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Fellowship Regulations & Guidelines 08-09

Fellowship Regulations & Guidelines 08-09

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Minimise risk, optimise success
MSc in Insurance and Risk Management Take your professional development to the next level
Brought to you by the CII and Cass Business School, the MSc explores and explains the interplay between insurance, risk management and financial services, providing the edge you require in a competitive global market.
Access to CII Fellowship status Satisfy the major achievement requirement of the Fellowship programme World-class leadership Learn from internationally-renowned academics and leading industry practitioners First-class facilities Enjoy the privileges of Europe’s largest Faculty in insurance, risk and actuarial science Flexible study options Choose from the available full and part-time study programmes Comprehensive modular course Devise a programme that meets your career needs and aspirations Fast track completion available for ACII qualification holders Receive exemptions from up to one third of the course programme

Take the chance to fast-track your career today!
Talk to Cass to find out more. Call: +44 (0)20 7040 8611 or e-mail: cass-masters@city.ac.uk www.cass.city.ac.uk/masters

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Welcome to the FCII programme Introducing the Fellowship Steps to Fellowship Step 1 – Complete the Advanced Diploma/Associateship Step 2 – Enrolment and Fellowship plan Application form – Enrolment for the Fellowship programme Form – Fellowship plan Step 3 – Continuing Professional Development (CPD) Step 4 – Business Ethics Programme (BEP) Step 5 – Major achievement options Application form – To use professional or managerial qualification as major achievement Step 6 – Statement of Personal Achievement (SPA) Application form – Statement of Personal Achievement Step 7– Election to Fellowship

The Chartered Insurance Institute (CII) Professionalism in practice
The CII is the premier professional organisation for those working in the insurance and financial services industry. It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors of the industry. Success in CII qualifications is universally recognised as a sign of commitment and professionalism. With over 90,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector. Its broad portfolio of education and qualification services is continually expanding to meet the changing requirements of companies and individuals across the financial services community. Further information on the CII and its wide range of products and services can be found at www.cii.co.uk

The knowledge, and how
THE CHARTERED INSURANCE INSTITUTE 42 - 48 High Road, South Woodford, London E18 2JP tel: fax: email: website: +44 (0)20 8989 8464 +44 (0)20 8530 3052 customer.serv@cii.co.uk www.cii.co.uk

experience and professionalism to the world. 20 Aldermanbury. tel: +44 (0)20 8989 8464. which will further demonstrate your knowledge. London EC2V 7HY. In so doing. regardless of how their career has developed in the interim.uk Fellowship Advisory Service CII. the aim has been to provide holders of the CII’s Advanced Diploma/ Associateship with every opportunity to advance to the higher qualification. fax: +44 (0)20 8530 3052 e-mail: customer.co. 42-48 High Road. The following pages set out the various routes that can be taken towards Fellowship. tel: +44 (0)20 7417 4412. It is tangible. Very best wishes Dr. We at the CII wish you every success with all your endeavours—and we look forward to welcoming you as a Fellow in the near future. objective evidence of ambition and success. South Woodford. Alexander Scott Chief Executive. London E18 2JP. I am delighted that you are considering acquiring the FCII accreditation.co.uk 2 . It confirms their commitment and ability and it adds real weight to their curriculum vitae. taking into account their career choices and the subsequent requirements of their employment. it presents a full picture of the candidate’s technical knowledge before highlighting their business skills and achievements. CII Customer Service CII. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation.fas@cii.Welcome to the FCII programme Fellowship of the CII is universally regarded as the premier qualification for those working in our industry. In developing these access routes to the Fellowship.serv@cii. It thus allows individuals to present their own case. fax: +44 (0)20 7726 0131 e-mail: societies. This document enables each individual to outline his or her career record in the way that best demonstrates their fitness for Fellowship.

demonstrating Continuing Professional Development (CPD) through a major achievement and planned acquisition of skills and knowledge. You should feel free to approach others to get useful additional input. If. For instance. as you have. you have already demonstrated considerable commitment to your own professional development. you are in any doubt about the requirements. it can be helpful to discuss your plans with your employer or you might wish to approach colleagues who have passed other qualifications in which you are interested. interests and development needs. or your local institute may offer help. Fellowship Advisory Service During your progression to Fellowship you may need help or advice. As we have a small team of advisers. have completed your Advanced Diploma/Associateship before enrolling on the Fellowship programme. e-mail: societies. please contact us at the earliest opportunity. The programme is designed to give you control of the way you progress your own career while also working towards Fellowship. The FAS can give information about the Fellowship programme and can offer a wide range of help and advice. assistance is limited in terms of time available to any one member. It gives you the ability to select a path to Fellowship which fits your own skills. if there is anything you do not understand. Use these as your first port of call. You may be fortunate in having the services of a mentor from your employer to call on. in a wide range of subjects examined at the highest level. Fellowship of the CII shows that you have taken this commitment one stage further. Being a Fellow tells employers that you have a major professional qualification and that you are committed to Continuing Professional Development. try to help you in any way we can and. after reading these guidelines. however. we cannot provide technical information about a subject you may be studying. The Fellowship programme has been designed on the basis that each individual is in the best position to evaluate what development needs they have and how best to address these needs. However. Eligibility to become a Fellow To become a Fellow you must meet all of the following requirements: • • • • • • • be a current Associate member of the CII (and remain a member throughout your progression to Fellowship). please phone the Fellowship Advisory Service (FAS) on +44 (0)20 7417 4412. have been employed (or self-employed) in insurance for at least five years overall.co. This may prevent you from running into problems later. be wholly or mainly engaged or employed in work connected with insurance.uk.Introducing the Fellowship As an Associate member of the CII. have held the Advanced Diploma/Associateship of the CII for at least three years before applying for election to Fellowship*. We will. fulfil the requirements of the Fellowship programme set out in these guidelines.fas@cii. *Please note: You do not have to be an ACII for three years before enrolling on the Fellowship programme 3 . succeeding. meet the requirements of the Fellowship Advisory Board.

assessment and results please see page 31.000 report on a major project you led or of which you were a leading member. Step 4 – Business Ethics Programme (BEP) The BEP. You should undertake one of the following options: • • • • Option 1: attain another professional or managerial qualification. You must have completed steps 1 to 6 before submitting your application and election fee of £200. Step 5 – Major achievement Your major achievement must be undertaken after you gained your Advanced Diploma/Associateship. Return both to the CII with the enrolment fee.Steps to Fellowship Step 1 – Complete the Advanced Diploma/Associateship If you have gained the Advanced Diploma or Associateship please move to step 2. See page 17 Option 4: submit a portfolio of your published work. Step 2 – Enrolment and Fellowship plan Complete the enrolment form on page 7 and the Fellowship plan on the reverse. a distance learning based course. See page 20 Step 6 – Write a Statement of Personal Achievement (SPA) The SPA represents your justification for being awarded the Fellowship. is compulsory and must be successfully completed before applying to become a Fellow.000 word dissertation on an insurance-related subject. For details on application. 4 . See page 11 Option 2: write a 3-5. Please see page 9 for further details. Please see page 10 for further details. Please see page 5 opposite for further details. Please see page 23 for further details. Step 7 – Application for election to Fellowship You can apply to become a Fellow no earlier than three years after passing your Advanced Diploma/Associateship.00. Step 3 – Continuing Professional Development (CPD) Plan and record three years’ CPD. See page 13 Option 3: produce a 3-5.

