Cii Qualifications Brochure

2021 qualifications:
Your guide to studying with us
Fast
track
your
future
About us Contents
The Chartered Insurance Institute
(CII) is a professional body 4. Your journey our
dedicated to building public trust in commitment
the insurance and personal finance
6. Becoming a member
profession. Over 125,000 members
commit to high professional 8. Your sector-specific
standards and continuing Society
professional development.
We work with businesses to 10. Recognition of prior
learning
develop bespoke, company-wide
solutions that ensure competitive 12. Studying with us
advantage by enhancing
employees’ technical and 14. Insurance qualifications
professional competence.
16. Insurance
Success in CII qualifications qualifications
is universally recognised as framework
evidence of knowledge and 18. Insurance
technical expertise. qualifications
Our members are able to drive
42. Personal Finance
personal development and maintain
qualifications
their professional standing by
adhering to our Code of Ethics 44. Personal Finance
and by accessing a range of qualifications
learning services. framework
46. Personal Finance
Find out more at: cii.co.uk
qualifications
72. Enrolment
74. Enrolment plus

Our vision
Our vision is to build public 76. Member designations
trust across the insurance and
personal finance profession 78. Chartered status
by providing relevant learning,
80. Fellowship
insightful leadership and an
engaged membership. Driving 82. Your next steps
professional standards is at
the heart of everything we do.
Ethical conduct and technical
competence are supported by our
Code of Ethics and qualifications,
designed in conjunction with
sector practitioners and registered
with Ofqual in the Regulated
Qualifications Framework.
2 2021 qualifications 3
Your journey
our
commitment
We are here to support you and your career development, whether
you’re new to the sector or a professional looking to progress your
career aspirations.
Tailor your qualification pathway Earn recognition for your Become a member Earn the mark of professionalism
The flexibility of our qualifications framework prior learning Membership supports your professional Once qualified, members are entitled to use
allows you to select units that match the If you hold a degree or professional development and enhances your the accompanying designation. In order to
requirements of your current role or future qualification in a relevant subject, such as career potential. ensure your expertise remains current, use
career aspirations. We use a range of accounting, business, maths or law, you of designations is dependent on ongoing
As a member, you can join a sector-specific
assessment methods, all carefully chosen and could receive CII credits that count towards membership and CPD requirements.
Society, focusing on the issues that matter
designed to promote the optimum type of completion of a CII qualification. In doing so, most in your sector. To see the full list of designations available,
learning for each level and qualification. you could avoid duplication of learning and head to pages 76-77.
achieve your qualification more quickly. Find out more on pages 6-9.
Find out more on pages 12-41 and 42-71.
Advanced Diploma holders can apply for
Find out more on pages 10-11. Chartered status and progress to Fellowship.
Find out more on pages 78-81..
Dedicated
Becoming a member
to your
development
Our members are committed to ongoing professional development and
champion the sharing of good practice to improve consumer outcomes.
As a member, enjoy content designed to enhance your knowledge and
keep you ahead of the curve.
Standards Continuing Professional Extensive member The Learning Knowledge Services Member discounts
Be part of a professional Development (CPD) network Content Hub For referencing and research As a member, you will benefit
body that’s recognised and Members commit to ongoing A core benefit of your For digital content that which supports your from significant discounts
respected by employers, learning and development, membership is access to an informs and inspires, whilst continued learning, log in and (typically over 20%) on
regulators and your helping to ensure their unrivalled network of local meeting your professional enjoy thousands of resources, exams, study materials and
professional peers. We play knowledge remains up-to- hubs throughout the UK, development needs, browse including journals, ebooks, accreditation of prior learning.
a pivotal role within the date and relevant. We have Channel Islands and the Isle our Hub for topical and online reports and more.
You can also take advantage
profession, setting standards created a programme of of Man. 56 Local Institutes business relevant resources cii.co.uk/knowledge-services of Perks, our affinity
for competence and events and a wealth of online in addition to 26 Personal including: good practice benefits scheme which
influencing future direction. resources to ensure your Finance Society Regional guides, videos, webinars,
eLibrary offers discounts on a range
professional development Committees provide you ebooks, blogs and podcasts – of products and services.
Professionalism is at the forefront of your with access to local events many of which are produced Members have access to an Members studying towards
membership. and activities that help by some of the most online searching tool which a qualification can also apply
Our members are highly
fulfil your professional influential minds in insurance. enables you to browse for a TOTUM PRO student
respected for their knowledge cii.co.uk/cpd
expectations and grow your thousands of resources discount card.
and expertise. Membership cii.co.uk/learning-content-hub
professional network. from several databases
supports your professional
Ethical culture covering general insurance, cii.co.uk/membership
development, enhances
By adhering to our Code of life and pensions, financial
your career potential and
Ethics, members commit to planning and risk as well
integrates you into a network
upholding high professional as resources on leadership
of like-minded professionals.
standards of integrity, probity and management. The
and ethical fair dealing. collection includes ebooks,
Trust Ethics are a cornerstone of articles, market reports and
Public trust is at the heart professionalism, and ethical dictionaries, all of which are
of all that we do. Our Royal behaviour is crucial to securing available online. You can also
Charter ensures we never public trust and confidence in download and borrow ebooks
lose sight of our mission. We the profession. on your tablet or PC, mobile
help to unite the profession, or tablet device.
increasing its credibility with cii.co.uk/code
cii.co.uk/elibrary
consumers. Together, we
drive confidence in the power
of professional standards.
Join your
Your sector-specific Society
professional
community
Our sector-specific Societies are dedicated to supporting you at By becoming a member of a Society, you are joining a community
every stage of your career, focusing on the issues that matter most of professionals committed to driving the profession forward through
in your sector. technical expertise, ethical behaviour, and a culture of learning
and development.
Business relevant insights By providing focused CPD content Personal Finance Society Society of Insurance Society of Claims
opportunities along with a dedicated
Guided by an Advisory Board of leading The leading professional Broking Professionals
market practitioners, each Society addresses programme of digital and face-to-face events,
body in the UK for the Committed to insurance
developments relevant to your sector through your Society offers access to the content Bespoke to those working
personal finance profession. claims professionals.
insights and good practice guidance. that matters most to you, helping you build a within the broking sector.
strong professional network and to advance thepfs.org socp.org.uk
sib.org.uk
Societies work closely with key sectoral your career.
stakeholders to help identify emerging
trends, with research and thought leadership Our members say: Society of Underwriting Society of Mortgage
providing you with the confidence to make Professionals Professionals
key decisions. “It is great to share a common platform with
others in the same industry and job. The Supporting those involved in Dedicated to professionals
articles are very informative – keeps one up evaluating and pricing risk. working in the mortgage
Supporting your career needs to date with current situations.” socup.org.uk market.
Each Society is committed to your ongoing smp.org.uk
professional development which means Feedback received via member survey 2020
supporting you throughout every stage of
your career. Whilst professional qualifications
demonstrate your technical competence,
How to join your Society
membership provides you with the insights New members can select their Society when registering for membership. If you are an existing
and resources to help you progress. member, you can join your Society by contacting Customer Service or visiting the Society’s website.
Recognition
Recognition of prior learning
not Before studying with us, check

whether your previous qualifications
repetition from other professional bodies,

institutes or universities count
towards a CII qualification. It could
save repeated learning and reduce
your qualification costs.
To find out if you’re eligible, details
of the fee payable and to make
an application, visit:
cii.co.uk/prior-learning
Studying with us
Quality assured learning RQF levels in context

Formed in consultation with experienced market practitioners and registered with Ofqual We have summarised each RQF level descriptor below, along with how each of our qualifications’
in the Regulated Qualifications Framework (RQF)*, our qualifications are quality assured. content and objectives correspond to that level. This should help you identify those that match
your skills and experience as well as your career aspirations. For each RQF level, we have
Choosing the qualification that’s right for you signposted qualification equivalents to help you further understand their difficulty. More
Our qualifications range in difficulty to ensure we meet the needs of individuals at different stages information on qualification equivalents can be found on the Ofqual website.
in their career. We indicate the difficulty of a qualification by attributing it an RQF level: the higher
the RQF level, the more the qualification demands from the learner. The colours assigned to the RQF levels have been applied to their respective qualifications
throughout this brochure. You’ll also notice our qualifications are labelled ‘Award’, ‘Certificate’,
The level of qualification you obtain can act as an indicator of your understanding of the subject ‘Diploma’ and ‘Advanced Diploma’ to help you determine their size. The recommended study
for employers and your wider network to recognise. hours for an Award would be significantly less than that of an Advanced Diploma.
RQF level 2 RQF level 3 RQF level 4 RQF level 6 RQF level 7
Level 2 qualifications Level 3 qualifications Level 4 qualifications Level 6 qualifications Level 7 qualifications
build a basic develop an build a deeper develop the ability develop the ability
understanding of the understanding of the technical and applied to apply advanced to use specialised
sector and its key topics key principles, processes understanding of or specialised skills, research and
that can be applied and products in greater principles, processes understanding to analysis to evaluate
to common situations. detail that can be and products, enabling complex situations. and propose enhanced
applied to practice. analysis of core and ways of working within
Qualifications at this specialist areas. Within the insurance the sector and in
level typically provide Qualifications at this profession, level 6 professional practice
an introduction to topics level are ideal for those Qualifications at this qualifications are in situations where
within insurance and looking to appreciate the level are suited to those suited to managers of there are many
personal finance, and are fundamental practices who wish to have their technical functions such interacting factors.
ideal for those in trainee of key topics at junior technical or specialist as claims, broking or
or junior roles, those new to mid-level roles. applied knowledge and underwriting. Qualifications give
to the sector, or those skills recognised through recognition to
working in roles that Level 3 qualifications formal qualifications Within the personal professionals who
support technical areas within personal finance for technical roles. finance profession, are taking the sector
of an organisation, such provide licences to level 6 qualifications forward through
as Human Resources or practice in areas such Level 4 qualifications provide recognition that researching and
Information Technology. as mortgage and equity within personal finance you have consolidated proposing strategies
release advice, and in provide a licence to and enhanced your and new ways of
some oversight roles practice for retail technical knowledge to working that will bring
such as life and pensions investment advice and use in complex client benefits to the sector
office administration. advanced professional scenarios where options and its customers.
recognition for must be carefully
mortgage advisers. analysed and balanced.
Approximate level Approximate level Approximate level Approximate level Approximate level
of study: of study: of study: of study: of study:
GCSE A-Level First year of Bachelor’s degree Master’s degree
undergraduate study
Your Learning Statement

