Free education library

Build the
foundations.
Skip the noise.

Plain-English chapters on financial markets, asset classes, UK personal finance, pensions, and the full IMC / CFA syllabus — written to be referred back to when it matters.

Browse chapters IMC track
01 / Library

The seven
core chapters.

Each chapter is self-contained — start anywhere. Together they cover everything from how an exchange clears a trade through to how to structure a UK ISA-and-SIPP stack for after-tax compounding.

02 / Certification

IMC & CFA
track.

The CFA UK Investment Management Certificate (IMC) is the entry-level UK qualification for the asset management industry. Our purpose-built track covers both Unit 1 (Investment Environment) and Unit 2 (Investment Practice) — including the AI-graded practice question bank.

IMC study materials Pro · IMC Pass Track IMC
Investment Management Certificate

Pass the IMC
without buying a textbook.

Full Unit 1 + Unit 2 syllabus coverage with worked examples, formula sheets, mock papers, and an adaptive question bank. The same material we'd give a graduate analyst on day one — written to be passed first time.

Unit 1 · Investment Environment Unit 2 · Investment Practice Adaptive Q-bank 2 mock papers Formula sheet
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03 / Reference

Quick
links.

Glossary, methodology, and the live research feed — reference material you'll come back to.

Glossary
Plain-English definitions of every term used on this site
Methodology
How the model portfolios are built and benchmarked
Latest research
All published briefings — most recent first
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