CampusDownWiki
Total citations 10,492한국어KO 2,688EnglishEN 5,586日本語JA 745中文ZH 1,473
CampusDown ↗
English

Investment Manager Certificate (Korea)

💼 Business By CampusDown Wiki Editorial Team Last updated
The Investment Manager Certificate (투자자산운용사) qualifies holders for fund and trust asset-management work in Korea; the exam is administered by KOFIA.
Contents
  1. 1. Exam
  2. 2. Careers
  3. 3. FAQ
  4. 4. References

Exam

Multiple-choice coverage of financial products and tax, investment strategy, investment analysis, and ethics and regulation. A total of about 60% with per-subject minimums has typically been required. Exam details change; always check the administering body's current notice.

Careers

Common on CVs for securities firms, asset managers and bank PB roles; actual fund management also needs registration through an employer. Compare with Certified Credit Analyst and AFPK.

FAQ

Can students take it?
Yes, there is no eligibility restriction.
Does it make me a fund manager?
Not alone; employer registration is needed.

Sources reviewed: 2026-10-26

References

  1. 금융투자협회 자격시험센터. https://license.kofia.or.kr
  2. 자본시장과 금융투자업에 관한 법률, 국가법령정보센터. https://www.law.go.kr
  3. Markowitz, H. (1952). Portfolio selection. Journal of Finance, 7(1), 77–91.
  4. Bodie, Z., Kane, A., & Marcus, A. J. (2021). Investments (12th ed.). McGraw-Hill.

Reports and materials that use this theory (Korean)

There are no materials dedicated to this theory yet, but you can search related reports in the CampusDown library (Korean).

Find more reports · Search '투자자산운용사' on CampusDown →

You may also like

Latest ArticlesView all ›

New guides for college study and assignments (Korean)

This article was last updated on October 26, 2026. It is based on widely recognized original works and textbooks; when citing it in a paper, please check the original sources listed in the references.