To help you plan your study journey, your personalised Learning Statement will keep a record
of your units and credits as you achieve them. It will also explain how they contribute towards
further qualifications.
*CII qualifications are also regulated by Qualification Wales, using the Credit and Qualifications Framework Wales
Request your learning statement online: cii.co.uk/learningstatement. Registration is simple and free. (CQFW). The CQFW level for each qualification mirrors the RQF level.
Insurance
Contents
qualifications RQF level 2

Award for the Foundation Insurance Test
Award in Motor Insurance
18
19
Award in Travel Insurance 20
Award in Home Insurance 21
Award in Pet Insurance 22
RQF level 3 equivalent

Award in General Insurance (Hong Kong) 24
Award in Motor Insurance Claims and Underwriting (India) 25
Award in Motor Insurance Products and Policies (India) 26
Certificate in Motor Insurance (India) 27
Award in General Insurance (non-UK) 28
Award in Customer Service in Insurance (non-UK) 30
Certificate in Insurance and Financial Services (non-UK) 31
RQF level 3
Award in London Market Insurance 32
Certificate in London Market Insurance 33
Certificate in Insurance 34
RQF level 4
Diploma in Insurance 36
RQF level 6
Advanced Diploma in Insurance 38
RQF level 7
Certificate in London Market Insurance Specialisation 40
Certificate in Insurance Market Specialisation 41
Insurance qualifications This is the framework for our insurance qualification units.
They are grouped according to their difficulty, from level 2 through to level 7.
Unit framework Depending on the qualification you want to achieve, you’ll need to study a number of
these units. Some of our qualifications require just one unit while others require several.
Study and assessment key
RQF level: 2 RQF level: RQF level: 3 RQF level: 4 RQF level: 6 RQF level: 7
CII credit level: 3 equivalent CII credit level: CII credit level: CII credit level: CII credit level: Assessment methods vary depending
on the unit’s level and subject matter.
Award CII credit level: Certificate Diploma Advanced Diploma Advanced Diploma
Each unit within the framework has
Certificate
been assigned an icon, to identify
the assessment method from the
options below.
(FIT) Foundation The following units are (IF1) Insurance, Legal (LM1) London Market (M05) Insurance Law (M94) Motor Insurance (530) Economics (993) Advances
Insurance Test not registered as part and Regulatory Insurance Essentials 25 credits 25 credits and Business in Strategic Risk
6 credits of the UK’s Regulated 15 credits 10 credits 120 study hours 100 study hours 30 credits Management in
40 study hours Qualifications 60 study hours 40 study hours 150 study hours Insurance Multiple choice question (MCQ) exam
Framework (RQF). 50 credits
(M21) Commercial (M96) Liability Study is based on a specified enrolment period,
(PL1) Introduction to (IF2) General Insurance (LM2) London Market Insurance Contract Wording Insurances (820) Advanced Claims 180 study hours from 01 January–31 December for UK exams, and
(IMP) Motor Insurance
Motor Insurance 1 Products and Policies Business Insurance Principles 20 credits 25 credits 30 credits 01 May–30 April for non-UK exams. MCQ exams
0 credits (India) 15 credits and Practices 100 study hours 100 study hours 150 study hours can be sat at UK and international online exam
20 study hours 15 credits 60 study hours 15 credits centres, subject to availability, or via remote
60 study hours 60 study hours (M66) Delegated Authority (M97) Reinsurance (930) Advanced invigilation.
(PL2) Introduction to (IF3) Insurance Insurance Broking (991) London Market
25 credits 30 credits Insurance Specialisation
Travel Insurance 1 (IMU) Motor Underwriting Process (LM3) London 100 study hours 120 study hours 30 credits
0 credits Insurance Claims and 15 credits Market Underwriting 150 study hours 50 credits
20 study hours Underwriting (India) 60 study hours Principles 180 study hours
(M67) Fundamentals (M98) Marine Hull and Written exam
15 credits 15 credits of Risk Management Associated Liabilities (945) Marketing
60 study hours 60 study hours (994) Insurance Study is based on a 12 month enrolment period
(PL3) Introduction to (IF4) Insurance Claims 25 credits 30 credits Insurance Products from the date of purchase. Most exams are
Handling Process and Services Market Specialisation
Home Insurance 1 100 study hours 100 study hours on-screen written exams and some may be
(IN7) Indian Healthcare 15 credits 30 credits 50 credits
0 credits 180 study hours available by remote invigilation.
20 study hours Insurance Products 60 study hours (M80) Underwriting 150 study hours
15 credits Practice
(PL4) Introduction to 50 study hours (IF5) Motor Insurance 20 credits (960) Advanced
Pet Insurance 1 Products 80 study hours Underwriting
0 credits (W01) Award in 15 credits 30 credits Mixed assessment
20 study hours General Insurance 60 study hours (M81) Insurance 150 study hours Study is based on an 18 month enrolment period
(non-UK) 2 Broking Practice from the date of purchase. Candidates must pass
15 credits (IF6) Household 20 credits (990) Insurance a coursework assignment within the first six
50 study hours Insurance Products 80 study hours Corporate Management months and a MCQ exam within 18 months.
Notes (WH1) Award in
15 credits
60 study hours
30 credits
150 study hours
1. Completion of three of (M85) Claims Practice
General Insurance
the four Personal Lines (Hong Kong) 3 20 credits
(IF7) Healthcare 80 study hours (992) Risk Management Coursework assignments
Awards (PL1, PL2, PL3 15 credits Insurance Products in Insurance
and PL4) contributes 15 50 study hours Study is based on a 12 month enrolment period
15 credits (M86) Personal Insurances 30 credits from the date of purchase. Candidates must pass
CII credits towards the
60 study hours 150 study hours
unit requirement of the 20 credits three written assignments, each typically
(W04) Award in
Certificate in Insurance. Customer Service in 80 study hours 2,000-3,000 words.
(IF8) Packaged (995) Strategic
2. Unit W01 is also available Insurance (non-UK) Commercial Insurances Underwriting
15 credits (M90) Cargo and Goods
in Arabic (W02) and 15 credits 30 credits
in Simplified Chinese 50 study hours 60 study hours in Transit Insurances 150 study hours
(WM1). 25 credits Dissertation
(WCE) Insurance 100 study hours
Claims Handling (IF9) Customer Service (996) Strategic Study is based on an 18 month enrolment period
3. Unit WH1 is also in Insurance Claims Management from the date of purchase. Candidates must
available in Traditional (non-UK) 4
15 credits (M91) Aviation and Space 30 credits submit a dissertation, typically 10,000-11,000
Chinese (HGT). Both 15 credits Insurance
60 study hours 60 study hours 150 study hours words, on an agreed subject.
WH1 and HGT are 30 credits
available to candidates 120 study hours
in Hong Kong only. (WUE) Insurance (I10) Insurance Broking (997) Advanced Risk
Underwriting Fundamentals Financing and Transfer
4. Unit WCE is also (non-UK) 5 15 credits (M92) Insurance 30 credits
available in Arabic 15 credits 60 study hours Business and Finance 150 study hours
(WCA) and Traditional 60 study hours 25 credits,
Chinese (WCT). 100 study hours
(I11) Introduction to
Risk Management
5. Unit WUE is also (M93) Commercial
available in Arabic 15 credits
60 study hours Property and Business (590) Principles
(WUA) and Traditional Interruption Insurances of Takaful 6
Chinese (WUT). 25 credits 30 credits
6. Unit 590 is also available
in Arabic (595).
Award for the Foundation Insurance Test Award in Motor Insurance
2 6 N/A 40 hrs 2 N/A N/A 20 hrs

RQF level CII credits Member Recommended study time per unit RQF level CII credits Member Recommended study time per unit
designation designation
Overview Overview
The Level 2 Award for the Foundation Insurance Test is an introductory-level qualification that The Level 2 Award in Motor Insurance is suitable for entry-level staff, anyone working in
helps you develop an understanding of key insurance topics: how the insurance market operates, customer-facing roles and those in support roles seeking to build a better understanding
fundamental risk and insurance principles and procedures, and core personal and commercial of motor insurance.
insurance products.
The Award gives a broad understanding of motor insurance, including the need for cover and
The Award is particularly suitable if you’re new to the sector, or in an associated profession or its benefits; insurance legal principles and duties; product features; how cover is arranged and
support role where you need to demonstrate a basic understanding of general insurance. provided, and the principles of delivering good customer service.
Completion requirements Completion requirements

The Award comprises one core unit providing six CII credits on successful completion. These The Award comprises one core unit: Introduction to Motor Insurance.
credits can be used towards further CII qualifications.
(PL1) Introduction to Motor
(FIT) Foundation Insurance
Insurance Test 0 credits*
6 credits
Core
Core
*Completion of three of the four Personal Lines Awards (Award in Motor Insurance, Award in
See pages 16-17 for individual unit assessment method. Travel Insurance, Award in Home Insurance, Award in Pet Insurance) contributes 15 CII credits
towards the unit requirement of the Certificate in Insurance. More information on the Certificate
Included within your Enrolment: in Insurance can be found on page 34.
• Study text – digital only or printed • Online support including exam guide See page 16-17 for individual unit assessment method.
and digital via RevisionMate
• Assessment entry Included within your Enrolment:
• Interactive digital course • Assessment entry
• Study text – digital only or printed • Online support including exam guide
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/FIT cii.co.uk/personal-lines
Award in Travel Insurance Award in Home Insurance
2 N/A N/A 20 hrs 2 N/A N/A 20 hrs

