Description
J10 – Discretionary Investment Management
Prepare for your CII J10 exam with a comprehensive, expert-led training course.
The CII J10 unit is a specialist paper within the Diploma in Financial Planning, providing a deep understanding of discretionary management structures, portfolio theory, and regulatory responsibilities. You’ll learn how to assess client suitability, construct investment portfolios, and understand the operational, ethical, and compliance considerations within discretionary mandates.
Our J10 Master Course gives you everything you need to pass first time:
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Support: Access nine pre-recorded classroom sessions covering the full J10 syllabus; equivalent to two full days of expert-led training. Each session breaks down complex topics into clear, practical lessons that bring investment management to life.
Why Choose This Course
✔ Learn from investment and discretionary management experts
✔ Study flexibly with structured, on-demand video sessions
✔ Build the confidence and technical understanding to pass your J10 exam first time