the plan should be based on an analysis of your current position. The plan should cover the period up to application for election to Fellowship and it enables you to set an agenda for how you plan to become a Fellow. Please note that enrolment is valid for five years from the date of its acceptance by the CII. Fellowship plan The Fellowship plan should be completed in full and can be found on the back of the enrolment form (see page 8). Please note that the minimum time that must elapse between completing the Advanced Diploma/Associateship examinations and applying for election to Fellowship is three years. You are also asked to state how you have ensured that the personal objectives you have set to reach Fellowship meet with those of your employer. it is important to identify your major overall objectives and to combine these with practical. Familiarise yourself with the following sections and decide on your major achievement. If you are unsure of the date you completed the Advanced Diploma/Associateship examinations please contact the Fellowship Advisory Service. you are more likely to receive support from your employer and so obtain the greatest career benefit from your chosen route. along with your enrolment application form and Fellowship plan. You must remain a member of the CII while on the Fellowship programme. Current position To be most effective. If your plan fits corporate objectives. To obtain the maximum benefit from planning the next stage of your career. The needs of your employer’s business should be central to your considerations when planning your route to Fellowship. with the appropriate fee. You must also complete the major achievement application form on page 21 if you are putting forward a professional or managerial qualification as part of your Fellowship plan. tangible and achievable interim goals. you will have to re-enrol and pay a further enrolment fee unless the FAS grants an extension due to special circumstances. If you have pre-1992/9 subject Associateship it will be necessary for you to submit a summary of ten years relevant work experience since qualifying as an Associate (a Curriculum Vitae will suffice). 5 .Step 2 – Enrolment on the Fellowship programme If you are intending to apply for Fellowship you must complete the Fellowship enrolment form (see page 7) and send it to us. If you require assistance with any aspect of the plan the Fellowship Advisory Service can offer guidance. Your plan should be realistic and include goals that will stretch you and help you to develop as a professional. Objectives set to reach Fellowship This section prompts you to set a timetable for the completion of each step of the Fellowship programme. If you do not successfully complete the Fellowship programme within five years.

If you are intending to undertake another professional or managerial qualification as your major achievement you should read the guidelines on page 11 and then complete the application form on page 21 and send it in with your Fellowship plan. skills and knowledge which will extend your interests and will help you realise your career aspirations and potential. If you have already completed a professional or managerial qualification which you would like to use as your major achievement. you may need to review your plan to reflect your new circumstances and goals. please also enclose a copy of your certificate and results notification (these must be attested to be a true copy of the original by a person other than yourself who is a current member of the CII and is an ACII. If so. When completing your plan you are also encouraged to consider: • • • • what current skills/technical knowledge you need to maintain. APFS or FPFS) with the application form and documentary evidence. The plan can be used as a basis for further analysis of your current position and identification of areas where you can see opportunities for acquiring or improving skills or knowledge.Major achievement chosen to support election to Fellowship The plan must include details of your proposals by way of a major achievement. Employer agreement is essential if you are intending to use a work-based dissertation or project report as your major achievement. complete the relevant section on your plan with details of your chosen major achievement. which will be important for your future. What if my circumstances change? During your progression to Fellowship your professional or career situation may change. If you decide to change your choice of major achievement we recommend that you notify the Fellowship Advisory Service so that we can advise you. what new skills/technical knowledge you need to learn. Once you are confident that your major achievement will meet the guidelines. 6 . If this is the case please ensure that you obtain your employer’s endorsement of your intended major achievement. The emphasis should be on acquisition of experience. FCII. what constraints there are on your learning (eg. You need to maintain your CPD records. Other considerations When completing your plan you should also consider the requirements of the CII’s CPD scheme (see page 9). time. project report or portfolio of published work as your major achievement you should read the relevant guidelines on pages 13 – 20. as these will need to be submitted to the Institute when you submit your final application for election to Fellowship. what resources are available to you. If you propose to submit a dissertation. geographic or physical constraints). and update your Fellowship records. We recommend that you identify those areas you feel would enhance your personal development and career.

it (and its business associates) will process your personal data fairly.00 £200. the CII will upon the employer’s request provide your employer with details of your membership status and/or examination record including any attempts unless you tick this box. Your right to cancel – I recognise that in accordance with The Consumer Protection (Distance Selling) Regulations 2000 I have a right of cancellation in respect of services. You are required to let the CII know if you are made bankrupt. complete the card details. The CII will assume that you consent to us using your data in this way. Signed Date Please turn over . I understand that this enrolment will be valid from the date of its acceptance by the CII. listed on this form. London EC2V 7HY.Once you have completed the Fellowship progression plan overleaf please either • fax through the forms if paying by credit/debit card on +44 (0)20 7726 0131 • send with cheque to the Fellowship Advisory Service. or charged with (but not yet tried with). We may from time to time wish to draw your attention to other CII products and services which are likely to be of interest to you. Cash/cheque payable to The Chartered Insurance Institute (please write CII Pin number if known on the back of the cheque). Have you ever been made bankrupt or been the subject of an individual voluntary arrangement (or any such analogous procedure) or been convicted of. In the event I wish to cancel I will send notice to Customer Service. which right shall (subject to the Regulations) expire seven working days from the day after the date on which my order for services is accepted by the CII. become the subject of an individual voluntary arrangement (or any such analogous procedure) or are convicted of any offence (other than a motoring offence with a monetary fixed penalty) in the future.00 £4. if applicable. Membership status I do not wish details of my membership status to be passed to my employer (tick if applicable) I confirm that I am a post 1992 ACII or a pre-1992 ACII and have enclosed a summary of 10 years relevant work experience. We may also share your data with third parties who will use this for similar purposes. Credit/debit card: Please debit my/our account with the total cost of the goods and services ordered on this form.00 Tick method of payment and. unless you tick the following box. Type of card (please tick) Valid from* Card number* *Please complete according to the information on your credit/debit card. VISA MASTERCARD Expiry date* DELTA SWITCH/MAESTRO Issue number* SOLO Cardholder’s name and address if different from above Signed Date Section C – Declarations Application for study materials I undertake to use them for my own purposes and not to sell. The Chartered Insurance Institute.00 £ £ £ £ £ *The BEP is a compulsory element of the Fellowship programme. Data Protection and Privacy – The CII is registered under the Data Protection Act 1998 and will ensure that in providing products and services to you. This form is valid until August 2009 only. Enrolment for the Fellowship Programme Application Form Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth PIN Postcode Employer’s name Job title Is this your home or work address Home Work Country Section B – Fees and Method of Payment Enrolment fee and BEP Enrolment fee only* Postage UK only £290. Where your employer pays for any of your tuition. copy. but will never sell your data to third parties. 20 Aldermanbury. lend or give them to anyone else. I will have to complete a new enrolment form and pay a further enrolment fee. Tick here if you have already purchased BEP and only pay the enrolment fee. If I do not successfully complete the Fellowship programme within five years. any offence other than a monetary fixed penalty for a motoring offence? Yes No If yes please give details on a separate sheet of paper. I accept that reimbursement for any monies paid by me which relate to the cancellation will be sent to me within 30 days of the CII receiving the notice of cancellation. Postage if outside the UK £8.