Overview Overview
The Level 2 Award in Travel Insurance is suitable for entry-level staff, anyone working in The Level 2 Award in Home Insurance is suitable for entry-level staff, anyone working in customer-
customer-facing roles and those in support roles seeking to build a better understanding facing roles and those in support roles seeking to build a better understanding of home insurance.
of travel insurance.
The Award gives a broad understanding of home insurance, including the need for cover and
The Award gives a broad understanding of travel insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and
its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.
provided, and the principles of delivering good customer service.
Completion requirements
Completion requirements The Award comprises one core unit: Introduction to Home Insurance.
The Award comprises one core unit: Introduction to Travel Insurance.
(PL3) Introduction to Home

(PL2) Introduction to Travel Insurance
Insurance 0 credits*
0 credits*
Core
Core
*Completion of three of the four Personal Lines Awards (Award in Home Insurance, Award in
*Completion of three of the four Personal Lines Awards (Award in Travel Insurance, Award in Travel Insurance, Award in Motor Insurance, Award in Pet Insurance) contributes 15 CII credits
Motor Insurance, Award in Home Insurance, Award in Pet Insurance) contributes 15 CII credits towards the unit requirement of the Certificate in Insurance. More information on the Certificate
towards the unit requirement of the Certificate in Insurance. More information on the Certificate in Insurance can be found on page 34.
in Insurance can be found on page 34.
See page 16-17 for individual unit assessment method.
Included within your Enrolment:
• Study text – digital only or printed • Online support including exam guide and digital via RevisionMate
cii.co.uk/personal-lines cii.co.uk/personal-lines
Award in Pet Insurance
Understand the
2 N/A N/A 20 hrs key principles of
RQF level CII credits Member
designation
Recommended study time per unit
delivering good
Overview customer service
The Level 2 Award in Pet Insurance is suitable for entry-level staff, anyone working in customer-
facing roles and those in support roles seeking to build a better understanding of pet insurance.
The Award gives a broad understanding of pet insurance, including the need for cover and its
benefits; insurance legal principles and duties; product features; how cover is arranged and
provided, and the principles of delivering good customer service.
The Award comprises one core unit: Introduction to Pet Insurance.
(PL4) Introduction to Pet

Insurance
0 credits*
Core
*Completion of three of the four Personal Lines Awards (Award in Pet Insurance, Award in
Travel Insurance, Award in Home Insurance, Award in Motor Insurance) contributes 15 CII credits
towards the unit requirement of the Certificate in Insurance. More information on the Certificate in
Insurance can be found on page 34.

Find out more and enrol here:

cii.co.uk/personal-lines
New
Award in General Insurance (Hong Kong) Award in Motor Insurance Claims and Underwriting
(India)
N/A 15 CII (Award) 50 hrs N/A 15 CII (Award) 60 hrs

RQF level (equivalent CII credits Member designation Recommended study RQF level (equivalent CII credits Member designation Recommended study
to level 3) time per unit to level 3) time per unit
Overview Overview
The Award in General Insurance (Hong Kong) is similar to the Award in General Insurance (non- The Award in Motor Insurance Claims and Underwriting (India) provides an essential introduction to
UK) but is specific to the Hong Kong regulatory environment. The Award is an introductory-level motor insurance in India. It provides knowledge and understanding of the fundamental principles and
qualification that helps develop your knowledge and understanding of insurance principles, local practices relating to the claims and underwriting process in the Indian motor insurance market.
procedures and products.
The Award is suitable for entry level practitioners, anyone working in customer-facing roles and those
It is suitable for new entrants to the profession or insurance practitioners at the beginning of their in support roles working in the motor insurance market in India.
career seeking to build on existing knowledge through formal study. It also meets the operating
standards set by the Hong Kong regulator.
Also available in Traditional Chinese, (HGT).
The Award comprises one core unit providing 15 CII credits on successful completion. These credits can
be used towards further CII qualifications.
The Award comprises one core unit providing 15 CII credits on successful completion. These credits (IMU) Award in Motor Insurance
can be used towards further CII qualifications. Claims and Underwriting (India)
15 credits
(WH1) Award in General Core

Insurance (Hong Kong)
15 credits
See pages 16-17 for individual unit assessment method.
Core
See pages 16-17 for individual unit assessment method. • Study text – digital only • Online support including exam guide
• Assessment entry via RevisionMate
• Study text – digital only • Online support including exam guide
cii.co.uk/learning/qualifications/award-in-general-insurance-hong-kong-qualification cii.co.uk/learning/qualifications/award-in-motor-insurance-claims-and-underwriting-india-qualification
New New
Award in Motor Insurance Products and Policies Certificate in Motor Insurance (India)
(India)
N/A 15 CII (Award) 60 hrs N/A 45 Cert CII 50–60 hrs

Overview Overview
The Award in Motor Insurance Products and Policies (India) provides an essential introduction to The Certificate in Motor Insurance (India) will enable you to advance your understanding of motor
motor insurance in India. It provides knowledge and understanding of the fundamental principles insurance products and principles and the key disciplines of underwriting and claims. The Certificate
and practices relating to the products and policies in the Indian motor insurance market. will assist you in understanding the nature and key features of risk and insurance in the motor insurance
market. It also provides an understanding of the main regulatory and legal principles and the key
The Award is suitable for entry level practitioners, anyone working in customer-facing roles and
aspects of ethics, corporate governance and internal controls.
those in support roles working in the motor insurance market in India.
The Certificate is ideal for candidates outside the UK who work in the Indian motor insurance
profession.
The Award comprises one core unit providing 15 CII credits on successful completion. These
The Certificate comprises three core units providing 45 CII credits on successful completion. These
(IMP) Award in Motor Insurance
Products and Policies (India)
15 credits (IMP) Motor Insurance (IMU) Motor (W01) Award in
Products and Policies Insurance Claims and General Insurance
Core (India) Underwriting (India) (non-UK)
15 credits 15 credits 15 credits
Core
• Study text – digital only • Online support including exam guide See pages 16-17 for individual unit assessment method.
• Study text – digital only • Online support including exam guide
cii.co.uk/learning/qualifications/award-in-motor-insurance-products-and-policies-india-qualification cii.co.uk/learning/qualifications/certificate-in-motor-insurance-india-qualification
Award in General Insurance (non-UK)
Develop an
N/A 15 CII (Award) 50 hrs understanding
RQF level (equivalent
to level 3)
CII credits Member designation Recommended study
time per unit of risk and
Overview insurance, the
The Award in General Insurance is an introductory-level qualification that helps develop your
understanding of insurance principles, procedures and products. structure of
It’s particularly suitable if you’re a non-UK insurance practitioner at the beginning of your career
or seeking to build on existing knowledge through formal study. It also meets the operating
standards set by the local regulator.
the insurance
Also available in Arabic, (W02) and in Simplified Chinese, (WM1). market and
Completion requirements the key
legal principles
The Award comprises one core unit providing 15 CII credits on successful completion. These
(W01) Award in
governing
General Insurance (non-UK)
15 credits insurance
Core
contracts

• Assessment entry

cii.co.uk/award-general-insurance
Award in Customer Service in Insurance (non-UK) Certificate in Insurance and Financial Services
(non-UK)
N/A 15 CII (Award) 50 hrs N/A 40-45 Cert CII

Member designation
50-60 hrs
RQF level (equivalent CII credits Member designation Recommended study RQF level (equivalent CII credits Recommended study
Overview Overview
The Award in Customer Service in Insurance (non-UK) provides an essential introduction to the The Certificate offers a dedicated pathway for candidates outside the UK to achieve the
customer service function specific to insurance companies, intermediaries and providers. It helps Certificate in Insurance and Financial Services (non-UK). It is ideal for those who provide financial
build knowledge and understanding of the key processes and requirements related to good advice, act as an insurance agent, or aspire to either of these roles.
customer service. In successfully completing three units you will gain valuable knowledge relevant to your role and
Designed for those working in non-UK customer-facing roles, the Award is suitable for sales qualify for the Certificate.
support and claims settlement staff, as well as new entrants to the profession.
Completion requirements The Certificate comprises three core units, providing 40-45 CII credits on successful completion.
The Award comprises one core unit providing 15 CII credits on successful completion. These You must select three units from the following options: AWF or AWB (not both), W01 or WH1
credits can be used towards further CII qualifications. (not both) AWP or W04.
CII credits achieved can be used towards further CII qualifications.
(W04) Award in Customer
Service in Insurance (non-UK) (AWF) Award in Financial (AWB) Award in
15 credits Planning (non-UK) OR Bancassurance (non-UK)
15 credits 15 credits
Core
(W01) Award in General (WH1) Award in General
Insurance (non-UK) OR Insurance (Hong Kong)
See pages 16-17 for individual unit assessment method. 15 credits 15 credits
Included within your Enrolment: (AWP) Award in

Investment Planning (non-UK)
10 credits
• Assessment entry (W04) Award in Customer
Service in Insurance (non-UK)
15 credits
Core
See pages 16-17 and 44-45 for individual unit assessment method.

