The following associated assessment criteria apply across all Exit Level Outcomes:
Demonstrate appropriate theoretical knowledge.
Assess and address investment management needs in a rapidly changing investment environment.
Assess and address the information needs of the investor both at the individual and institutional level.
Assess the latest techniques and develop new techniques and philosophies.
Assimilate latest techniques into appropriate practice.
Takes responsibility within own limits of competence.
Acts within accepted norms of the profession.

Integrated assessment:
Workplace assessments.
Written examinations.
Oral examinations.

Other:
Group presentations.
Individual reports.