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CII Certificate in Discretionary Investment Management

What is the purpose of this Certificate?

The CII Certificate in Discretionary Investment Management is relevant to those involved in discretionary investment management as well as to those who monitor the outsourcing of discretionary investment management. It is also useful for candidates who wish to increase their knowledge of investments.

Once completed, PFS members and holders of the CII Certificate in Discretionary Investment Management can use designation CertPFS (DM).

If you require an FCA appropriate qualification to manage client investments or act as a broker fund adviser, the CII Certificate in Discretionary Investment Management will suffice.

What do I need to do to achieve this Certificate?

Two units are required to achieve the CII Certificate in Discretionary Investment Management. These are:

CII Certificate in Discretionary Investment Management

CriteriaDetails
Available units:R01 Financial services, regulation and ethics (compulsory)
J10 Discretionary investment management (compulsory)
Credits required for qualification:40
Level:Core

R01 Financial services, regulation and ethics

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate57.01%

J10 Discretionary investment management

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions90 MCQs including 4 case studies with five MCQs in each
Nominal pass mark65%
2016 Pass rateN/A