• Study text – digital only or printed and • Online support including exam guide
digital (digital only for WH1) via RevisionMate
cii.co.uk/award-customer-service cii.co.uk/cert-ins-fs
Award in London Market Insurance Certificate in London Market Insurance
3 25 N/A 40-60 hrs 3 40 Cert CII 40-60 hrs

RQF level CII credits Member Recommended study time per unit RQF level CII credits (London Market) Recommended study time
designation Member designation per unit
Overview Overview
The Level 3 Award is a specialist qualification for those working in or with the London Market. Building on introductory knowledge gained from the Award in London Market Insurance, the
It helps you gain a broad understanding of the insurance process and practice across the Level 3 Certificate in London Market Insurance requires one further unit (LM3), London Market
London Market. Underwriting Principles.
Designed in consultation with London Market practitioners, the Award in London Market The Certificate develops knowledge and understanding of the underwriting disciplines within
Insurance provides an essential grounding for new entrants to the profession, or those who have the London Market, and of the key elements of the cycle. It also explores the opportunities and
dealings with it. challenges posed by using different distribution channels such as delegated underwriting.
It is a specialised qualification for those working in or conducting business through the London
Completion requirements Market. It is particularly suitable for employees of Lloyd’s syndicates, brokers, managing agents
or members’ agents in administrative, operational or other support roles, for example, business
The Award comprises two core units providing a total of 25 CII credits on successful completion.
development managers, underwriting technicians or business analysts.
These credits can be used towards further CII qualifications.
(LM1) London Market (LM2) London Market

Insurance Essentials Insurance Principles and The Certificate comprises three core units providing 40 CII credits on successful completion.
10 credits Practices These credits can be used towards further CII qualifications.
15 credits
Core (LM1) London Market (LM2) London Market (LM3) London

Insurance Essentials Insurance Principles Market Underwriting
10 credits and Practices Principles
See pages 16-17 for individual unit assessment method. 15 credits 15 credits
Included within your Enrolment: Core

and digital via RevisionMate See pages 16-17 for individual unit assessment method.
cii.co.uk/ALMI cii.co.uk/cert-lmi
Certificate in Insurance
Develop your
3 40 Cert CII 40-60 hrs understanding
RQF level CII credits Member designation Recommended study time
per unit of insurance
Overview principles, key
The Level 3 Certificate in Insurance is a core qualification for insurance staff working across all
sectors of the industry. It provides a fundamental grounding of the key insurance principles,
disciplines, products and markets, including the regulatory environment, key disciplines of
disciplines and
underwriting and claims, in addition to popular products such as motor, household, healthcare
and packaged commercial insurances. products
The Certificate develops the knowledge and confidence needed as you begin to specialise your
studies according to your ambitions and career requirements.
The Certificate requires a minimum of 40 CII credits for successful completion. Candidates must
study one core unit: IF1 or both LM1 and LM2. It is recommended that non-UK candidates study
W01 as their core unit.
(IF1) Insurance, Award in London Market (W01) Award in

Legal and Regulatory Insurance route: General Insurance
15 credits (LM1) London Market (non-UK)
Insurance Essentials 15 credits
OR 10 credits OR
AND
(LM2) London Market
Insurance Principles and
Practices
15 credits
Core
The remaining credits can come from any units within the insurance qualifications framework.
However, please note the following restrictions:
• Due to the extent of syllabus overlap between IF1, LM1 and W01, achieving more than one
of these units will receive only one award of credits.
• If you choose (LM1 + LM2) as your core unit, studying LM3 to satisfy the remaining credit
requirement will achieve the Certificate in London Market Insurance, instead of the Certificate
in Insurance.
We recommend that you sit the required core unit(s) first as these provide foundation knowledge
upon which the others build. CII credits achieved via the Certificate can be used towards further
CII qualifications.


cii.co.uk/cert-insurance
Diploma in Insurance
Understand the
4 120 DipCII 80-120 hrs law of insurance
per unit contracts, how
Overview they come into
The Level 4 Diploma in Insurance is a technical and supervisory qualification appropriate for
insurance staff working across all sectors of the profession. It provides a firm understanding
of insurance fundamentals and develops advanced technical knowledge.
force and how
We recommend that candidates complete the Certificate in Insurance or equivalent, prior to
studying for the Diploma.
the various parts
of an insurance
The Diploma requires a minimum of 120 CII credits for successful completion, with at least 90 credits
at Diploma level or above.
contract operate
Contributing towards the 90 credits at Diploma level or above requirement, candidates must
study unit M05, along with either M92 or 530, providing 50-55 Diploma level or above credits.
A further 40-45 credits at Diploma level or above must be achieved to meet the requirement of
90, along with a further 30 credits for full qualification completion. These remaining 30 credits
can come from any units within the insurance framework.
(M92) Insurance (530) Economics (M05) Insurance Law

Business and Finance OR and Business AND 25 credits
Core
To see which units are regarded as Diploma level, along with individual unit assessment
methods, see pages 16-17. CII credits achieved via the Diploma can be used towards further
CII qualifications.

• Study text – digital only or printed • Online support including exam guide via
and digital RevisionMate (no exam guide available
• Assessment entry for 530)
• Specimen coursework assignment

cii.co.uk/dip-insurance
Advanced Diploma in Insurance
Demonstrate
6 290 ACII 120-180 hrs
your advanced
designation
Recommended study time per unit technical
Overview
awareness
The Level 6 Advanced Diploma in Insurance provides you with enhanced understanding of
insurance practice, and is a comprehensive assessment of market knowledge and understanding.
and critical
On completion, the Advanced Diploma demonstrates your advanced technical awareness
and critical understanding of the sector to your colleagues, customers and regulators. Widely understanding
recognised, it stands as evidence of your commitment and ability, and can be your passport to
a successful career. Members who hold the Advanced Diploma in Insurance and have at least five
years’ sector experience are eligible to apply for Chartered status.
of the sector
We recommend you complete the Diploma in Insurance or equivalent, prior to studying for the
Advanced Diploma.
to your
customers,
The Advanced Diploma requires a minimum of 290 CII credits for successful completion, with at colleagues and
regulators
least 150 at Advanced Diploma level, and a further 55 at Diploma level or above. The remaining 85
credits can come from any units within the insurance framework.
Contributing towards these requirements, candidates must achieve unit M05, one unit from M92
or 530, and one unit from 820, 930 or 960:
(M92) Insurance (530) Economics

Business and Finance OR and Business
(M05) Insurance Law

25 credits
(820) Advanced Claims (930) Advanced (960) Advanced

30 credits OR Insurance Broking OR Underwriting
Core
The remaining credits can come from any units within the insurance framework. To see which
units are regarded as Advanced Diploma, or Diploma level, along with individual unit assessment
methods, see pages 16-17.
CII credits achieved via the Advanced Diploma can be used towards further CII qualifications.

• Study text – digital only or printed • Online support including exam guide via
and digital RevisionMate (exam guide only available for
• Assessment entry units M05 and M92)
• Specimen coursework assignment

cii.co.uk/adip-insurance
Certificate in London Market Insurance Specialisation Certificate in Insurance Market Specialisation
7 50 N/A 180 hrs 7 50 N/A 180 hrs

Overview Overview
Developed in partnership with the Lloyd’s Market Association (LMA), the Level 7 Certificate Similar in structure to the Certificate in London Market Insurance Specialisation, the Certificate in
in London Market Insurance Specialisation improves practitioners’ research skills within a Insurance Market Specialisation has been developed for the broader insurance community. It is
concentrated field of study appropriate to the London Market. ideal for insurance market practitioners who wish to develop their research skills and apply them
to a specific subject area.
The Certificate will enable you to create learning that matches precisely to your role and career
aspirations and gain an in-depth understanding of a chosen topic through research and analysis. The Certificate will enable you to create learning that matches precisely to your role and career
aspirations and gain an in-depth understanding of a chosen topic through research and analysis.
The qualification requires study at a level equivalent to Master’s degree learning, and as such
we would advise candidates not to underestimate the demands associated with its completion. The qualification requires study at a level equivalent to Master’s degree learning, and as such
Candidates should fully familiarise themselves with the available dissertation guidelines and we would advise candidates not to underestimate the demands associated with its completion.
instructions in advance of entry. Candidates should fully familiarise themselves with the available dissertation guidelines and
instructions in advance of entry.
The Certificate comprises one core unit, assessed by dissertation on an agreed topic, providing
50 CII credits on successful completion. The Certificate comprises one core unit, assessed by dissertation on an agreed topic, providing
50 CII credits on successful completion.
(991) London Market
Insurance Specialisation (994) Insurance
50 credits Market Specialisation
50 credits
Core
Core
• Exemplar research proposal and dissertation • Online support via RevisionMate, Included within your Enrolment:
including guidance on research and • Exemplar research proposal and dissertation • Online support via RevisionMate,
• Support from a dissertation guide – an
dissertation writing including guidance on research and
expert practitioner from the sector • Support from a dissertation guide – an
dissertation writing
expert practitioner from the sector
cii.co.uk/lm-specialisation cii.co.uk/im-specialisation
Personal
Contents
Finance Financial Planning

RQF level 3
qualifications
Award in Long Term Care Insurance 46
Award in Financial Planning (Hong Kong) 47
Award in Financial Planning (non-UK) 48
Award in Bancassurance (non-UK) 49
Certificate in Insurance and Financial Services (non-UK) 50
RQF level 4
Certificate in Paraplanning 51
Certificate in Pension Transfer Advice 52
Diploma in Regulated Financial Planning 53
Regulated Retail Investment Adviser Re-evaluation
Diploma in Financial Planning 54
RQF level 6
Advanced Diploma in Financial Planning 56
Investments and Securities

RQF level 3
Certificate in Investment Operations 58
Award in Investment Planning (non-UK) 59
RQF level 4
Certificate in Securities Advice and Dealing 60
Certificate in Discretionary Investment Management 62
Life and Pensions

RQF level 2
Award in Life and Pensions Foundations 63
RQF level 3
Award in Financial Administration 64
Certificate in Financial Services 65
Certificate in Regulated Financial Services Operations 66
Mortgages and Equity Release

