How a 19-year-old passed the Investment Management Certificate

CFA UK exam

Tom Eckett
clock • 1 min read

Passing the Investment Management Certificate when entering the industry is no mean feat, so when Joshua Stait decided to take this challenge on at just 19, a key question to ask has to be ... why?

The CFA UK's IMC is an entry-level qualification into the UK investment profession and is a requirement for some professions including portfolio management and research analysis. The majority of people sitting the exam only do so when asked by their employer at the start of their careers. However, Stait decided to start studying for the certificate when he had some time off in-between school and university. He said he wanted to use this time to get a "head start" and figured taking the IMC would help him achieve this. "Passing the IMC can act as a great gateway into the industry," ...

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