Working group member: IMC Panel (Volunteer role)

Purpose
The profession's benchmark entry-level qualification, the IMC is used by leading investment firms to demonstrate competence for regulatory purposes. The IMC offers an excellent foundation to careers in the investment profession. Many IMC holders continue their professional development by studying for the Chartered Financial Analyst (CFA) Program. The IMC is an FCA Appropriate Qualification for the activity of ‘Managing Investments’. CFA UK is the Awarding Organisation for the IMC qualification.

The main role of the IMC Panel is to ensure the IMC qualification is fit for purpose, valid, and applicable to the investment industry. This is achieved through the review of the IMC exam itself, plus the Official Training Manual which is the study material provided by CFA UK.

In addition, the IMC Panel reviews and overseas certain aspects of operational activity. This includes pass rates, assessment queries, and performance of test centres.

Main activities:

• To input into and determine the IMC syllabus
• To review and provide feedback on examination questions
• To review and provide feedback on the IMC study materials

Who are we looking for?

Subject matter expertise

• Practitioners who can input into one or a combination of the following topics:
  Topic 1 – Financial Markets and Institutions.
  Topic 2 – Ethics and Investment professionalism
  Topic 4 – Legal concepts
  Topic 5 – Client advice
  Topic 7 – Quantitative methods
  Topic 8 – Microeconomics
  Topic 9 - Macroeconomics
  Topic 11 – Equity
  Topic 12 – Fixed income
  Topic 14 – Alternative investments and private markets
  Topic 15 – Portfolio management
  Topic 16 – Investment products
• Availability for around seven meetings throughout the membership year.
• Ability to work with a group to shape ideas.

Other criteria

• Minimum of five years’ experience in the UK market
• IMC qualification / CFA Level 1 or full CFA Charterholder or equivalent qualification
• Current CFA UK member (desirable)

What you will gain:

• Insight into qualification development and delivery. You will help define and determine the requirements and set the competency standards for those entering the sector.
• Build your profile within the CFA UK network of volunteers, the wider membership and the industry.
• The opportunity to meet an interesting and engaged group of fellow practitioners from a range of sectors.
• Volunteering brings a “shared experience” amongst peers that has long lasting benefits for your career.

Deadline for applications: Open

Next steps: 

Please send a one-page CV and brief cover letter via the Apply Today button above.

Learn more: 

•  If you would like to find out more about what to expect, contact the Volunteering Team on volunteer@cfauk.org