RQF level 3
Certificate in Mortgage Advice 68
Certificate in Equity Release 69
RQF level 4
Certificate in Advanced Mortgage Advice 70
Personal Finance qualifications This is the framework for our personal finance qualification units.
They are grouped according to their difficulty, from level 2 through to level 6.
Unit framework Depending on the qualification you want to achieve, you’ll need to study a number of
these units. Some of our qualifications require just one unit, while others require several.
Study and assessment key
RQF level: 2 RQF level: RQF level: 3 RQF level: 4 RQF level: 6
CII credit level: 3 equivalent CII credit level: CII credit level: CII credit level: Assessment methods vary depending
on the unit’s level and subject matter.
Award CII credit level: Certificate Diploma Advanced Diploma
Each unit within the framework has
Certificate
been assigned an icon to identify the
assessment method from the
options below.
(LF1) Life and Pensions The following units (CF1) UK Financial (LP3) Life and (J02) Trusts (J10) Discretionary (AF1) Personal Tax and
Foundations are not registered Services, Regulation Pensions Principles 20 credits Investment Trust Planning
0 credits as part of the UK’s and Ethics and Practices 100 study hours Management 30 credits
40 study hours Regulated Qualifications 15 credits 10 credits 20 credits 150 study hours Multiple choice question (MCQ) exam
Framework (RQF) 60 study hours 50 study hours 80 study hours
(J03) The Tax and Study is based on a specified enrolment period,
Legal Aspects of (AF2) Business from 01 September–31 August for UK exams, and
(AWB) Award in (CF6) Mortgage Advice (R05) Financial Business 6 (J12) Securities Advice Financial Planning 7 01 May–30 April for non-UK exams. MCQ exams
Bancassurance 20 credits Protection 20 credits and Dealing 30 credits can be sat at UK and international online exam
(non-UK) 1 100 study hours 10 credits 100 study hours 20 credits 150 study hours centres, subject to availability, or via remote
15 credits 50 study hours 70 study hours invigilation.
60 study hours
(CF8) Long Term (J05) Pension (AF4) Investment
Care Insurance Income Options (R01) Financial Planning
(AWF) Award in 15 credits 20 credits Services, Regulation 30 credits
Financial Planning 70 study hours 100 study hours and Ethics 150 study hours
(non-UK) 1, 2 20 credits
Written exam
15 credits 60 study hours Study is based on a 12 month enrolment period
60 study hours (ER1) Equity Release (J07) Supervision in a (AF5) Financial
from the date of purchase. Most exams are on-
15 credits Regulated Environment Planning Process
(R02) Investment screen written exams and some may be available
70 study hours 20 credits 30 credits
(AWI) Award in Principles and Risk by remote invigilation.
Financial Planning 20 credits
(India) 3 (FA1) Life Office
Administration (R06) Financial 60 study hours (AF7) Pension Transfers
15 credits
60 study hours 10 credits Planning Practice 20 credits
60 study hours 30 credits (R03) Personal Taxation 100 study hours Coursework assignments
100 study hours 10 credits Study is based on a 12 month enrolment period
(HFE) Award in Financial 50 study hours
(FA2) Pensions from the date of purchase. Candidates must pass
Planning (Hong Kong) 4
Administration three written assignments, each typically
15 credits
10 credits (R04) Pensions and 2,000-3,000 words.
60 study hours (AF6) Senior
60 study hours Retirement Planning
(J09) Paraplanning Management
10 credits
(AWP) Award in 30 credits 50 study hours and Supervision
Investment Planning (FA5) Individual 100 study hours 30 credits
(non-UK) 1, 5 Savings Account 150 study hours
10 credits Administration (R07) Advanced
60 study hours 10 credits Mortgage Advice
70 study hours 15 credits (AF8) Retirement
70 study hours Income Planning
30 credits
(GR1) Group Risk 150 study hours
10 credits
50 study hours
Notes (LP1) Life and Pensions

1. Available to non-UK candidates only. Customer Operations
15 credits
2. Unit AWF is also available in Arabic (AWA). 60 study hours
3. Unit AWI has been withdrawn from new
enrolments. Final exam sessions will be (LP2) Financial
April 2021. Services Products
and Solutions
4. Unit HFE is also available in Traditional 20 credits
Chinese (HFT). 100 study hours
5. Unit AWP is also available in Traditional

Chinese (WPT).
6. Unit J03 soon to be withdrawn. Final exam
session will be June 2021.
7. Unit AF2 soon to be withdrawn. Final exam
session will be May 2021.
Financial Planning New Financial Planning
Award in Long Term Care Insurance Award in Financial Planning (Hong Kong)
3 15 N/A 70 hrs N/A 15 CII (Award) 60 hrs

RQF level CII credits Member Recommended study time per unit RQF level (equivalent CII credits Member designation Recommended study time
designation to level 3) per unit
Overview Overview
The Level 3 Award in Long Term Care Insurance develops knowledge and understanding of The Award in Financial Planning (Hong Kong) provides knowledge and understanding of the
long-term care cover, including legal, taxation and regulatory issues and the responsibilities of financial planning process within a professional business environment and the core financial and
local authorities. When held with the Diploma in Financial Planning or the Diploma in Regulated life assurance products suitable to a client’s needs.
Financial Planning, it meets the FCA’s qualification requirements for advising on long-term care
The Award is suitable for those at the start of their career or anyone working in financial planning
products and retirement advice.
seeking to build their knowledge and understanding of financial planning in Hong Kong. This
qualification can only be awarded to non-UK residents.
Completion requirements Also available in Traditional Chinese, (HGT).
The Award comprises one core unit, providing 15 CII credits on successful completion. These
(CF8) Long Term
The Award comprises one core unit providing 15 CII credits on successful completion.
Care Insurance These credits can be used towards further CII qualifications.
15 credits
(HFE) Award in Financial
Core Planning (Hong Kong)
15 credits
Core
• Study text – digital only or printed • Online support including exam guide See pages 44-45 for individual unit assessment method.
• Assessment entry Included within your Enrolment:
cii.co.uk/award-longtermcare cii.co.uk/learning/qualifications/award-in-financial-planning-hong-kong-qualification
Financial Planning Financial Planning
Award in Financial Planning (non-UK) Award in Bancassurance (non-UK)
N/A 15 CII (Award) 60 hrs N/A 15 CII (Award) 60 hrs

Overview Overview
The Award in Financial Planning provides foundation knowledge in the core financial and life Designed for financial advisers and insurance agents working outside the UK in the banking
assurance products. You will also learn what constitutes professional practice, providing you with sector, the Award in Bancassurance (non-UK) provides foundation knowledge in core financial,
a framework for ethical behaviour. life assurance and insurance products. You will also learn what constitutes professional practice,
providing you with a framework for ethical behaviour.
The Award is suitable for anyone working outside the UK in the insurance and financial services
sector. This qualification can only be awarded to non-UK residents. The Award is suitable for anyone working outside the UK in the insurance and financial
services sector.
Also available in Arabic, (AWA) Award in Financial Planning.
Completion requirements Completion requirements

(AWB) Award in
(AWF) Award in Bancassurance (non-UK)
Financial Planning (non-UK)
15 credits
15 credits
Core
Core


• Study text – digital only or printed • Online support including exam guide and digital via RevisionMate
cii.co.uk/award-financial-planning cii.co.uk/award-bancassurance
Certificate in Insurance and Financial Services Certificate in Paraplanning

(non-UK)
N/A 40-45 Cert CII 50-60 hrs 4 75-80 CertPFS 50-100 hrs
RQF level (equivalent CII credits Member designation Recommended study time RQF level CII credits (Paraplanning) Recommended study time
to level 3) per unit Member designation per unit
Overview Overview
The Certificate offers a dedicated pathway for candidates outside the UK to achieve the The Level 4 Certificate in Paraplanning meets the specific needs of paraplanners, or those aspiring
Certificate in Insurance and Financial Services (non-UK). It is ideal for those who provide financial to the role. It offers a dedicated qualification route, developing paraplanning skills, expertise and
advice, act as an insurance agent, or aspire to either of these roles. advanced technical knowledge in several key advisory areas. It develops core technical knowledge
in a number of key advisory areas, and helps you gain specialist report writing skills that improve
In completing the Certificate you will gain a solid base of knowledge relevant to your role.
your ability to provide sound professional advice.
It is ideal for senior and mid-level paraplanners looking to further their knowledge or those
Completion requirements aspiring to the role, including new entrants, graduates and anyone looking for an entry route into
The Certificate comprises three core units, providing 40-45 CII credits on successful completion. financial planning.
You must select three units from the following options: AWF or AWB (not both), W01 or WH1
(not both), AWP or W04. CII Credits achieved via the Certificate can be used towards further
CII qualifications.
The Certificate comprises four core units providing 75-80 CII credits on successful completion.
(AWF) Award in Financial (AWB) Award in
Planning (non-UK) OR Bancassurance (non-UK)
15 credits 15 credits (R01) Financial Services, (CF1) UK Financial Services,
Regulation and Ethics OR Regulation and Ethics
(W01) Award in General (WH1) Award in General 20 credits 15 credits
Insurance (non-UK) OR Insurance (Hong Kong)
15 credits 15 credits (R02) Investment Principles (R03) Personal (J09) Paraplanning
and Risk Taxation 30 credits
(AWP) Award in 20 credits 10 credits
Investment Planning (non-UK)
10 credits
Core
(W04) Award in Customer
Service in Insurance (non-UK) See pages 44-45 for individual unit assessment method.
15 credits
Core
• Study text – digital only or printed • Online support via RevisionMate
and digital
See pages 16-17 and 44-45 for individual unit assessment method.

and digital (digital only for WH1) via RevisionMate
cii.co.uk/cert-ins-fs cii.co.uk/cert-paraplanning
Certificate in Pension Transfer Advice Diploma in Regulated Financial Planning
4 70 N/A 50-100 hrs 4 100 DipPFS 50-60 hrs