project or portfolio of published work as your major achievement. Dissertation* Project* Published work* Qualification† † If you intend to submit an alternative qualification as your major achievement. State how you have tried to ensure that your personal objectives in reaching Fellowship also meet with those of your employer: Target Actual Section E – Major achievement chosen to support election to Fellowship Credit/debit card: Please debit my/our account with the total cost of the goods and services ordered on this form.Section D – Fellowship Plan Please refer to the Fellowship regulations and guidelines when completing your plan. * If you intend to submit a dissertation. I am submitting this Fellowship plan as part of the CII Fellowship scheme Signed Date . Please indicate which of the following options you intend to put forward as your major achievement. please attach a completed copy of the form on page 21 of the Fellowship regulations and guidelines and supporting documentation with this plan. Current position Employer Job title Main duties e-mail Address Postcode Objectives set to reach Fellowship: Date enrolled on Fellowship scheme Intended date of submission of BEP for assessment Intended date of completion of major achievement Intended date of completion of Statement of Personal Achievement Intended date of application for election to Fellowship* *This date must be at least three years since the date of completion of the Advanced Diploma/Associateship examinations of the CII. please complete the following: Title Brief description of content Please note that if your submission contains any company-specific information you should obtain an endorsement of your intended major achievement from your employer. Please complete this form and keep a copy for your reference.

Further information on the CPD scheme and the on-line CPD tool can be found at www. it is possible that you may be able to use these records towards your Fellowship commitment.cpd. you will be able to backdate your CPD records.cii. or alternatively you can submit them for assessment with your election application. If you are recording CPD under the CII CPD scheme. For further advice please contact Customer Service on +44 (0)20 8989 8464.co. Your CPD records should be submitted to the Fellowship Advisory Service one month before you are ready to submit your application for election to Fellowship. Regardless of the date you enrol onto the Fellowship programme.co.uk. 9 .Step 3 – Continuing Professional Development (CPD) One of the requirements for election to Fellowship is the completion of three years’ Continuing Professional Development (CPD).uk.cpd.cii. this will be accepted towards your Fellowship commitment. You will be sent CPD guidance notes which contain further information on CPD and details of the CPD online recording tool www. The CII will confirm in writing if your CPD record meets the requirements of the CII scheme. If you have recorded CPD activities under another CPD scheme.

in writing. 10 . Businesses. the earlier you do it. contained in a book. The BEP provides you with the means to approach this crucial aspect of business life with confidence. You will be advised. you should read the core text. As well as this core text. which will be expected of you. We recommend that you undertake the BEP in either the first or second year of your Fellowship programme. Once submitted. Just Business by Dr Elaine Sternberg. making use of the model guide to help you focus on the way in which the issues are considered. In this climate of awareness. have a growing awareness of the possible impact their decisions may have on others. As it is based on distance learning. The BEP is built around a framework for evaluating business ethics. businesses need to be ready to respond to scrutiny by ensuring that their actions are ethically acceptable. your analysis of the case studies will be passed to a CII assessor for evaluation. you will be given written feedback outlining the areas that you need to reconsider. This will help you to avoid any last minute rush and also. because the BEP is designed to have a practical value to you throughout your professional life. the BEP consists of a guide to the business ethics model and a sample worked case study to give you an insight into the level of response. but have not ordered the BEP. Applicants will be advised of their results approximately 2-3 weeks later. the more value you are likely to gain from it. This programme is not designed to tell you what is right or wrong – this would be impossible with such a complex area – but to give you a framework to help you decide how best to make the right decision.Step 4 – Business Ethics Programme (BEP) The Business Ethics Programme (BEP) recognises that insurance professionals will frequently be called on to make decisions that involve complex ethical issues. If you have not completed the BEP to the satisfaction of the CII assessor. enabling you to make a valuable contribution to the industry in which you work. If you are enrolled onto the Fellowship. presenting your answers following the format identified in the model guide. and the people working within them. The case studies will not be returned to you. You should then attempt to evaluate the two case studies. You will also receive two case studies for you to consider and return to the Fellowship Advisory Service for assessment. The BEP is a compulsory element of the Fellowship election process. therefore we advise that you retain a copy. When undertaking the BEP. please call +44 (0)20 7417 4412 to obtain a BEP order form. one of the leading authorities in this field. you can undertake the BEP at any time after enrolment. if you have satisfactorily completed the BEP and an application for election to Fellowship will be sent to you at this time.* * Please note: You must successfully complete the BEP before you make your application for election to Fellowship.

As long as these qualifications are relevant to the work done in the context of insurance operations. All professional and managerial qualifications will be judged against the following criteria: • • • it must be gained post Advanced Diploma/Associateship. as considered appropriate. please advise the FAS. credit can be given. for many people. A qualification which has been used to gain credits for the Advanced Diploma/ACII/APFS cannot be used as a major achievement. it must be a complete qualification. not to assessors. Confidentiality Many work-related projects and dissertations include information of a sensitive commercial nature. it must be obtained by independant/external assessment by the awarding body with a minimum of four assessments or their equivalent at Advanced Diploma subject level. Remember. Option 1 – Additional professional or management qualification The Fellowship programme recognises that. if you are successful. 11 . We may undertake investigations. Categories for assessment The categories for assessment used by the Fellowship Assessment Board to judge each major achievement are set out below.Step 5 – Major achievement There are four types of major achievement. You need only choose one which must be attained after you have passed the Advanced Diploma/Associateship. please refer to page 21. the CII has the right to publish your major achievement. • • • where achievement of the additional qualification is partially dependent on credits awarded for prior learning. additional assessments equivalent to at least 120 Advanced Diploma credits must be undertaken. to ensure the validity of the information. It is advisable to have a qualification assessed by the FAS before you start studying towards it. you may change names and references (eg. it must usually have been awarded after i) a minimum of two year’s part-time study or ii) one year’s full-time study. an additional professional or management qualification may be the most valuable form of personal development. Publication Please bear in mind the fact that. you only need one from the four major achievement options listed below. to ‘company x’ or ‘product y’) provided that the actual names and references are disclosed on a separate sheet of paper which will be made available to the FAS only. This is particularly important if you want to study for another professional or managerial qualification: you must check that it is appropriate. put it in the CII Knowledge Services for public view or place on its website. Please read these very carefully – many people fail to be elected to Fellowship because they do not observe the rules. the subject matter of the qualification must be relevant to your occupation in the insurance sector. which meets the criteria in its own right. If you change your mind about the major achievement that you wish to submit for Fellowship. Where this is the case.

