Enrolment and Fellowship plan

More information

Phone the Fellowship Advisory Service - FAS on 020 7417 4780/4412

Step 2 – Enrolment on the Fellowship plan

If you are intending to apply for Fellowship you must complete the Fellowship enrolment form and send it to us, with the appropriate fee.

If you have pre-1992/9 subject ACII it will be necessary for you to submit a summary of ten years relevant work experience since qualifying as an Associate (a Curriculum Vitae will suffice), along with your enrolment application form and Fellowship plan.

Enrolment gives you the following benefits:

  • access to the Fellowship Advisory Service;
  • the twice-yearly Journal of Insurance Research and Practice while you are on the Fellowship programme;
  • CII continuing professional development folder and guidance notes.

Please note that enrolment is valid for five years from the date of its acceptance by the CII. You must remain a member of the CII while on the Fellowship programme. If you do not successfully complete the Fellowship programme within five years, you will have to re-enrol and pay a further enrolment fee unless the FAS grants an extension due to special circumstances.

Fellowship plan

The plan should cover the period up to application for election to Fellowship and it enables you to set an agenda for how you plan to become a Fellow. To obtain the maximum benefit from planning the next stage of your career, it is important to identify your major overall objectives and to combine these with practical, tangible and achievable interim goals.

If you require assistance with any aspect of the plan the Fellowship Advisory Service can offer guidance. Your plan should be realistic and include goals that will stretch you and help you to develop as a professional.

Current position

To be most effective, the plan should be based on an analysis of your current position. Familiarise yourself with the following sections and decide on your major achievement.

Objectives set to reach Fellowship

This section prompts you to set a timetable for the completion of each step of the Fellowship programme. Please note that the minimum time that must elapse between completing the Advanced Diploma/ACII examinations and applying for election to Fellowship is three years. If you are unsure of the date you completed the Advanced Diploma/ACII examinations please contact the Fellowship Advisory Service.

You are also asked to state how you have ensured that the personal objectives you have set to reach Fellowship meet with those of your employer. The needs of your employer’s business should be central to your considerations when planning your route to Fellowship. If your plan fits corporate objectives, you are more likely to receive support from your employer and so obtain the greatest career benefit from your chosen route.

Major achievement chosen to support election to Fellowship

The plan must include details of your proposals by way of a major achievement.

If you are intending to undertake another professional or managerial qualification as your major achievement you should read the guidelines and then complete this application form and send it in with your Fellowship plan. If you have already completed a professional or managerial qualification which you would like to use as your major achievement, please also enclose a copy of your certificate or results notification (these must be attested to be a true copy of the original by a person other than yourself who is a current member of the CII and is an ACII, FCII, MSFA, ASFA, or FSFA) with the application form and documentary evidence.

If you propose to submit a dissertation, project report or portfolio of published work as your major achievement you should read the relevant guidelines. Once you are confident that your major achievement will meet the guidelines, complete the relevant section on your plan with details of your chosen major achievement. Employer agreement is essential if you are intending to use a work-based dissertation or project report as your major achievement. If this is the case please ensure that you obtain your employer’s endorsement of your intended major achievement.

Other considerations

When completing your plan you should also consider the requirements of the CII’s CPD scheme. You need to maintain your CPD records, as the Institute will request them at some point between enrolment and application for election to Fellowship.

CPD online

The plan can be used as a basis for further analysis of your current position and identification of areas where you can see opportunities for acquiring or improving skills or knowledge, which will be important for your future. When completing your plan you are also encouraged to consider:

  • what current skills/technical knowledge you need to maintain;
  • what new skills/technical knowledge you need to learn;
  • what constrains there are on your learning (eg, time, geographic or physical constraints);
  • what resources are available to you;

We recommend that you identify those areas you feel would enhance your personal development and career. The emphasis should be on acquisition of experience, skills and knowledge which will extend your interests and will help you realise your career aspirations and potential.

What if my circumstances change?

During your progression to Fellowship your professional or career situation may change. If so, you may need to review your plan to reflect your new circumstances and goals. If you decide to change your choice of major achievement we recommend that you notify the Fellowship Advisory Service so that we can advise you.


Contact us

CII Customer Service
tel: +44 (0)20 8989 8464
fax: +44 (0)20 8530 3052
e-mail: customer.serv@cii.co.uk


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