RQF level CII credits Member Recommended study time per unit RQF level CII credits Member designation Recommended study time
designation per unit
Overview Overview
The Certificate in Pension Transfer Advice provides the in-depth knowledge and practical skills The Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements
needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly for anyone advising on retail investment products. It helps develop core technical knowledge and
important part of the advice process following the Government’s pension reforms. financial planning capabilities.
The Certificate in Pension Transfer Advice is suitable for retail investment advisers and non- The Diploma in Regulated Financial Planning is appropriate for paraplanners, technical
advisers alike seeking to undertake pension transfer work and become pension transfer consultants, and those in financial planning support roles. It is particularly suitable for
specialists. It is ideal for retail investment advisers, paraplanners, technical consultants and those anyone seeking to give retail investment advice.
in financial planning support roles wanting to update their knowledge in this area.
FCA announcement Completion requirements
The Certificate will satisfy FCA requirements to be a pension transfer specialist until September The Diploma comprises six core units, providing 100 CII credits on successful completion. These
2021. After September 2021, pension transfer specialists will be required to hold the full credits can be used towards further CII qualifications.
qualification for retail investment advice. Those holding only the Certificate in Pension Transfer
Advice may need to undertake further study. If you think you will be affected by this change or to
find more information, head to the Certificate in Pension Transfer Advice webpage below. (R01) Financial Services, (R02) Investment (R03) Personal
Regulation and Ethics Principles and Risk Taxation
(R04) Pensions and (R05) Financial (R06) Financial
The Certificate comprises four core units, providing 70 CII credits on successful completion. These Retirement Planning Protection Planning Practice
credits can be used towards further CII qualifications. 10 credits 10 credits 30 credits
(R01) Financial Services, (R02) Investment (R04) Pensions and Core

Regulation and Ethics Principles and Risk Retirement Planning
20 credits 20 credits 10 credits See pages 44-45 for individual unit assessment method.
(AF7) Pension Transfers

20 credits Included within your Enrolment:
Core
See pages 44-45 for individual unit assessment method. Regulated Retail Investment Adviser Re-evaluation
The FCA has collaborated with the CII to form a re-evaluation test of the knowledge required for
Included within your Enrolment: practising retail investment advisors. Identifying areas of strength and weakness, the re-evaluation
• Study text – digital only or printed • Online support including exam guide is a great way to demonstrate that your technical knowledge and application is up to date. The
and digital via RevisionMate test contains 100 questions based on Diploma units R01-R05.
• Assessment entry Successfully passing the re-evaluation counts as 35 CPD hours when supported by an identified
learning need and a reflective statement.
More information can be found online: cii.co.uk/RAR
cii.co.uk/cert-pensiontransfers cii.co.uk/dip-rfp
Financial Planning
Diploma in Financial Planning

Understand the various
4 140 DipPFS 50-100 hrs investment products available
per unit in the marketplace to meet the
Overview unique needs of every individual
The Level 4 Diploma in Financial Planning develops core technical understanding across a broad
range of key financial planning areas. The Diploma is suitable for paraplanners and technical
consultants, and those in roles supporting financial planning processes.
To complete the Diploma in Financial Planning you must already hold one of the following CII
qualifications, or equivalent: Certificate in Financial Services, Certificate in Regulated Financial
Services Operations, or the withdrawn Certificate in Financial Planning.
The Diploma in Financial Planning comprises option units from across the Personal Finance
qualifications framework. A minimum of 140 CII credits must be obtained for successful
completion. These credits can be used towards further CII qualifications.
At least 80 CII credits must be at Diploma level; this includes the nine units listed below and units
R01-R04 and R06 from the Diploma in Regulated Financial Planning. One Advanced Diploma in
Financial Planning unit can count towards this requirement.
The remaining credits can come from any units within the Personal Finance qualifications
framework, subject to a maximum of 30 Advanced Diploma credits.
See pages 44-45 to discover which units provide Advanced Diploma level credits.
(J02) Trusts (J03) The Tax and Legal (J05) Pension Income
20 credits Aspects of Business Options
(J07) Supervision in a (J09) Paraplanning (J10) Discretionary

Regulated Environment 30 credits Investment Management
(J12) Securities (R07) Advanced

Advice and Dealing Mortgage Advice
Option units

J03 will be withdrawn after the 2020-2021 syllabus, with the final assessment opportunity in the
Q2 2021 exam session on Wednesday 2nd June 2021. A resit opportunity will be arranged for later
in the year. For further information, please visit the unit webpage.

• Study text – digital only or printed • Online support via RevisionMate
and digital • Specimen coursework assignment for J09

cii.co.uk/dip-financialplanning
Financial Planning
Advanced Diploma in Financial Planning

Develop specialist
6 290 APFS 100-150 hrs planning capabilities
designation
Recommended study time per unit
and offer a
Overview sophisticated
The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge,
enabling advisers to develop specialist planning capabilities and offer a sophisticated and
comprehensive approach to financial management.
and comprehensive
To complete the Advanced Diploma, you must already hold one of the following CII qualifications:
Diploma in Regulated Financial Planning, Diploma in Financial Planning.
approach to financial
Members who hold the Advanced Diploma in Financial Planning and have at least five years’
sector experience are eligible to apply for Chartered status.
management
The Advanced Diploma comprises one core unit and several option units from across the Personal
Finance qualifications framework. A minimum of 290 CII credits must be obtained for successful
completion.
At least 120 credits must come from the Advanced Diploma units listed below, AF5 being a
compulsory unit. A further 40 credits must be at Diploma level or above. The remaining credits
can come from any units across the Personal Financial qualifications framework.
See pages 44-45 to discover which units provide Advanced Diploma and Diploma level credits.
(AF5) Financial Planning Process

30 credits
Core
(AF1) Personal Tax and Trust planning (AF2) Business Financial Planning
(AF4) Investment Planning (AF6) Senior Management and Supervision

(AF7) Pension Transfers (AF8) Retirement Income Planning

Option units
AF2 will be withdrawn after the 2020-2021 syllabus, with the final assessment opportunity in
the Q2 2021 exam session on Wednesday 26th May 2021. A resit opportunity will be arranged
for later in the year. For further information, please visit the unit webpage.

• Study text – digital only or printed and • Online support via RevisionMate
digital (not available for AF5) (excluding AF5)
• Assessment entry • Specimen coursework assignment for AF6
and AF8
cii.co.uk/adip-financialplanning
Investments and Securities Investments and Securities
Certificate in Investment Operations Award in Investment Planning (non-UK)
3 25-30 N/A 60-70 hrs N/A 10 CII (Award) 60 hrs

RQF level CII credits Member Recommended study time per unit RQF level (equivalent CII credits Member designation Recommended study time
designation to level 3) per unit
Overview Overview
The Level 3 Certificate in Investment Operations is an introductory qualification that helps you The Award in Investment Planning (non-UK) helps you to develop and demonstrate your
gain the essential knowledge and skills you’ll need if you work with investments in an operational knowledge of investment products. You’ll learn what constitutes professional practice and ethical
role. You’ll develop a general understanding of financial services, and gain practical insight into behaviour.
the area of investment operations you choose.
The Award is suitable for experienced non-UK Financial Advisers and Insurance Agents advising
It is ideal for candidates working in a range of administrative and operational roles, such as those on, or aspiring to advise on, investment planning.
working in collective investment scheme administration, individual saving account administration
This qualification can only be awarded to non-UK residents.
and investment client servicing.
Importantly, the Certificate also satisfies the FCA qualification requirements for overseers of
certain investment operations functions.
The Certificate comprises two core units, providing 25-30 CII credits on successful completion.
These credits can be used towards further CII qualifications. (AWP) Award in Investment
Planning (non-UK)
10 credits
(R01) Financial Services, (CF1) UK Financial Services,
Regulation and Ethics OR Regulation and Ethics Core
(FA5) Individual Savings See pages 44-45 for individual unit assessment method.
Account Administration
10 credits Included within your Enrolment:
Core

cii.co.uk/cert-investmentoperations cii.co.uk/award-investment-planning
Investments and Securities
Certificate in Securities Advice and Dealing

Develop in-depth knowledge
4 70 CertPFS 50-70 hrs of investments and securities
RQF level CII credits (Securities)
Member designation
Recommended study time
per unit products and considerations
Overview for appropriate investment
The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA’s qualification
requirements for anyone advising on or dealing in securities. Candidates will develop in-depth
knowledge of investments and securities products, the UK taxation system and considerations
recommendations
for appropriate investment recommendations.
The Certificate is ideal for anyone seeking to advise or deal in securities and anyone working
in related support roles looking to develop knowledge of the market.
Diploma in Financial Planning holders should note that passing unit J12 satisfies the FCA’s
qualification requirements for advising on and dealing in securities.
The Certificate comprises four core units, providing 70 CII credits on successful completion.
(R01) Financial Services, (R02) Investment (R03) Personal Taxation

Regulation and Ethics Principles and Risk 10 credits
(J12) Security Advice

and Dealing
20 credits
Core


cii.co.uk/cert-securities
Investments and Securities Life and Pensions
Certificate in Discretionary Investment Management Award in Life and Pensions Foundations
4 40 CertPFS (DM) 60-80 hrs 2 N/A N/A 40 hrs