If at the date of application you have already completed the qualification. examination papers undertaken as part of the qualification. you will need to choose a different major achievement. APFS or FPFS must attest the copy to confirm that it is a true copy of the original and sign it to that effect). you should additionally submit either the original results notification and certificate or a photocopy (a person other than yourself who is a current member of the CII and is an ACII. Chartered Institute of Marketing Solicitor or Barrister. When making your application. If your qualification is unacceptable for the CII Fellowship scheme. Examples of acceptable qualifications are shown above. you must enclose documentary evidence of non-CII qualifications demonstrating that the qualification meets the relevant criteria.Examples of qualifications used as major achievements The following qualifications are just a few which have been used as major achievements: • • • • • • • • • • • • • • • • • • • • • ACIB – Associate of The Chartered Institute of Bankers ACILA/FCILA – Associate/Fellow of The Chartered Institute of Loss Adjusters AIRM – Associate of the Institute of Risk Management APMI – Associate of the Pensions Management Institute APFS/FPFS – Associate/Fellow of the Personal Finance Society BA(Hons) Financial Services. course outline. Insurance Management or Insurance Studies ACCA – Certified Diploma in Accounting and Finance CIMA – Chartered Institute of Management Accountants CPCU – Insurance Institute of America Diploma in Management ANZIIF – Fellowship of the Australian & New Zealand Institute of Insurance & Finance FIISA – Fellow of the Insurance Institute of South Africa GradICSA – Institute of Chartered Secretaries and Administrators GradIPD – Chartered Institute of Personnel and Development Graduate Diploma in Law. The application form for a major achievement is on page 21. The Law Society LLB (Hons) MBA – Master of Business Administration MSc in Insurance and Risk Management – CII/Cass Business School Post-graduate Certificate in Law Post-graduate Diploma in Marketing. syllabus summary of the topics covered. All information submitted must be in English. Please note that the Institute is not able to obtain this information on your behalf and failing to supply all the relevant information may delay your application. 12 . FCII. Such evidence can be: • • • • details of the method of assessment.

please ensure you explain in the introduction your reason for the choice of subject. have been researched and written by you. ‘based on my MBA dissertation completed in May 2003’. The subject should generally be linked either to your current or future work.Option 2 – Dissertation A dissertation. using the words of another author as your own. Put a question in the title. or to an area of special interest to you or to your employer. You may get someone to type it from your own instructions but it is a disciplinary offence to submit someone else’s work as your own. you must seek their written approval before submitting it. provided that the author’s work is fully acknowledged.cii.uk/generalinsurance/qualifications/fellowship. is a discussion paper covering an insurance-related subject. consultant. If your dissertation is employer based. Information quoted should be the most up-to-date available. a dissertation you used as part of another qualification. As you would be learning about the subject during the time you are writing. typically a sentence or paragraph. Getting a secretary. The assessors like to see a detailed discussion on a specific topic. the requirements to review the whole dissertation once completed is even more important to ensure consistency. Choosing the right subject Keep to subjects you know well and are confident about. ‘typewritten by my secretary James Jones and proof-read by Felicity Brown’. The nature and existence of the previous work must be acknowledged. Bear in mind that it can be difficult to write something new and interesting on some of the most popular topics. Their input and the extent of it must be acknowledged in the dissertation. If you are considering a number of alternative subjects. The Fellowship assessors look for an in-depth understanding and developed argument. 13 . be 3-5. lecturer. CII Knowledge Services holds copies of successful dissertations and on the CII website www. writer or any other person to write any part of your dissertation. The dissertation must not be identical to the previous work and must be updated where appropriate. This strategy can help to keep both author and reader focussed.aspx. or to a subject of significance to the insurance industry as a whole. For example. You may ask someone else to comment on any shortcomings in your draft dissertation but any changes must be your own work. eg. Your work may be typed. You must state in the introduction to your dissertation why you have chosen this particular subject to research. Submitting a previous work without authorisation or acknowledgement.co. rather than a shallow treatment of a broad subject. Applicants can review these for suitable ideas for research. • • Examples of unacceptable practices • • • • • Plagiarism – that is. Writing a dissertation based on previous work which you have written. proof-read and critiqued by another. This is more difficult to do if you decide to investigate a completely new field. your dissertation should: • • • • be typewritten in English. eg. If you choose this route. for CII purposes. If you decide to write a dissertation on an area new to you. Keep the subject focused. Getting a researcher to write any part of your dissertation.000 words long. discuss your ideas with colleagues. Examples of acceptable practices • • Quoting small sections from the works of others. be on an insurance-related subject. Using information and data knowing them to be out of date. adviser.

a conclusion of no less than 300 words. Remember that the assessors will want to see a balanced consideration of the topic.000 words may sound like a lot but it is all too easy to overrun. grammatical errors and use of language. a contents list. ie. taking account of others’ views on the subject as well as your own. Be clear on not only how you will incorporate supporting material. ‘How to obtain new business’. ‘How to……. Your dissertation must include all of the following: • • • • • a title. an introduction of no less than 200 words. • • Your dissertation should set out what the subject matter is or what the key findings are. Getting the structure right Compile a contents page. It is far easier to read text when it is labelled with sub-headings. appendices where these add to the text – these are not counted in the word count. now is the time to choose a different subject. non-analytical narratives. Lecture notes. 3-5. 14 . Spend time proof reading spelling. invite a native English speaker to proof read the final draft. supported by the evidence given in the paper. If you struggle to identify the main themes at this stage.Unsuitable topics • • • • Purely historical.’ or textbook guides. Make sure that there are no mistakes in the text or in any figures. Check your paper for ‘padding’. a cross-referenced bibliography. This will help you to see at a glance how your paper will develop. ie. Ask a friend or colleague to check it over. Extended job descriptions. Using text verbatim from other sources (except where clearly shown as such) is not acceptable – the dissertation must be your original work only. ‘The history of motor insurance’. Get the balance right. If English is not your first language. Keep to the word limit. Make every word count. a word count. Presentation Subdivide the text. but also how you will explain any contradictory evidence. This must set out the publications you have used for authoritative input to your work. It should then develop this theme. Create a contents page and use page numbers – this will help the reader navigate the paper.

Appendices should be included where you feel that these would be helpful to the reader but they are not a requirement. If there isn’t much material for you to base your paper on. You should also ask a colleague or academic contact to give you an unbiased critique of your paper before submitting it. You should mention in the introduction to your major achievement if there have been any difficulties or restrictions on your research. Information in the dissertation should be up-to-date and relevant. this will help you with your cross-referenced bibliography. CII Knowledge Services can help access materials (visit it online at www. Quality of research is more important than the length of the bibliography and allowance is made if you have only very limited access to research material. Keep good records on the information you may use later. which are available on the CII website www. Quality of research The assessors look to see that you have taken appropriate steps to ascertain what information is available on the subject and its relevance.uk/knowledge). On the other hand. you can include short sections of others’ work provided that the author is fully identified. The bibliography must be fully cross referenced to the text. Someone else can type the paper for you so long as they do not otherwise contribute and their role is acknowledged.cii.co. We strongly recommend that you read other successful dissertations. It should also explain why you have chosen that subject – it may be a major industry issue on which you hold strong views. expects you to make every effort to research your subject adequately. Consider how much research material is available. You should make clear within the text the relevance of research included and use such research to demonstrate specific points. The categories for assessment Introduction and rationale for choice of subject This section should be at least 200 words long. analysed and incorporated contradictory and supporting evidence into your case and how the paper has been broken up into clearly developed sections. You should include your interpretation and explained argument prior to reaching a conclusion or making recommendations. you will need to be prepared to carry out the initial research yourself.cii. if your location makes that difficult.uk/ generalinsurance/qualifications/fellowship. it is not sufficient just to repeat what others may have already said or written.co.aspx and through CII Knowledge Services website www.cii. a subject about which you or your employer want to know more or a subject that will benefit your career development. it should introduce the subject and set out how the paper will develop its theme. 15 . but an allowance will be made.co.Research Read widely on the subject before starting. Suggestions for reading material which may help with the preparation of your dissertation are given on page 16. You must include citations. however. Do not plagiarise. Main text Over a third of the marks go to this section. Those who assess your dissertation wish to see evidence of your own views being expressed.uk/knowledge. Consideration is given as to how you have developed the theme: how you have introduced. Fellowship assessors are widely read and have access to subject experts if they suspect plagiarism. The internet provides access to information. The CII. Use the most up-to-date information available.

