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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..
4 2021 qualifications 5
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.
6 2021 qualifications 7
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.
8 2021 qualifications 9
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
10 2021 qualifications 11Studying 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.
12 2021 qualifications 13Insurance
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
14 2021 qualifications 15Insurance 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
100 study hours 120 study hours
6. Unit 590 is also available
in Arabic (595).
16 2021 qualifications 17Award 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
and digital via RevisionMate
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/FIT cii.co.uk/personal-lines
18 2021 qualifications 19Award in Travel Insurance Award in Home Insurance
2 N/A N/A 20 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 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.
See page 16-17 for individual unit assessment method.
Included within your Enrolment:
Included within your Enrolment:
• Interactive digital course • Assessment entry
• Interactive digital course • Assessment entry
• Study text – digital only or printed • Online support including exam guide
• Study text – digital only or printed • Online support including exam guide and digital via RevisionMate
and digital via RevisionMate
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/personal-lines cii.co.uk/personal-lines
20 2021 qualifications 21Award 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.
Completion requirements
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.
See page 16-17 for individual unit assessment method.
Included within your Enrolment:
• Interactive digital course • Assessment entry
• Study text – digital only or printed • Online support including exam guide
and digital via RevisionMate
Find out more and enrol here:
cii.co.uk/personal-lines
22 2021 qualifications 23New
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.
Completion requirements
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.
Completion requirements
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
Included within your Enrolment:
See pages 16-17 for individual unit assessment method. • Study text – digital only • Online support including exam guide
• Assessment entry via RevisionMate
Included within your Enrolment:
• Study text – digital only • Online support including exam guide
• Assessment entry via RevisionMate
Find out more and enrol here: Find out more and enrol here:
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
24 2021 qualifications 25New 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
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 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.
Completion requirements
The Award comprises one core unit providing 15 CII credits on successful completion. These
credits can be used towards further CII qualifications.
Completion requirements
The Certificate comprises three core units providing 45 CII credits on successful completion. These
credits can be used towards further CII qualifications.
(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
See pages 16-17 for individual unit assessment method.
Core
Included within your Enrolment:
• Study text – digital only • Online support including exam guide See pages 16-17 for individual unit assessment method.
• Assessment entry via RevisionMate
Included within your Enrolment:
• Study text – digital only • Online support including exam guide
• Assessment entry via RevisionMate
Find out more and enrol here: Find out more and enrol here:
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
26 2021 qualifications 27Award 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
credits can be used towards further CII qualifications.
(W01) Award in
governing
General Insurance (non-UK)
15 credits insurance
Core
contracts
See pages 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
• Assessment entry
Find out more and enrol here:
cii.co.uk/award-general-insurance
28 2021 qualifications 29Award 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
to level 3) time per unit to level 3) time per unit
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
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)
• Study text – digital only or printed • Online support including exam guide
10 credits
and digital via RevisionMate
• 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.
Included within your Enrolment:
• Study text – digital only or printed and • Online support including exam guide
digital (digital only for WH1) via RevisionMate
• Assessment entry
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/award-customer-service cii.co.uk/cert-ins-fs
30 2021 qualifications 31Award 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
Completion requirements
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
• Study text – digital only or printed • Online support including exam guide
and digital via RevisionMate See pages 16-17 for individual unit assessment method.
• Assessment entry
Included within your Enrolment:
• Study text – digital only or printed • Online support including exam guide
and digital via RevisionMate
• Assessment entry
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/ALMI cii.co.uk/cert-lmi
32 2021 qualifications 33Certificate 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.
Completion 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.
See pages 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
• Assessment entry
Find out more and enrol here:
cii.co.uk/cert-insurance
34 2021 qualifications 35Diploma in Insurance
Understand the
4 120 DipCII 80-120 hrs law of insurance
RQF level CII credits Member designation Recommended study time
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
Completion requirements
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
25 credits 30 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.
Included within your Enrolment:
• 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
Find out more and enrol here:
cii.co.uk/dip-insurance
36 2021 qualifications 37Advanced Diploma in Insurance
Demonstrate
6 290 ACII 120-180 hrs
your advanced
RQF level CII credits Member
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
Completion requirements
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
25 credits 30 credits
(M05) Insurance Law
25 credits
(820) Advanced Claims (930) Advanced (960) Advanced
30 credits OR Insurance Broking OR Underwriting
30 credits 30 credits
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.
Included within your Enrolment:
• 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
Find out more and enrol here:
cii.co.uk/adip-insurance
38 2021 qualifications 39Certificate in London Market Insurance Specialisation Certificate in Insurance Market Specialisation
7 50 N/A 180 hrs 7 50 N/A 180 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
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.
Completion requirements
The Certificate comprises one core unit, assessed by dissertation on an agreed topic, providing
Completion requirements
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
See pages 16-17 for individual unit assessment method.
See pages 16-17 for individual unit assessment method.
Included within your Enrolment:
• 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
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/lm-specialisation cii.co.uk/im-specialisation
40 2021 qualifications 41Personal
Contents
Finance Financial Planning
RQF level 3
qualifications
Award in Long Term Care Insurance 46
RQF level 3 equivalent
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
RQF level 3 equivalent
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
42 2021 qualifications 43Personal 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.
100 study hours 150 study hours
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.
44 2021 qualifications 45Financial 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
credits can be used towards further CII qualifications.
Completion requirements
(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
See pages 44-45 for individual unit assessment method.
Core
Included within your Enrolment:
• Study text – digital only or printed • Online support including exam guide See pages 44-45 for individual unit assessment method.
and digital via RevisionMate
• Assessment entry Included within your Enrolment:
• Study text – digital only or printed • Online support including exam guide
and digital via RevisionMate
• Assessment entry
Find out more and enrol here: Find out more and enrol here:
cii.co.uk/award-longtermcare cii.co.uk/learning/qualifications/award-in-financial-planning-hong-kong-qualification
46 2021 qualifications 47You can also read
