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Wrap and platform services

J11 (20 CII credits – Diploma level)

The objective of this unit is to develop understanding of the use of platforms in providing financial services, the legal and regulatory environment in which they operate, and the ability to assess the suitability of platforms in meeting client requirements.

Download J11 April 2019 exam guide (PDF)

Download J11 October 2019 exam guide (PDF)

Download the 2019/20 syllabus (PDF)

Please note - this unit will be withdrawn after the October 2020 exam. Those wishing to complete J11 as part of their Diploma must pass the exam by this date. Qualifications and credits achieved via J11 will be valid post unit withdrawal.

Important information for new enrolments on the 2019–20 edition

Anyone wishing to purchase an Enrolment for the 2019–20 study text (for the October 2020 exam session) will only be able to enrol on the digital-only option. This means you will get access to the printable PDF and ebook of the study text on RevisionMate but will not receive any printed copies.


  • 2 hour exam
  • Written short answer questions plus 2 essay-style questions
  • The pass rate for those completing the unit is currently 54%
  • The nominal pass mark is 55%

Recommended study hours: 100 (will vary depending on your experience and ability)

For more information on Digital-only options, please visit: 'Digital Only' FAQ's

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Enrolment (applicable to Oct 2020 exam ONLY)

Information Study text and exam entry

  • Non-members £275.00
  • Members £194.00

Book exam without Enrolment or redeem exam voucher or book re-sit

Information Unit J11 exam

Prices displayed apply to those who wish to book an exam without an Enrolment or 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