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Our insurance and personal finance qualifications cater for all levels of knowledge and experience, from new entrants through to seasoned professionals. The CII qualification framework allows you to create your own learning pathway to help you achieve your chosen qualifications.
Please use the filters below to find the area and level relevant to you.
Certificate in Discretionary Investment Management
The Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. It also satisfies the FCA’s qualification requirements for this class of business.