Allison. so make sure each copy contains all the pages. which will be sent to assessors. Presentation Remember the importance of accurate spelling and grammar. Prices are correct at the time of publication.00 How to write essays (Learning Skills) R. You must supply four copies of your dissertation. ISBN 0 7494 2193 2. then a possible solution or route around an issue should be proposed.99 The student’s guide to preparing dissertations and theses .99 16 . £12. and free of spelling mistakes. £7. dissertations and theses in literary studies N. August 1999. All you need to do is back them up with evidence. Your paper must contain your own thoughts and show where you stand in the debate. £15.2nd edition B. ISBN 1853 568155. ISBN 0 582 08977 8. it should not include fresh research or views which have not been included and discussed within the text. Longmans. £12. P.Clarity of argument The basic premise of your dissertation and your overall objective must be clear and well developed throughout the paper. How to write essays. A good conclusion should almost stand alone as a summary of the paper. Durant. The conclusion should be no less than 300 words and must draw together the main themes of the paper and put forward firm recommendations or solutions. July 2002. If it is not possible to resolve an issue. November 1993. The arguments contained within the dissertation should be fully developed and then further strengthened by your personal interpretation. These books are for information only and all submissions must follow the guidance given in this booklet. poor grammatical construction and poor syntax. P. However. January 1997. How to Books. Pages should be numbered and simply stapled together – papers will have to be photocopied so do not use professional bindings or colour (especially if using graphs). Your recommendations need not necessarily be ones that your employer would suggest. Further reading Below is a list of some books that provide advice to dissertation and project writers. Lewis. Fabb and A. Each section of your dissertation will be assessed separately. Smith. ISBN 18570 38304. The paper must relate back to its title and resolve any issues identified in its introduction. A contents page and clearly defined sections within the dissertation are worthy inclusions. Proven Techniques from a Chief Examiner that really gets results. You can hold whatever views you like.99 Writing an assignment. Conclusion A fifth of the marks go to this section. You should take care to ensure that your paper is well presented. Arguments should be logical and based on hard evidence where this is available. National Extension College. Race.

Business development idea with a core insurance-related organisation. take the form of a written report. If your project is employer-based. 17 . regardless of how many projects are covered. Examples of unacceptable projects • • • Non-strategic. If you choose this route. Choice of project Make sure that you choose a project which will enable you to answer the questions required. The project must be led by you or you must play a significant role in it. you must seek their written approval before submitting your project report. Development of a non-related product. However important a project may have been to you or your employer. Acquisition of. or a large group. on the project team. another insurance-related organisation. Examples of acceptable projects • • • • Development of a new product or service. It is the conduct of the project that will be of particular interest to the assessors. or an existing one. projects should be significant for your employer and in the context of your own professional development. If the project does not meet all of these criteria. service or business. you may submit a further project. or merger with. NB: It its perfectly acceptable to submit a ‘one-person’ project. be clearly set out—using the ‘categories for assessment’ headings on page 18. In keeping with the status of being a major achievement.000 words long each. include a word count. you are being assessed on your evaluation of the project. pick a project from which you learnt a lot about the way in which you work and from which your skills have developed. Significant means that you must represent your company.Option 3 – Projects These entail a report in English on a major insurance-related project which you have either led or in which you have been a key member of the project team. or merger with. Research project. they need not necessarily involve a work-related project for your employer. Acquisition of. As a guide. be 3-5. but the particular circumstances leading to the absence of a project team must be fully explained. These are important issues in the marking scheme. Ideally. rather than the success (or otherwise) of the project itself. a non-insurance-related business. not contain any spelling mistakes or grammatical errors. routine issues. must contribute or be responsible for a significant proportion (generally at least 20% of the key inputs to or outcomes from the project group) and be seen by others on the project team as being a significant player in the project. Up to three projects in total may make up a Fellowship major achievement. Although projects must be insurance related. A project may be your own idea. your project report(s) should: • • • • • • be typewritten in English. it is likely to involve at least 60 working days’ input from you.

The project report(s) should include the following sections: • • • • • • • • • • definition of the project: what the project was. counter-signed by the project manager or. background to the project. which make it clear where points are being addressed. your personal inputs and outputs and your project responsibilities. measured outcomes and an overview of the project’s successes and failures. The categories for assessment Introduction and rationale of the project This includes assessment of the clarity of the objectives. Structure Make sure that the categories for assessment are clearly covered in your submission. how you have conducted or commissioned research. making allowance for any other responsibilities you and the rest of the project team had outside the project group. any skills and knowledge gained or enhanced as a result of the project. key learning points from the project for you personally. if you are the project manager. Your input to the project Over a third of the marks go to this section. the project group and the methodology used to achieve the desired outcomes. parameters set by. using a contents page and suitable headings and sections (such as those mentioned above). An explanation of how the project has affected your other work areas should be included. project timescales. including budgets. 18 . methodology: how the project was run. It is easy to become so close to your project report(s) that an assessor may not identify what you perceive to be obvious. It includes how decisions are arrived at by the project team and evidence of the use of innovation to achieve desired outcomes. There should be evidence to demonstrate the quality of your input to the project. Methodology The assessors look to see how you have gone about your tasks. how you have used available resources (within your organisation and outside) and how you have organised your workload. To gain maximum points establish a structure. project team members: names and/or responsibilities. Please include a statement of how much time you spent on the project. Your input into team objectives This rewards candidates who think and contribute outside of their own areas of responsibility. or for. rationale: reason for the project. Effective teamwork is a prerequisite of a good project and these factors are evidence that you played your part in developing the team ethos of the project group and explain how decisions were reached. and a detailed post-project analysis of your input to the project. by an authorised signatory of your employer.

you must be happy with them. But remember. budgetary and time compliance of the project. More than one candidate has failed because they were advised by a friend to remove significant detail which the assessors felt should have been included. poor grammatical construction and poor syntax. You are not marked down if other members of the project group performed poorly unless you were responsible for their input. You should draw together the measured outcomes. You should proof read your report to ensure it is well presented and free of spelling mistakes.Presentation Remember the importance of accurate spelling and grammar. revisit. The solutions should be appropriate to the needs and requirements of the project sponsor. this is your application. However. Assessors do not expect every project to be exceptionally successful – not every project can succeed in meeting its objectives – but they do look to see that the project’s outcomes were in line with what could reasonably have been expected and that lessons have been learnt. or the introduction identifies different points to those which are eventually found in the conclusion. Evidence Although the project analysis is restricted to a maximum of 5. Outcomes of the project About a fifth of the marks go to this section. Each section of the project will be assessed separately. you can include documents in an appendix which clarify or prove points that you make in the main text. 19 . so if a colleague asks you to make changes.000 words. Appendices are not included in the word count. The information should be presented in a balanced and logical order. you should not include excessive information within an appendix unless it is directly relevant to the project report. The project outcome should be related back to the original objective and you should demonstrate that efforts have been made to resolve all issues. Try to pass a final draft to someone who has the time to read it carefully. Assessors look at your input rather than that of any others involved in the project. Ask them to consider it against these guidelines and listen to their feedback carefully. It is important that you keep referring back to these guidelines and checking that you are still making the points you initially intended to. Revise. This happens because a candidate has become so immersed in their paper that their view of the issues changes over time. Pages should be numbered and simply stapled together – papers will have to be photocopied so do not use professional bindings or colour (especially if using graphs). A contents page and clearly defined sections within the report are worthy inclusions. Some applications include references to sections which have been deleted. refer Compiling your project report will take some time. the assessors will not have the luxury of asking you what you meant to say.

