J10 - Discretionary Investment Management Revision Course

One full-day

14 October 2025, 09:30 - 16:30 (UK) 

This online revision course is designed to help you feel more prepared for your exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

Public course booking

Members: £169
Non-members: £219 

To book this course for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest :

Summary

Dates: 14 October 2025 

Timings: 09:30 - 16:30 (UK)

 Duration: One full day

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience. 

Price: £169 Members/£219 NM

Course Overview

• Understand the behaviour, performance, risk profile and correlation of key investment types
• Understand the role of the investment manager
• Understand discretionary and non-discretionary portfolio management
• Understand the principles and limitations of modern portfolio theory
• Understand indices and performance measurement
• Understand the principles of basic financial mathematics
• Understand accounts and their interpretation

Your workshop will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.  

The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks.  

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.