Competences can be classified under three main headings:

  1. Mathematical
  2. Generic – these will be common with those expected of science and technology professionals in other disciplines.
  3. Specific – those relevant to particular employment e.g. finance, teaching, and personal aspirations.






1 Appreciation appreciate its importance
2 Knowledge have a basic knowledge/ability
3 Experience have supervised experience
4 Practitioner have competence


Mathematical Competences

M1 General skills learned in degree
Demonstrate the application of mathematical skills gained during a degree course. A mathematician seeking Chartered Mathematician status will need to demonstrate employment experience requiring the application of mathematical skills gained during a degree course. For some this will involve advancing mathematics through fundamental research but for most, this involvement will be in applying mathematical skills to the development and provision of products, processes and services. To Practitioner level (4).

M2 Skills specific to employment
Demonstrate an understanding of the applications of mathematics in your employer’s area of business. Most mathematical employment will be based on the application of a subset of knowledge gained in a degree course. This knowledge may require enhancement and an understanding of its applications in the employer’s areas of business. Effective use of mathematics may require an understanding and some training in these business areas. To Experience level (3).

M3 Practical problem solving (creative ideas)
Demonstrate your skills of problem definition, analysis and solution. Use theoretical and practical methods in the analysis and solution of problems. To Practitioner level (4).

Generic Competences

All chartered members are normally expected to acquire and demonstrate, by applying a combination of their knowledge, training, and experience, the following competences:

G1 Oral communication (technical)
Demonstrate sound judgements over complex issues, and communicate conclusions clearly to specialists and non-specialists orally and through presentations. Put yourself in their position as non-specialists and provide explanations in language they can understand. To Practitioner level (4).

G2 Written communication and report writing
Communicate effectively in writing through letters, reports and proposals. To Practitioner level (4).

G3 Project planning and management
Use project management methodology to plan and organise projects effectively. Ideally, this should Include quality control and time management. Develop the necessary skills to manage projects to meet agreed standards, objectives and targets. To Knowledge level (2).

G4 Team working
Work effectively in a team. Demonstrate constructive working relationships with colleagues and others. To Experience level (3).

G5 Team leadership
Work effectively in a team, including the ability to provide leadership as appropriate. To Knowledge level (2).

G6 Staff appraisal
Have an appreciation of personnel/ staff assessment and appraisal procedures. To Knowledge level (2).

G7 Negotiating with ‘customers’ or regulators
Demonstrate constructive working relationships with others affected by your work (e.g. fund holders, suppliers, regulators, clients), including your influencing and negotiating skills. To Knowledge level (2).

G8 Handling budgets and estimating
Demonstrate reliable estimating skills, including budgets and programmes. To Knowledge level (2).

G9 Contractual obligations
Including intellectual property rights. To Experience level (3).

G10 Information management and IT skills
Using your knowledge of information management, develop and extend your general and specific IT skills. To Practitioner level (4).

G11 Health & safety requirements/risk management
Using your knowledge of current health & safety legislation, demonstrate a commitment to health, safety and risk management in the workplace. To Knowledge level (2).

G12 Ethics (e.g. IMA Code of Conduct)
Comply with the IMA Code of Conduct and behave with integrity and in an ethical manner. To Practitioner level (4).

G13 Continuing Professional Development
Demonstrate a commitment to Continuing Professional Development. To Practitioner level (4).