Overall quality of the work Assessors look for evidence that you have taken an effective approach and that the end results come up to a standard to be expected for the work and identifies. The categories for assessment Adequate research Clear evidence of research must be available. • where and when the work was published. although in certain cases an article or series of articles in an approved journal will be accepted as long as the criteria set out below are observed: Examples would include approved textbooks and articles in publications such as Post Magazine. either from the text or supplementary information provided by you. • be put in circulation to experts in that field. We reserve the right to make enquires as to the accuracy of all statements.000 words but there is no advantage to greater length – the assessors look to quality not quantity. but no more than three (exceptions may be made if the portfolio takes the form of a series of articles) separate works. • be regarded as of value to specialists in the field covered. subject to the minimum word count. • the intended audience with an indication of the number of copies sold or the estimated readership.000 words in total. Clarity of thought and expression The works must show evidence of logical thought processes and be well structured. Books will certainly not be disqualified if they are substantially in excess of 10. Four copies of each published work (including where appropriate English translation copies) to be assessed must be submitted and will be retained by the CII. A degree of editing. including ISBN number and name of publisher. CII Journal. • have direct relevance to insurance or to an aspect of insurance or a related market. If you choose this route. external research and guidance is acceptable. Where information is derived from other sources. Your portfolio of published work must include at least one. You must confirm how much of each published work submitted is entirely your own and what external help and advice you had (if any) in producing it. Value to the industry and profession It should be clear how the works add value to some aspect of the industry and/or your employer or sponsor of the work. Each category will be assessed separately and marks available will be divided equally between the four categories. these must be clearly identified and acknowledged. • any follow-up that resulted from publishing the work. Views should be clearly expressed and consistent with the needs of the audience. Each published work must be accompanied by a written summary of around 100 words setting out: • the purpose of publication. usually a minimum of 10.Option 4 – Portfolio of published works This option is likely to be of interest only if you have already made your mark on the industry or profession through your published works. Plagiarism – that is using the words of another author as your own is an unacceptable practice. your published work(s) should: • be printed in English (or with an English translation provided by you at your expense). addresses and satisfies the needs of its audience. It is permissible to provide supplementary evidence to demonstrate how your work meets with these categories for assessment. Insurance Professional. • take the form of a critical analysis or be used for reference. Normally these works will take the form of books. 20 .

Qualification title Awarding body How long did it/will it take you to complete? Date of completion/intended date of completion How many subjects did you/will you pass by formal assessment to gain this qualification? Please indicate the method(s) of assessment by ticking the appropriate box(es) Written exam(s) (3 hours or longer) Work-based assessment(s) Written exam(s) (less than 3 hours) Project(s) Multiple-choice exam(s) Dissertation(s) years Full-time or part-time Documentary evidence must be provided for all qualifications. other than those examined by the CII. Subjects passed/to be passed Title Method of assessment Grade Date Please continue on a separate sheet if necessary . London EC2V 7HY To use professional or managerial qualification as major achievement Application form PIN Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth Postcode Employer’s name Job title Country Section B – Qualification Registration For a qualification to be acceptable. See page 12.Please send this form. it must meet the criteria detailed on page 11. together with documentary evidence to: The Fellowship Advisory Service at The Chartered Insurance Institute 20 Aldermanbury.


If you have been involved in any activity which did not feature in your plan but from which you have learned something. what it involved. you were unhappy with your progress on your major achievement or identified a new opportunity which you wanted to exploit). When reflecting on your activities you should consider to what extent you have experienced personal or business benefits through the practical application of what you have learned and exactly how these benefits arose. It is recommended that you read the examples on pages 25-28 and on the CII website www. a change of job or other circumstance) or for internal reasons (eg. some situations that involve a great deal of pressure and require innovative approaches often provide insights and development benefits not readily apparent at the time. or unexpected ones which you were able to exploit. Your Statement of Personal Achievement should: • • • • • • • • be typewritten in English. include a word count. By using the headings and following the guidance carefully you will greatly enhance your chances of success. should be identified. 23 . be clearly set out using the ‘categories for assessment’ headings below. Listed below are six categories the assessors will be looking at when they consider your SPA. describe how it arose. in two or three paragraphs. or made use of. You should also highlight how you were affected by. how it contributed to achievement of the objectives you originally identified and how it might have contributed to a new aspect of your development. be submitted with your application for election to Fellowship. how you have set about your programme and any key changes during it. Candidates can be. Changes to plan If your Fellowship plan changed. not contain any spelling mistakes or grammatical errors (it helps to have someone else proof read your SPA). and are. review what you have achieved by effectively providing an executive summary of your achievements. Please use these headings in your SPA to ensure that you demonstrate coverage of all six areas. Under each heading ensure you give enough detail to demonstrate your personal achievements. comprise approximately 1000 words. It may have been for external reasons (eg.co. You should also indicate how you acquired or sought out new knowledge and what skills you employed in doing so. you should set out what you changed and why you changed it. It would be particularly helpful to indicate whether these opportunities were based on situations which you initiated.cii. The effect of circumstances beyond your control should not be ignored and events. unplanned opportunities that arose.uk/generalinsurance/qualifications/fellowship/spa/aspx before composing your SPA. rejected on their SPA. Remember. The categories for assessment Overview This sets out. formal manner. Usually the Assessors feel that unsuccessful candidates do not address adequately each of the sections below – especially the last three. You should be able to see some of the effects of this process on your career.Step 6 – Statement of Personal Achievement (SPA) Drafting your Statement of Personal Achievement (SPA) The Fellowship assessors will consider your SPA in detail and you should not underestimate the time that it will take to complete. which have caused delay. represent you in a professional. Plan You should restate the key points of the plan you drafted on enrolment onto the Fellowship programme and also show how you achieved the objectives set.

In this section.Key learning points What were the key things you learned during your progression to Fellowship? How did you learn them? These should include ‘soft’ facts (eg. set out how you plan to put the lessons of your Fellowship programme to practical use in the future. It is important that you include sufficient information in your SPA to enable the Fellowship assessors to evaluate your application. List the main items. Intentions for the future What will you do differently in the future? Fellowship is about making a commitment to professionalism as well as achieving a qualification. This evaluation stage deserves special attention as it produces a summary of achievements. In fact. Any other correspondence between you and the CII will be kept separate from your application and so the SPA must cover any issue which you feel is relevant to your application. The most common reason why a SPA fails to meet the required standard is because it does not demonstrate the candidate’s self-awareness. major achievements). reconsider whether the target originally set remains valid or whether you simply require more time to achieve it. For any area where you achieved less than you originally planned. You should not be afraid of admitting that you have learned from your mistakes as well as your achievements. It is vital that your application illustrates what you have learned and in particular what you have learned about yourself as a result of negative experiences. things you learned about yourself or how your views have changed) as well as hard facts (eg. which demonstrates how you met your original objectives. You must include sufficient detail to demonstrate that you have completed all the steps to Fellowship and you should identify how the elements of the application have been useful to you in your work. The Fellowship assessors will also wish to see you demonstrate your ability to reflect on what you have achieved and how you will move your career forward. can I produce evidence of the circumstances in which they were applied? What other reading and development have I done outside my Fellowship plan to improve myself further and what do I now need to do for the future to continue my development as my career progresses? The members of the Fellowship Assessment Board evaluate every SPA very carefully. Key skills and knowledge acquired During your time on the Fellowship programme you will have learned a number of new skills and increased your knowledge base. Before writing your SPA you may find it helpful to ask yourself the following questions: • • • • What were the most important things I learned and why were they the most important? How have I applied new skills and knowledge in my work? In analysing the application of these new skills and knowledge. This should include the negative experiences as well as the positive ones. such candid self-awareness is extremely valuable. 24 .

