CII J10 Exam: Discretionary Investment Management
The CII’s J10 exam forms part of the Diploma in Financial Planning and the Certificate in Discretionary Investment Management. It is a 2-hour multiple-choice question paper consisting of 90 questions (70 multiple-choice, and 4 case studies with 5 multiple-choice questions in each), with a nominal pass mark of 70%.
The exam syllabus includes understanding client’s investment objectives; key investment types; portfolio management; fund objectives and approaches; portfolio theory; performance measurement, analysing and interpreting financial information.
Our learning resources
This is for you if…
You require multiple resources and wish to save money. Make use of our J10 study kits, reducing the cost of your CII exam study with an automatic discount of up to 20% on our standalone prices. Choose from our J10 study kit with only two resources, or get three!
This is for you if…
You want essential J10 mock exam questions practice in an online setting. Our J10 E-Mocks allow you to log on and take short quizzes of 10, 30, or 90 questions, or practise with a fully timed mock exam. You can access five different full mock exams, each with a unique set of case studies that remain the same each time you retry that exam.
This is for you if…
You want essential J10 mock exam questions practice but you like to print out and sit mock papers with pen and paper. You will receive 3 full sets of 90 questions and answers, including 4 case studies, in PDF format for you to print yourself, plus cross-references to the CII J10 study text. Note: these questions are included in our J10 Online E-Mocks
This is for you if…
You need help with the calculations aspect of your CII J10 exam. This J10 calculation workbook helps you decipher and extract the necessary information from a calculation question and provides calculation questions with full step-by-step answers, detailed explanations, and cross-references to the CII J10 study text.
This is for you if…
You are further along with your CII J10 exam studies and are now ready to focus on a streamlined version of the J10 exam content combined with self-test questions, to meet the requirements of the CII J10 learning outcomes and exam syllabus.
- “The hard work needed to get through exams is paying off. Many more advisers have been inspired to learn and work hard. My old boss told me once – we don’t sell widgets – we sell knowledge, trust and confidence. Knowledge is a key component - the trust equation is a whole different subject, but many more advisers have been on a learning journey that is sure to continue - and the stats prove it. Well done to everyone at Brand for supporting them on that journey."
John ReynoldsExpert Pensions, Edinburgh - "Brand Financial Training's great material was easy to use and really helped me get through some areas to get the Diploma. I'll use them next time for future exams."Giovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
- "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"Paul JacksonPartner, Professional Practice Services, Worcestershire
- “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”Philip DoddChester
- "I have always used Brand Financial Training for the papers and practice for the exams, and I would also say that probably due to Brand Financial I have passed every exam first time and also managed to achieve the Fellowship in good time (about 30 months from starting the diploma to finishing). I have recommended you to all who wish to sit the exams in the future."Brian HemmingsChartered Financial Planner, GMB Portfolio Services Ltd, Edinburgh
- "I'm now Chartered... I have sat six exams in a year - all supported by Brand and passed them all. Thank you!"Scott MiddletonJ M Taylor, Aberdeen
John Reynolds
