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J10 : Discretionary investment management

The CII’s J10 exam is one exam that can be sat to achieve the Diploma in Financial Planning. 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 65%.

The exam syllabus includes key investment types, portfolio management, fund objectives and approaches, portfolio theory, performance measurement, financial and ratio analysis and more.

Our learning resources

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Mock Exam Papers

3 full sets of 90 Q&A including 4 case studies, with cross references to the relevant CII study text.  All questions and answers are written by Brand Financial Training and kept up-to-date to reflect changes to the exam syllabus and tax year.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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  • "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 ManigliaGiovanni ManigliaWealth Management Adviser, Lloyds TSB, Bristol
  • "I have used Brand Financial Training for many of my CF & R0 exams. Each module has done exactly what it days on the tin, and it helps you pass your exams. The material is very detailed, but not to the point it's overwhelming. It complements the CII coursework, but gives you a detailed understanding of the topics and puts your theory into practice. I have a 100% success rate so far, and I wouldn't hesitate to recommend the service to any of my colleagues or friends."
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    Thornton HolmesThornton HolmesDirector, Orchid Financial Services Ltd, Peterborough
  • "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!"
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