Key Learning Points Business Ethics which was written to convert my FIISA to a FCII cemented that which I had always believed and allowed me to make good judgemental calls. The requirements of FAIS are stringent and even the smallest insurance brokerage must be compliant. I obtained a number of distinctions during my FCII and FIISA studies. which I declined as I did not feel comfortable with their philosophies. Prior to my departure from the company. The CII learning programme in South Africa was then taken over by the IISA. The “fit and proper” standard with regard to qualifications has now been implemented. I completed my FIISA by means of this route. we had worked together since 1994. As I had come from CBS Insurance. Key skills and knowledge acquired With the advent of FAIS. 25 . As we were required to specialise back then. but I am obliged to ensure that my own insurance knowledge is kept updated at all times. There were no changes to my Fellowship plan as I was fascinated by the Liability field and still remain intrigued by the facets of Liability Insurance. our brokerage was immediately declared “fit and proper” by the Financial Services Board. The completion of all aspects of my Fellowship and in particular Business Ethics stood me in excellent stead in the foundation of my own company and we have striven at all times to uphold a very high standard of ethics and business practice. I needed to complete my FIISA as soon as possible. Fellowship Plan In order to further and strengthen my managerial knowledge. pure skills without the relevant qualifications are no longer recognised or accepted. I elected to take the Liability route as I felt that this was where I needed the most education. having handled corporate clients my professional approach was very successful and a high growth percentage per annum was achieved. I am continually drawing on the knowledge gleaned in my FIISA/FCII. I was offered a directorship of the new company which had numerous other brokerages. we have been approached to take over several smaller brokerages and have taken over the running of those with the same business ethics and philosophies as ourselves. My responsibilities increased with the expansion of the business and my managerial skills were really put to the test and honed in this period. All names and company details have been changed. It proved to be an enormous challenge to grow a brokerage with a tiny client base and no corporate clients. Both have been accepted and the candidates are now Fellows of the CII. the gross premium income was £4 million per annum and as the company had begun with a gross premium income of under £175.Examples of SPAs The following examples have both been presented to the Fellowship Assessment Board. All except one subject were completed under the auspices of the CII. As a result of many smaller brokerages not complying with the new FAIS regulations. Example 1 Francis Franks. The company I had worked for was sold in 2000. In a small brokerage there are no peers and only education assists. this was a sizeable growth. Fortunately. I was used to handling vast corporate accounts with all of their subsidiary companies. the Financial Services Act in 2004. In the maintenance of this approach. thus ensuring that not only are our staff trained to a high standard. Another of the key philosophies of my company is ongoing training and I continually run training workshops. Pin No: 0010110100Z Statement of Personal Achievement Overview Having worked in the Insurance industry for some time and on completion of my ACII. As a result of my FIISA training.000. I was offered a managerial position at EST Insurance Brokers. In 2001 I resigned to start my own brokerage with a colleague.

Affirmative Action is a key aspect of International business at present and we strive to ensure that we maintain the correct demographics within our company in order to remain compliant at all times. I will continue to be involved with lecturing at our local insurance institute. I am called upon. It is this market which I view as a personal challenge and shall continue to remain a part of this very exciting industry in the future. Intentions for the future Our brokerage has grown from strength to strength and we have managed to increase our turnover by 25% per annum since our inception.I am confident in the knowledge and skills I have obtained with my FIISA and lecture regularly at the local insurance institute. It is essential to guard against complacency with regards to one’s achievements and to this end. The diversity of requests for assistance also ensures the maintenance of a diversity of insurance knowledge. The key elements of our brokerage and our business philosophy remain the constant training and encouragement of education in all our staff. I have received a copy of the judgement handed down in this matter. and the implementation and maintenance of professional business ethics at all times. it was favourable towards the abovementioned broker and the judge offered the plaintiff to pay all costs incurred. by insurers to check changes made to policy wordings and to provide critiques on these wordings. As insurance is such a vast and ever-changing field. I intend to continue honing my skills by working in the industry and remaining involved in it. my critiques on new policy wordings and the opinions which I am called on to give by my peers as part of my continuing professional development. I have also recently acted as an “Expert Witness” for a broker who was accused of not having acted professionally. there is always scope for acquiring additional knowledge. 26 . I perceive the time spent on lecturing. both to my own staff and the insurance institutes. both for my personal and business development. As I believe in the basic tenets of the sharing of knowledge. My FIISA status has been key to professional status and the management skills learned in the FIISA/FCII courses have been invaluable in the founding of my own brokerage and I continue to draw on these skills constantly. on a regular basis.

had begun to forecast poor underwriting results for the property business generally. My weaknesses were my lack of experience outside of my niche area.’ Not long after formulating my Fellowship plan I began to realise that I might not be able to achieve all of my stated objectives at XYZ Ltd because of factors beyond my control which are discussed later in this SPA. The Fellowship plan SWOT analysis established my strengths as expertise in household property business. however. A loss of confidence in the international property business generally led XYZ Ltd. A number of syndicates including XYZ Ltd. reporting functions and controls identified the key areas that are critical to underwriting successfully whatever the class of business. The realisation that I would not be able to develop as I had planned at XYZ Ltd was a great disappointment.1 grading. albeit with a less structured consideration of how I would achieve my objectives and the potential problems I could encounter. Some of the units were compulsory and included macro-economics. I started at XYZ Ltd approximately 10 months before submitting my Fellowship plan.Example 2 Brian Bond. It opened my eyes to how an underwriting business should be run and it made me realise quickly that I still had much to learn about insurance business generally. a weakness which I later had to work hard to address at XYZ Ltd. The first quarter of this course overlapped with the completion of my ACII in April 1998. to progress in the management hierarchy of XYZ Ltd. The opportunities to expand my knowledge and participation in the international commercial property business was a fantastic opportunity from a career point of view but also presented a great challenge to me in terms of my own personal development. I considered that my knowledge of household property insurance could be valuable in the development of service-based products and would help my personal development. for reasons largely beyond my control. XYZ Ltd. It made me focus upon a two-fold objective: 1) to develop as a leading underwriter in international commercial property insurance and 2) to progress in the management hierarchy at XYZ Ltd. as an international commercial property underwriter. 27 . Fellowship plan Formulating my Fellowship plan caused me to reflect on my career so far and to articulate in words a plan that I had already embarked on. As a result of this I felt that I was unlikely. There was also an absolute focus on profitability. The threats were identified as being the limited time available to harness resources and to take advantage of the opportunities before market conditions changed. I had learned a lot there and felt that it was an extremely well managed company. The opportunities were significant offering me a chance to get into the mainstream of international commercial property business in Lloyd’s and it appeared that a senior management position might also be possible at XYZ Ltd. modern insurance law and strategic management. I began to realise that I would probably not be able to attain my objectives at XYZ Ltd. Pin No: 111111G Statement of Personal Achievement Overview Near to the completion of my ACII studies my career as an underwriter took a change of direction. My major achievement is my BA (Hons) degree in Insurance studies which I completed in 1999 with a 2. my Fellowship plan expressed a programme I had already embarked on. to examine its business and to re-focus on its core UK property and nonmarine liability business. LMN Ltd. in May 2001. I moved from an underwriting agency specialising in household property insurance to join an international commercial property team at a major Lloyd’s syndicate. Three units could be selected from a list of agreed subjects and the eighth unit was a dissertation. Changes to Fellowship plan In April 2000. My Fellowship plan was therefore based on my personal development as an international commercial property underwriter and the pursuit of my stated objective ‘to realise the opportunities presented by making the most of the resources available to me at XYZ Ltd. The approach to business. As stated above. My degree was a modular course consisting of eight units taken over four semesters. For these reasons I eventually decided to look elsewhere to achieve my goals and was fortunate to be offered a position as an international commercial property underwriter at another Lloyd’s syndicate. a niche area of property insurance and the value of contacts I already had around the world relative to that niche industry.

