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Discretionary investment management

J10 (20 CII credits – Diploma level)

The objective of this unit is to develop knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

 

Download 2019/20 syllabus (PDF)

Download 2019/20 exam guide (PDF)

Assessment 

  • 2 hour exam
  • 90 multiple choice questions
  • The pass rate for those completing the unit is currently 88%
  • The nominal pass mark is 65%

Recommended study hours: 80 (will vary depending on your experience and ability)

Printed and digital options

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£15 per order: All other countries.

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Enrolment – 2019–20 edition (applicable to exams sat 01 Sep 19 to 31 Aug 20)

Information Study text and exam entry

  • Non-members £275.00
  • Members £194.00

Redeem exam voucher or book re-sit

Information Unit J10 exam

Prices displayed apply to those who wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £153.00
  • Members £112.00

Study text renewal

Information Update your study text to the next edition (Digital only)

  • Non-members £67.00
  • Members £41.00

Information Update your study text to the next edition (Printed and digital)

  • Non-members £67.00
  • Members £41.00