts require a significant amount of study, our simple graphic examples make the learning process much easier.
* NOTE: The IMC sessions will be made available as screen captured videos from our links page following the presentation of the classes.
Prices
The IE and IP modules can be booked seperately or the full Review course can be booked for a hugely discounted price; please see the table below.
Support
All IMC candidates receive full tutor support from the day they open their class workbook all the way through to the exam day. Tutors are in the office to give one-to-one support if a candidate needs that extra helping hand and provide personal e-mail addresses and phone numbers. Candidates are also welcome to use Quartic study rooms and facilities when available.
Timetable
The courses run regularly through the year, the dates for the next courses are:
Investment Environment (new curriculum - level 4): Tuesday & Thursday evenings 14, 16, 21, 23, 28 September 2010
Investment Environment (new curriculum - level 4): Tuesday & Thursday evenings 30 November & 2, 7, 9, 14 December 2010
Investment Practice (new curriculum - level 4): Tuesday & Thursday evenings 19, 24, 26, 28 October & 2, 4, 9, 11 November 2010
Application Form
Please download the IMC Application Form and Terms and Conditions here.