Key learning points At times I found it difficult to make the adjustments needed to become a successful international commercial property underwriter. For example. 28 . Current market conditions remain very unstable and no one can afford to be complacent over their skills and knowledge. I now find that I can access sources of information very quickly and this reinforces the underwriting decision-making process. The past eleven months have been a very testing time for me at LMN Ltd. Key skills and knowledge acquired Completing my degree has also been very valuable. With guidance from my managers and peers at XYZ Ltd I completed the transformation and this enabled me to market my skills in this business area and eventually to take the position as international commercial property underwriter at LMN Ltd. taught me how to research subjects effectively. I still consider that learning and development are an on-going part of my commercial life. This skill is not just useful as an academic tool. I reflect frequently on my underwriting decisions to try to identify mistakes early and to see if there are better ways of doing things. Intentions for the future Although I now occupy the position I set my sights on three years ago. In addition. I completed a public relations module which gave me a great insight into how to manage PR and how to handle negative as well as positive situations. My development over the last three years has given me a very strong grounding as an international commercial property underwriter but I will continue to develop my personal skills and to test objectives for personal as well as management development. Overall the experience impacted positively on my personal as well as commercial development. Most of the modules. Managing change has been a recurring theme in my development and I feel that in achieving my Fellowship plan objectives I have learned to use changing circumstances to work to my advantage. I intend to use all that I have learned and to build on this to anticipate and react to a changing environment. Undoubtedly it enabled me to develop a technical publication which I edited and launched successfully as XYZ commercial property news. but the dissertation in particular. from a commercial point of view. I covered a broad range of subjects and developed skills some of which I had previously considered to be unimportant for an underwriter. The exposure as line underwriter has enabled me to develop very rapidly into the management position to which I had aspired three years ago.

Please attach this form to your Statement of Personal Achievement and return FOUR copies to: The Fellowship Advisory Service at The Chartered Insurance Institute 20 Aldermanbury. London EC2V 7HY Statement of Personal Achievement Application form Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth PIN Postcode Employer’s name Job title Country I am submitting this Statement of Personal Achievement as part of my application for Fellowship Signed Date .


for further information contact FAS on +44 (0)20 7417 4412.Step 7 – Application for election to Fellowship Applying for election to Fellowship You can apply as soon as you have completed all of the steps to Fellowship and have been an Associate for three years. Chartered Insurance Practitioner. Assessment All Fellowship applications will be assessed by specially trained Fellows. If you are called for an interview we pay all reasonable expenses incurred. Once we receive your election to Fellowship application form and payment of your election fee (£200) we will send you an acknowledgement. A Chartered title with the FCII designation shows the world that you have attained and maintained the highest and most prestigious level of professional achievement. Your application will be assessed against the fixed assessment categories set by the Fellowship Assessment Board. The requirements of the Chartered titleholder CPD scheme are the same as the CPD requirements for progression to Fellowship. The assessors will produce reports for the Fellowship Assessment Board which ensures consistency and standards. which are agreed with you beforehand. Three assessors (Fellows) will be appointed to review and evaluate your application. 31 . described in these guidelines. Applying for Chartered Status When you apply for Fellowship you are encouraged to hold a Chartered title and to abide by the regulations applying to Chartered titleholders. Applicants will be advised of their result approximately 10 weeks after the closing date. the CII may hold additional assessment boards. Fellowship assessment dates Fellowship election applications are assessed on a quarterly basis. If you do not already hold a Chartered title you should consider whether to apply for one when you apply for Fellowship. You should ensure that your completed application is received by the CII by one of the following dates each year: • • • • 1 February 1 May 1 August 1 Oct If there is sufficient demand. You do not have to be on the Fellowship programme for three years before making your application. Each assessor receives a copy of your major achievement and your statement of personal achievement. Chartered Insurance Broker and Chartered Financial Planner. From time to time we may ask a candidate to come for an interview before a recommendation is made. For further details contact Customer Service on +44 (0)20 8989 8464. There are four Chartered titles: Chartered Insurer. We regret that we cannot give your result by telephone.

if your dissertation is at fault. because your part in it is not sufficiently great or because of shortfalls in your report on the project.co. you cannot submit a published work to raise it to the required standard. submit a new one or select a different major achievement option. Please note: All re-submissions must be accompanied by an additional election fee (£200). However. For example: • • the content of your dissertation does not meet the required standard. You may not use the letters FCII or describe yourself as a Fellow until you have received this written confirmation. which includes assessors’ comments on why your application has been unsuccessful and advice on what further action you need to take. you may have to submit a report on an additional project or start afresh with a different major achievement.aspx. You may either submit an alternative work or works or choose a different major achievement.uk/cii/about/prizes_awards/rutter. 32 . • Please note that it is not possible to ‘top-up’ a deficient major achievement with part of another type of major achievement. This may be because the project report is judged not to have included sufficient detail. In this case. Depending on any local arrangements. Each year. In some cases. you may re-submit your application once this has been put right. You may either revise the dissertation. If you do not succeed If you do not succeed you will receive a letter. We will write to advise on what you need to do. the content of your project report does not meet the required standard.If you succeed Provided that you have carefully followed these guidelines you are likely to be successful. a right that belongs only to members who maintain this status by annual subscription and Continuing Professional Development. You will receive a letter confirming that you have been elected as a Fellow and are entitled to use the designatory letters. the applicant judged to have submitted the best Fellowship application will be awarded the CII’s Rutter medal and a cash prize. your published works do not meet the required standard.cii. For previous winners please visit the CII website www. FCII. For example. more major remedial work might be required. Your application might not be accepted because of something that you could easily remedy. your Fellowship Diploma is sent either to you or to your local institute approximately six weeks later.


48 High Road.cii.co.uk © The Chartered Insurance Institute 2008 Ref: CII – FREG07 (08/09) CII_3514 .serv@cii.co.THE CHARTERED INSURANCE INSTITUTE 42 . South Woodford.uk website: www. London E18 2JP tel: +44 (0)20 8989 8464 fax: +44 (0)20 8530 3052 email: customer.

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