Cookies on the CII website

By using and browsing the CII website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Recognition of prior learning

Under a scheme known as 'recognition of prior learning' you may be eligible to claim credits for relevant exams and qualifications obtained through awarding bodies other than the CII, such as professional bodies or universities. Subject to the published completion requirements these can be used towards completing CII qualifications.

RPL-RulesPlease read the scheme rules before submitting your application.

To apply for recognition of prior learning, complete and return the application form at the bottom of this page to CII Customer Service. If your application is successful, a fee of £4 per credit for CII/Personal Finance Society members and £7 per credit for non-members.
Please do not send any money at this stage. If your application is successful we will advise you the correct fee based on the number of credits and your CII membership status.

Any credits you are awarded for non-CII exams will automatically be added to your CII Learning Account, which also details the credits you have been awarded for CII exams.

The Process

Stage 1 Stage 2 Stage 3 Stage 4
Submit application form to CII Customer Service If your qualification has been reviewed recently, the CII confirms your award eligibility If eligible for an award, you contact CII Customer Service to claim and pay for credits You can view your updated learning statement by visiting
Stage 2A Stage 2B Stage 2C
If not, the CII will request further material, e.g. qualification content, sample exams You submit all requested materials for review against RPL standards The CII confirms your award eligibility

Relevant non-CII exams and qualifications

The list of exams and qualifications that are accepted is so large and subject to such regular change that it is not possible to publish it. This is why we encourage you to submit a free, no obligation application.

There are, however, standardised credits available for UK-awarded qualifications in Accounting, Business, Economics, Finance, Law, Management, Marketing, Mathematics, Statistics and Actuarial studies. Please see the downloads to the right of this page for further information. Please note these are only guides and not definitive listings.

For non-UK awarded University qualifications in Accounting, Business, Economics and Finance where the awarding organisation is on the UK NARIC database, an award of 25 non unit-specific credits at Diploma level will usually apply. If evidence is provided to the CII, either by the applicant or by the university directly, which indicates that a higher recognition of prior learning award may be merited then we will consider increasing the standard award.  

Frequently asked questions

Find out more information about recognition of prior learning here »


If you have a recognition of prior learning enquiry, please contact CII Customer Service on +44 (0)20 8989 8464 or email us at

We are unable to confirm awards without a fully completed application and cannot advise on potential awards without full details of the qualification, e.g. qualification name, date passed, exam units passed and awarding body.


We can only process your application where you provide the information we require in full. Please ensure it is fully complete, including:

  1. signed and dated application form
  2. original or certified copy of your qualification completion certificate
  3. original or certified copy of your results transcript or letter from your awarding body confirming your exam passes (view an example results transcript)*
  4. the person certifying your certificate and results transcript (as a true copy of the original) is a current CII or Personal Finance Society member (please check their membership has not lapsed at
  5. the signature certifying your certificate and results transcript is handwritten (ie not photocopied or scanned).

If your application is incomplete we will write to you with a request for the missing information. Please help us to avoid unnecessary delays by providing the information in full.

* This document is generally referred to as a results transcript by universities; other awarding bodies may refer to it differently, for example:
- Academic history
- Academic summary
- Completion certificate showing units completed towards qualification
- Diploma supplement
- Learning statement
- Notification of performance
- Passes and credits letter
- Record of achievement
- Results notification
- Statement of results

Important information for students completing the Advanced Diploma in Insurance in 2016 and 2017

The forthcoming changes to CII qualifications have important implications for students wishing to claim recognition of prior learning. For example, from 2017 the Advanced Diploma in Insurance will require a minimum 150 of the 290 credits to be at Advanced Diploma level. For credits awarded via recognition of prior learning to count towards CII qualifications they must be paid for. Please visit for further information on the changes or contact Customer Service on +44 (0) 20 8989 8464.