RQF level CII credits Member designation Recommended study time RQF level CII credits Member Recommended study time per unit
per unit designation
Overview Overview
The Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and The Level 2 Award in Life and Pensions Foundations introduces key life and pensions topics,
portfolio management skills required for effective discretionary investment management. It also including: customer needs and solutions across pensions, protection, investments and savings;
satisfies the FCA’s qualification requirements for this class of business. the sector’s value to society and the economy; and the importance of professional conduct and
maintaining a customer focus.
The Certificate is also relevant if you outsource this activity, or you’re in an investment-related
support role and want to develop your knowledge of investments. The Award is particularly suitable if you are new to the sector, or wish to demonstrate and
enhance your knowledge.
Completion requirements It’s equally relevant for those in associated professions or support roles requiring an introduction
to life and pensions.
The Certificate comprises two core units, providing 40 CII credits on successful completion. These
(R01) Financial Services, (J10) Discretionary The Award comprises one core unit and does not provide any credits on completion.
Regulation and Ethics Investment Management
(LF1) Life and Pensions
Core Foundations
0 credits
See pages 44-45 for individual unit assessment method. Core
Included within your Enrolment: See pages 44-45 for individual unit assessment method.
and digital via RevisionMate Included within your Enrolment:
• Assessment entry • Study text – digital only or printed • Online support including exam guide
cii.co.uk/cert-investmentmanagement cii.co.uk/award-lpf
Life and Pensions Life and Pensions
Award in Financial Administration Certificate in Financial Services
3 25-30 N/A 60 hrs 3 35-45 Cert CII Cert CII 50-100 hrs
RQF level CII credits Member Recommended study time per unit RQF level CII credits (Life and Pensions) (FS) Recommended study
designation Member designation Member designation time per unit
(Life & Pensions route) (General route)
Overview Overview
The Level 3 Award in Financial Administration is an introductory qualification providing The Level 3 Certificate in Financial Services offers a choice of two learning routes, ideal for those
essential knowledge of the financial services sector, the process of investment planning, and the in operational or technical support roles within financial services.
administration of life or pensions business, depending on the unit selected.
The life and pensions route develops knowledge and understanding of the sector’s role and its
Importantly, it satisfies FCA qualification requirements for overseers of certain administrative life activities. It considers important customer needs, solutions and products, and how individuals and
and pensions functions. organisations work within the regulatory and legislative environment.
It is suitable for anyone working in administrative and operational life or pensions roles, or It is particularly suitable for the life, pensions and long-term savings sector, including customer
anyone moving in to an administrative overseer role who needs to comply with FCA appropriate operations back-office staff and contact centre team leaders.
qualification requirements.
The general route develops fundamental knowledge of the financial services sector, including
regulation, legislation, customer service, administration, marketing in financial services and key products.
Completion requirements It’s ideal if you are providing operational support to financial planners, paraplanners and technical
The Award comprises one core unit and one option unit, providing 25-30 CII credits on successful support staff.
completion. These credits can be used towards further CII qualifications.
(R01) Financial Services, (CF1) UK Financial Services, The life and pensions route comprises three core units, providing 45 CII credits on successful
Regulation and Ethics OR Regulation and Ethics completion. These credits can be used towards further CII qualifications.
Core (LP1) Life and Pensions (LP2) Financial Services (LP3) Life and Pensions
Customer Operations Products and Solutions Principles and Practices
(FA1) Life Office (FA2) Pensions
Administration OR Administration Core
The general route comprises two core units from a choice of three, providing a minimum of 35 CII
credits on successful completion. These credits can be used towards further CII qualifications.
Option units

See pages 44-45 for individual unit assessment method. Regulation and Ethics OR Regulation and Ethics
(LP2) Financial Services
• Study text – digital only or printed • Online support including exam guide Products and Solutions
20 credits
Core

cii.co.uk/award-financialadministration cii.co.uk/cert-financialservices
Life and Pensions
Certificate in Regulated Financial Services Operations

Consider the financial
3 35-40 Cert CII (FS) 60-70 hrs products and services
per unit consumers require
Overview at different stages
The Level 3 Certificate in Regulated Financial Services Operations develops fundamental
knowledge of the financial services sector, including regulation, legislation, and overseeing and
administering financial products.
of their lives and
It suits those involved in or overseeing the operational delivery of life, pensions or investment
products, in addition to other financial services support roles.
how solutions can
The Certificate is an ideal next step for holders of the Award in Financial Administration or
Certificate in Investment Operations, requiring completion of one further unit.
be developed to
satisfy their needs
The Certificate comprises one core unit and two of the three option units, providing 35-40 CII
credits on successful completion. These credits can be used towards further CII qualifications.

Core
(FA1) Life Office (FA2) Pensions (FA5) Individual Savings

Administration Administration Account Administration
Option units


cii.co.uk/cert-rfso
Mortgages and Equity Release Mortgages and Equity Release
Certificate in Mortgage Advice Certificate in Equity Release
3 35-40 Cert CII (MP) 60-100 hrs 3 50-55 Cert CII 60-100 hrs
RQF level CII credits Member designation Recommended study time RQF level CII credits (MP & ER) Recommended study time
per unit Member designation per unit
Overview Overview
The Level 3 Certificate in Mortgage Advice is essential if you want to be a mortgage adviser, and
The Level 3 Certificate in Equity Release develops advisory skills and offers an understanding of
equally relevant if you work in a support role. It develops an understanding of the sector and the
equity release regulation, products, market practice, and customer needs.
mortgage process and enables advisers to meet individual client needs.
It is suitable for anyone seeking to give mortgage and equity release advice, such as advising on
Completion of the Certificate meets the FCA’s qualification requirements for mortgage advisers.
equity release products (both home reversion plans and lifetime mortgages). It is also ideal for
anyone working in the mortgage and equity release market in non-advisory roles, for example,
Completion requirements technical consultants or support roles.
The Certificate comprises two core units; candidates must study CF6, along with either R01 or CF1, The Certificate in Equity Release meets the FCA’s qualification requirements for mortgage
providing 35-40 CII credits on successful completion. These credits can be used towards further advisers and those advising on equity release schemes.
CII qualifications.
The Certificate comprises three core units. Candidates must study either R01 or CF1, along with
CF6 and ER1, providing 50-55 CII credits on successful completion. These credits can be used
towards further CII qualifications.
(CF6) Mortgage Advice
20 credits (R01) Financial Services, (CF1) UK Financial Services,
Core
(CF6) Mortgage (ER1) Equity
See pages 44-45 for individual unit assessment method. Advice Release
Included within your Enrolment: Core

and digital via RevisionMate See pages 44-45 for individual unit assessment method.
cii.co.uk/cert-mortgageadvice cii.co.uk/cert-equityrelease
Mortgages and Equity Release
Certificate in Advanced Mortgage Advice

Discover the
4 55 Cert SMP 60-100 hrs practitioner’s
per unit guide to the
Overview law, policy
The Level 4 Certificate in Advanced Mortgage Advice goes beyond the FCA’s qualification
requirements enabling mortgage advisers to continue developing their advice capabilities. It
brings you up to speed with recent changes to the mortgage process arising from the Mortgage
and practice
Market Review.
The Certificate is an ideal next step for candidates who hold the Certificate in Mortgage Advice
of mortgage
or Certificate in Equity Release, requiring completion of one more unit.
lending in the
The Certificate comprises three core units, providing 55 CII credits on successful completion.
UK, while
exploring the
(R01) Financial Services,
Regulation and Ethics
(CF6) Mortgage
Advice
(R07) Advanced
Mortgage Advice
rules and
20 credits
Core
features of the
lending process

cii.co.uk/cert-ama
Supporting
Enrolment
your
studies
Enrolment
Each unit enrolment comes with the essential tools to support
your learning.
Study text with updates • Study planner* – helps you build a routine
Typically available in printable PDF, ebook and manage time effectively
and hard copy, the study text encourages • Student discussion forum – interact with
structured self-study to help you master the your peers and share queries
syllabus. Chapters define learning outcomes • Quiz questions – check understanding of
and can include self-test questions. You will the study text as you progress
also receive electronic updates and access to a
• Examination guide – a specimen paper with
host of online study support services through
answers to help prepare you for the exam.
our RevisionMate study tool.
*accessible via web browser and available for

Updating your study text enrolment selected written exam and MCQ units only
Available for selected Certificate and (not including mixed assessment).
Diploma level units
How you update your enrolment depends on RevisionMate app
the unit:
Download the RevisionMate app from the
• For editions-based units, you will receive Apple App Store or the Google Play Store for
the edition that immediately follows your a convenient way to access your learning on
expired study text enrolment, with online your device. For more information, visit:
access to the Core Learning course on
cii.co.uk/learning/support/revisionmate
RevisionMate for the remainder of the
examination period.
• For written examination units, this will
Exam guides and specimen
extend your enrolment by 12 months from coursework assignments
the end of the previous enrolment and For online exams, these comprise a complete
digital copies of any new edition made mock exam with answers, highlighting
available during this period will be included syllabus areas covered and useful hints. For
on RevisionMate as part of your Core written exams they include past papers
Learning online course. with examiners’ comments on candidates’
performance and key points for inclusion
RevisionMate in your answers. Specimen coursework
assignments are provided for units which offer
RevisionMate is an online study support tool mixed assessment or coursework assessment.
that helps you revise and access your Current exam guides and specimen
digital content. coursework assignments are supplied as PDF
Key features can include: files and can be found on the unit webpage on
• Printable PDF and ebook of the study text the CII website and on RevisionMate.
Please note, we recommend you sit your exam during your qualification unit’s testing/
enrolment period. However, a study text renewal option is available if you need it.
Study with
Enrolment plus
confidence Upgrade to Enrolment plus

Enrolment plus builds on a standard Enrolment with the additional
study aids available for your unit, giving you access to a range of
study support and helping you pass first time.
Head to your qualification webpage to see if Enrolment plus is
available for your units.
Additional study components typically include:

