CFA Society of the UK
Here you can find out more about any CFA Society of the UK qualifications that your financial adviser may have.
Always ask to see your financial adviser's qualifications, including any certificates.
For non-CFA Society qualifications, see our main qualifications menu here.
| Abv. | Name | Description | Level |
|---|---|---|---|
| CFA | CFA Program | The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management | QCF4+ |
| IMAAQ | Investment Management Asset Allocation Qualification | This qualification assesses the knowledge and understanding of portfolio investment management. | QCF3 |
| IMC | Investment Management Certificate | This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4 | QCF3 or QCF4 |
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Nick GreenNick Green is a financial journalist writing for Unbiased.co.uk, the site that has helped over 10 million people find financial, business and legal advice. Nick has been writing professionally on money and business topics for over 15 years, and has previously written for leading accountancy firms PKF and BDO.