Description
J10
Discretionary
Investment Management
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.
Virtual Revision Workshop
Our J10 On Demand Classroom gives you structured, expert-led support across the full syllabus – available instantly and designed to fit around your working week.
What you get:
• Nine video classroom sessions covering the full J10 syllabus
• Equivalent to two full days of structured training
The content is designed to build understanding first, then focus on how that knowledge is applied in the exam.
If you’re looking for structured, professional support – without being tied to a fixed schedule – this provides a flexible way to prepare properly.
J10 On Demand Classroom
Available now.
