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 CII recommend 60 hours of study for this paper, although this can vary greatly from person to person.
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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Study Notes
Consider our study notes your condensed and more focussed take on the CII’s exam syllabus and learning outcomes. They put the exam syllabus into a sensible order, eliminate any ‘padding’ and come with self-test questions.
Buy Now- “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 - "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 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 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."
Leanne TraceySenior Customer Consultant, Standard Life Direct - "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
- "At the age of 20 I became the youngest person to hold the CII Diploma. I achieved this through hard work and the use of resources including those provided by Brand Financial Training; in particular the mock exams, study notes and the extremely helpful Calculation Workbooks. I'm now moving forward with the Advanced Diploma and continue to use Brand Financial Training's resources to aid my progression to Chartered Status. I certainly recommend them."
Josh ButtenMDG MK, Milton Keynes