The RQF level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
- Those seeking to become portfolio managers who need to comply with FCA appropriate qualification requirements
- Anyone wishing to develop their knowledge of investments, including retail investment advisers and those in investment-related support roles.
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.
Find out more about recognition of prior learning >
The Certificate involves completion of 2 core units from the Personal Finance qualifications framework, providing a total of 40 credits on completion.
See our key information link to the right of this page for details
Members are entitled to use the designation CertPFS (DM), subject to membership and Continuing Professional Development (CPD) requirements.
Both units are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.
Find out more about assessments, including policies and exam centres >
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page