IMC Refresher
Refresh your skills, reshape your career. CFA UK's IMC Refresher is designed to update your knowledge to help you advance your career.
START THE REFRESHER WHAT IS THE IMC?UPDATE YOUR SKILLS
To find a new way forward, you sometimes have to go back to basics.
CFA UK's Investment Management Certificate (IMC) has been the backbone of many investors' skillsets for decades. However, as you look for the next edge in your career, it's easy to lose sight of the crucial skills you learned in the beginning.
That's why we've designed the IMC Refresher - the perfect way to refresh your core knowledge and apply it to the next generation of investing. Across three unique modules, our refresher takes the tools the IMC (the benchmark qualification for investment professionals in the UK) teaches and brings it to emerging sectors - digital assets, financial promotion on social media and anti-greenwashing regulations.
It's time to update your skills and take your career up a level. Watch our introduction to the IMC Refresher now to find out more about what you could learn.
WATCH THE INTRO
DECIPHERING DIGITAL ASSETS
Crypto is one of the most fast-moving sectors in finance - and one of the least regulated.
However, the FCA's financial promotion restrictions are expanding, changing the way that investments in these digital assets can be marketed to consumers.
Now, crypto will be categorised as a specific type of high-risk investment, affecting the way all investment companies must promote these products in the UK.
Wendy Saunders, Partner, Head of Financial Services Regulatory, Lewis Silkin explains how to navigate the new rules around cryptocurrency promotion and what investors should do when dealing with these assets in today's market.
WATCH MODULE 1NAVIGATING SOCIAL MEDIA
Investing is not only done by major firms - more than ever, social media provides a gateway for people worldwide to enter the retail investment market.
But investing comes with risk for retail customers, and financial promotion on social media often downplays this risk.
That's why the FCA have published updated guidance this year to emphasise that all social media communications about investments, from Instagram advertisements to messages in chatrooms, must be fair, clear and not misleading.
Chris Ratcliffe, Partner, Osborn Clark outlines how to comply with these new considerations and harness the opportunities social media presents in promoting investment products.
WATCH MODULE 2
IDENTIFYING GREENWASHING
Clients and stakeholders care more about the impact of their investments than ever before. However, some financial products aren't as green as they seem.
That's why new anti-greenwashing legislation is being introduced, designed to prevent firms from exaggerating the sustainability of their products.
That means that investors must promote financial products in a way that is consistent with their actual benefits, and any claims about their 'ESG compliance' or 'carbon neutrality' must be substantiated.
Joseph Lingard, Senior Associate, Eversheds Sutherland and Kari McCormick, Partner, Eversheds Sutherland refresh your knowledge to help you apply it to a more sustainability-conscious market.
WATCH MODULE 3WANT TO LEARN MORE?
Watch our learning plans and over 100 expert-led talks on Professional Learning, wherever and whenever it suits you. Just login with your CFA UK Account to start learning!
PROFESSIONAL LEARNING