Key facts booklet Knowledge Checker
Available for selected Certificate and Available for selected units
Diploma level units Delivered online through RevisionMate, each
Summarising the key information contained in knowledge checker contains between 150
the study text, a key facts booklet is more and 300 questions (depending on the unit)
portable than a study text and is perfect for and provides comprehensive, flexible and
just focusing on the high-level syllabus interactive self-testing of the unit syllabus.
requirements. Available in digital and Question feedback is provided in the form of
print format. a chapter reference to the specific areas being
tested in the official CII study text for the unit.
E-learn
Available for selected Certificate and Audio revision
Diploma level units Available for selected Diploma in Regulated
Delivered via RevisionMate, this online tutorial Financial Planning and Advanced Diploma
provides interactive study, backed by an in Financial Planning units
assessment tool to check understanding MP3 audio material for R0 units covers
as you progress with your studies. This the key elements of each subject. The AF
is designed to complement, not replace, options cover key Diploma learning points
the primary study text. It provides visually that underpin application at Advanced level,
engaging and therefore memorable learning. together with exam technique guidance.
It covers key and difficult topics only, not the Delivered via RevisionMate, audio files are
entire syllabus. simple to download and are ideal for on-the-
go study.
Please note, whilst accessing additional study aids via Enrolment plus is cheaper than if you were
to purchase them separately, individual components are still available to purchase on their own.
Head to your unit webpages for more information.
A sign of your
Member designations
achievement Qualification
level
Chartered
Designation
Chartered Insurer
Chartered Insurance Practitioner
Qualification held by members
Advanced Diploma or Fellowship with five years’

sector experience
Chartered Insurance Broker
Chartered Insurance Risk
Manager
Chartered Financial Planner
Chartered Insurance
Our membership designations Underwriting Agent
demonstrate your achievement Fellowship FCII CII Fellowship
and professional aspiration. FPFS PFS Fellowship
Advanced Diploma ACII Advanced Diploma in Insurance
As a member, you can use your designation
on personal communications to indicate APFS Advanced Diploma in Financial Planning
qualification completion. Diploma DipCII (Claims) Diploma in Insurance, including units: M85 or 820
DipCII Diploma in Insurance
Reflecting our full qualifications framework,
DipPFS Diploma in Regulated Financial Planning or the Diploma in
designations are available at Award, Certificate, Financial Planning
Diploma and Advanced Diploma level. Holders Certificate Cert CII Certificate in Insurance, Certificate in Insurance and Financial
of the Advanced Diploma are eligible to use Services (non-UK) or the Certificate in Motor Insurance (India)
the relevant Chartered title. In some instances, Cert CII (Claims) Certificate in Insurance, including one of the following units:
discipline specific designations can be used IF4, M85 or 820
to determine your area of specialism. Cert CII (Life and Pensions) Certificate in Financial Services via the life and pensions route
Cert CII (London Market) Certificate in Insurance, including the Certificate in London
Market Insurance
Cert CII (Health and Protection) Certificate in Insurance, including at least two of the
following units: IF7, R05, GR1
Cert CII (Protection) Certificate in Insurance, including units R05 and IF9
Cert CII (Insurance Broking) Certificate in Insurance, including one of the following units:
I10, M81, 930
Cert CII (Customer Service) Certificate in Insurance, including unit IF9
Cert SMP Members of the Society of Mortgage Professionals holding
the Certificate in Advanced Mortgage Advice
Cert CII (MP) Members of the Society of Mortgage Professionals holding
the Certificate in Mortgage Advice
Certs CII (MP & ER) Members of the Society of Mortgage Professionals holding
the Certificate in Equity Release
Cert CII (FS) Certificate in Regulated Financial Services Operations or
Certificate in Financial Services via the general route
CertPFS (Paraplanning) Certificate in Paraplanning
CertPFS (Securities) Certificate in Securities Advice and Dealing
CertPFS (DM) Certificate in Discretionary Investment Management
Award CII (Award) Award in Bancassurance

Award in Customer Service in Insurance
Award in Financial Planning
Award in General Insurance
Award in Investment Planning
Award in Financial Planning (Hong Kong)
Award in General Insurance (Hong Kong)
Award in Motor Insurance Claims and Underwriting (India)
Award in Motor Insurance Products and Policies (India)
Award in Bancassurance (non-UK)
Award in Customer Service in Insurance (non-UK)
Award in Financial Planning (non-UK)
Award in General Insurance (non-UK)
Award in Investment Planning (non-UK)
A commitment
Chartered status
to professional
standards
Chartered status is the globally recognised badge of professionalism
among employers, consumers and businesses. It demonstrates your
commitment to putting customers first, upholding ethical standards,
and maintaining your technical knowledge.
“It is very important to Accredited by your professional body

me that the financial The Chartered Insurance Institute awards Chartered
planning industry becomes status to members holding the Advanced Diploma.
recognised as a leader in You must also have at least five years’ experience within
professionalism, integrity
the insurance and/or personal finance profession.
and trust. This is at the
heart of everything I do
and achieving Chartered
Status, in my eyes, is the Wearing the badge with pride
benchmark that everyone in Attaining Chartered status is challenging and takes
the industry should aspire to commitment. However, once you have achieved
and also ensures that there the accolade, you can proudly demonstrate your
is a framework in place commitment by applying the Chartered logo to your
for industry goals to stationery and personal communications.
be achieved.”
For more information and to apply, visit:
Max Folland cii.co.uk/chartered
Chartered Financial Planner
A passion for
Fellowship
professionalism Fellowship is the highest membership level

and regarded as the premier designation for
those working in the insurance and personal
finance profession. Holders of the Advanced
Diploma who meet the full eligibility
requirements are encouraged to apply for
the Fellowship programme.
FCII Fellowship programme

The FCII programme is flexible enabling it to be linked to
work-based activity, or it can be aligned with study for other
relevant qualifications such as an MSc or MBA.
Full details can be found online at:
cii.co.uk/membership/join-us/fellow
FCII Fellowship Advisory Service

For further guidance and support prior to or during your
Fellowship application, the Fellowship Advisory Service is
on-hand. The service provides help and advice; however it
cannot provide technical information about a subject you may
be studying.
To contact the Fellowship Advisory Service
call: +44 (0)20 8530 0819
email: societies.fas@cii.co.uk
FPFS Fellowship programme

The FPFS programme is suitable for those wishing to continue
their studies. A total of 350 credits are required to complete
the Fellowship; this must include obtaining 290 credits through
completion of the Advanced Diploma in Financial Planning. The
remaining 60 credits can come from any of the examinations
offered within the CII personal finance qualifications framework.
Full details can be found online at:
thepfs.org/membership/join-us/fellow/
Your
Your next steps
next The best way to begin your study journey is to visit us online.
Go to cii.co.uk/qualifications where you can find more detail
steps
on our qualifications.
If you cannot find what you are looking for, please contact
Customer Service by calling +44 (0)20 8989 8464 or by
emailing customer.serv@cii.co.uk
Chartered Insurance Institute
tel: +44 (0)20 8989 8464
customer.serv@cii.co.uk
cii.co.uk
Chartered Insurance Institute

@CIIGroup
© The Chartered Insurance Institute 2021
THE CHARTERED INSURANCE INSTITUTE, CII and the
CII logo are registered trade marks of The Chartered
Insurance Institute.
Ref: QB2021 (04/21)

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2021 qualifications:

Your guide to studying with us

74. Enrolment plus

not Before studying with us, check

repetition from other professional bodies,

Quality assured learning RQF levels in context

Your Learning Statement

qualifications RQF level 2

RQF level 3 equivalent

2 6 N/A 40 hrs 2 N/A N/A 20 hrs

Completion requirements Completion requirements

2 N/A N/A 20 hrs 2 N/A N/A 20 hrs

(PL3) Introduction to Home

(PL4) Introduction to Pet

Included within your Enrolment:

Find out more and enrol here:

N/A 15 CII (Award) 50 hrs N/A 15 CII (Award) 60 hrs

(WH1) Award in General Core

N/A 15 CII (Award) 60 hrs N/A 45 Cert CII 50–60 hrs

Included within your Enrolment:

Find out more and enrol here:

N/A 15 CII (Award) 50 hrs N/A 40-45 Cert CII

Included within your Enrolment: (AWP) Award in

Included within your Enrolment:

3 25 N/A 40-60 hrs 3 40 Cert CII 40-60 hrs

(LM1) London Market (LM2) London Market

Core (LM1) London Market (LM2) London Market (LM3) London

Included within your Enrolment: Core

(IF1) Insurance, Award in London Market (W01) Award in

See pages 16-17 for individual unit assessment method.

Included within your Enrolment:

Find out more and enrol here:

(M92) Insurance (530) Economics (M05) Insurance Law

Included within your Enrolment:

Find out more and enrol here:

(M92) Insurance (530) Economics

(M05) Insurance Law

(820) Advanced Claims (930) Advanced (960) Advanced

Included within your Enrolment:

Find out more and enrol here:

7 50 N/A 180 hrs 7 50 N/A 180 hrs

Finance Financial Planning

Investments and Securities

Life and Pensions

Mortgages and Equity Release

Notes (LP1) Life and Pensions

5. Unit AWP is also available in Traditional

3 15 N/A 70 hrs N/A 15 CII (Award) 60 hrs

Award in Financial Planning (non-UK) Award in Bancassurance (non-UK)

N/A 15 CII (Award) 60 hrs N/A 15 CII (Award) 60 hrs

Completion requirements Completion requirements

See pages 44-45 for individual unit assessment method.

Included within your Enrolment:

Certificate in Insurance and Financial Services Certificate in Paraplanning

Included within your Enrolment:

Certificate in Pension Transfer Advice Diploma in Regulated Financial Planning

4 70 N/A 50-100 hrs 4 100 DipPFS 50-60 hrs

(R01) Financial Services, (R02) Investment (R04) Pensions and Core

(AF7) Pension Transfers

Diploma in Financial Planning

(J07) Supervision in a (J09) Paraplanning (J10) Discretionary

(J12) Securities (R07) Advanced

See pages 44-45 for individual unit assessment method.

Included within your Enrolment: