CII Certificate in Discretionary Investment Management
What is the purpose of this Certificate?
The RQF level 4 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
| Criteria | Details |
|---|---|
| Available units: | R01 Financial services, regulation and ethics (compulsory) J10 Discretionary investment management (compulsory) |
| Credits required for qualification: | 40 |
| Level: | 4 |
