The CFA Society UK is the awarding body for the Investment Management Certificate (IMC) whilst the CFA Institute is the awarding body for the Chartered Financial Analyst (CFA®) qualification.

The IMC is the most widely recognised and popular qualification of its kind in the UK. It is deemed by many to be the profession’s benchmark entry level qualification, which is why so many investment firms use it to demonstrate the competence of their staff for regulatory purposes.

The IMC provides its candidates with an excellent foundation for a career in the investment industry, with many taking the next step onto the Chartered Financial Analyst (CFA®) qualification.

We are pleased to be able to provide our clients with study support for both of these professional qualifications through our strategic partnership with Quartic Training.

The Chartered Financial Analyst (CFA®) Program

The Chartered Financial Analyst (CFA®) Program is deemed as the gold standard of professional credentials within the global investment community.

Many investors believe that achieving the CFA designation is the definitive standard for measuring competence and integrity within portfolio management and investment analysis. The CFA® Program covers the following topics:

  • Ethical and professional standards
  • Investment tools
  • Asset classes
  • Portfolio management and wealth planning.

These topics are tested to varying degrees at each level of the qualification.

Who takes the CFA® Program, and what are the entry requirements?

The CFA® Program attracts in excess of 200,000 candidates each year to sit the exams. These candidates are investment professionals who wish to specialise, enhance their career or simply gain a wider understanding. Additionally non-investment professionals in the field of investments, such as lawyers and accountants will often choose this route to develop and broaden their professional expertise. There is also a number of students entering the world of finance and investment that are turning to the CFA® Program to highlight their determination and relevant qualities to employers. This wide range of candidates all sit the exams and are able to enrol so long as they meet the entry requirements below.

The CFA® Program is open to those who meet the entry requirements outlined below:

  • Bachelor’s degree (or equivalent) OR
  • Final year of degree program*OR
  • Four years of professional work experience OR
  • Combination of university and work that totals four years.

*it is possible to enrol for the level one course at this stage but must have received the degree before being able to progress to the level two exam.

How can you study?

FSTP is delighted to be able to offer a complete examination support service for IMC and CFA levels I, II and III to our clients. This is delivered through our strategic partnership with Quartic Training. These study programmes are offered in a range of study options;

  • Full-time
  • Part-time
  • Distance learning

This allows any candidate to find the study option that provides them with the flexibility to complete their studies around their other commitments. We are also able to provide programmes on an in-house basis to allow firms to offer structured professional development pathways to their staff.

If either the IMC or CFA® Program are of interest to you, or could benefit your staff, please contact us to discuss your needs. We will make sure you are supported on your journey to achieving this gold standard qualification.

To discuss next steps, please call us today on 0203 178 4230. Or email

Please get in touch today. We’d be happy to set up an initial meeting to discuss exactly how we can help you.

0203 178 4230

“The tutors were enthusiastic, the classes enjoyable, the explanations clear and intuitive, and with excellent teaching materials ”

Quartic Training Candidate

Kate Kalashnikova, CFA ACA


“Classes were interactive and entertaining, the material easily digestible and very relevant to the exam, and the videos were extremely useful too. I would definitely recommend Quartic.”

Quartic Candidate

Leyla Dorri, CFA level II candidate