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CFA Institute


We are a professional body for investment professionals including financial analysts and investment managers. As a professional body we represent the interests of our 11,000 members. We seek to support them in their work and continuing development through running live educational events, offering online learning (CPD), promoting high professional and ethical standards, and representing their views to policy-makers and the public. Our aim through undertaking these activities is to serve society’s best interests.


Whilst our primary role is that of a professional body, we also develop, deliver and award qualifications. In particular we act as the Awarding Organisation for the Investment Management Certificate (IMC). This is the UK’s leading entry level qualification for those joining the investment profession.

Finally, we are part of the worldwide network of member societies of CFA Institute (the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations). We support the CFA Program® and the Claritas certificate, which are awarded by CFA Institute.