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Chartered Insurance Institute
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CII frequently asked questions

Our most frequently asked questions are answered within this section and are updated as new queries are received and answered.

Membership

What is the CII?

The CII is the leading professional body for the global insurance and financial planning profession. It exists to promote higher standards of integrity, technical competence and business capability and in turn support the public interest by enhancing the service that customers receive. With over 120,000 members in more than 150 countries, the CII is the world's largest professional body dedicated to this sector.

Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and subscribe to the standards associated with professional status.

The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees' technical and professional competence.

Individually, CII members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII Code of Ethics.

What is a CII member?

Membership of the CII is open to anyone wholly or mainly employed or engaged in work connected with insurance or financial planning.

It provides access to a vast range of career support and professional development services and additionally, membership comes with obligations. These include the requirement to adhere to a published Code of Ethics which sets out clearly defined and objectively measured standards of behaviour members must uphold and in the case of CII qualified members to undertake ongoing continuing professional development.

If you do not hold any CII qualifications you will join as an 'ordinary member'. Should you have completed a CII qualification you will join as a 'qualified member'. Different levels of qualified membership exist according to the level of CII qualification that you hold.

Members holding a CII qualification are eligible to use designatory letters and, where applicable (on meeting specific criteria), a CII Chartered title.

To find out more and to determine which membership level is right for you visit www.cii.co.uk/join.

Please note: if you have been allocated a Permanent Identity Number (PIN) this does not automatically mean that you are a member of the CII/PFS. This is simply a unique identifier that links to your personal CII record.

Why join the CII?

At the heart of CII membership is a commitment to ongoing learning and development. Whether you are starting out in your career, studying for your first qualification, or fulfilling your continuing professional development (CPD) obligations, the CII is here to help. The CII is committed to supporting you throughout your career, providing you with access to a wide range of tools and services to help your ongoing development.

What will my membership include?

As a CII member, you have access to exclusive benefits and services to support your professional development. These include:

• Current market information through a comprehensive online library
• Exam resources with access to an archive of exam guides for written exams and recommended reference materials
• Discounts on qualifications and learning materials
• Career support through local institute CPD events, training and networking opportunities (UK, Channel Islands and Isle of Man only)
• Market news and updates from our award-winning membership magazine, The Journal
• CPD scheme to keep your knowledge current and compliant
• Sector specific information and support through membership to one of five specialist faculties
• Affinity benefits scheme providing a range of high street and online discounts.

Take a look at the full range of membership resources to see how CII membership can benefit your career.

Do I have to be a member of the CII to take exams?

No, entry to CII qualifications is open to anyone. However, by becoming a member you will receive discounts on your study materials, revision aids and exam entry and gain access to a wealth of information that supports you in both your career and your studies as you work towards a CII qualification.

Take a look at the full range of membership resources to see how CII membership can benefit your career and your studies.

How do I change my membership level?

If you are an existing member and complete a qualification you will automatically be upgraded to the relevant membership level to reflect your new qualified status. We will send you confirmation upon completion of your qualification and you will also receive a new membership card in the post. Any additional fee applicable to your upgrade in membership will not be payable until next renewal.

How do I become a member?

There are different levels of membership depending on your experience and the qualification(s) you hold. To determine which membership level is right for you and for further instructions on how to complete your application to join, visit www.cii.co.uk/join

What is the cost of membership?

Membership starts from £74 per year (plus a one-off admission fee of £37), with fees varying depending on the level of membership you are applying for. If you have a UK bank account you can pay your membership by direct debit and spread the cost over the year. With direct debit, your membership can cost as little as £6.24 a month. For further information on current membership fees, visit www.cii.co.uk/memberpricing.

My membership has lapsed, how do I rejoin the CII?

To reinstate your membership, you will be required to pay a re-admission fee of £37 in additional to a subscription fee (the subscription fee is dependent upon your level of membership). For an application form and further details, please visit www.cii.co.uk/join

Is the membership fee tax deductable?

Yes - in the UK, as a UK HMRC-approved professional body, membership fees qualify for a tax deduction. You can include it on your annual tax return as an allowable expense and can find out more information at www.cii.co.uk/memberpricing. Outside of the UK you would need to check with your local tax authority.

Is a reduced membership fee available if I live outside the UK?

Yes, residents of international countries are charged a lower subscription fee than UK members. Additionally, residents of countries categorised as 'low income' or 'lower middle income' pay a reduced international member fee. For our current international fees, visit www.cii.co.uk/internationalfees

I'm already a CII member and I also want to become a member of the PFS. Do I have to pay a separate fee to both the CII and PFS?

As an existing CII member, you can join the PFS at no additional cost. At the date of your next renewal, you will be charged the subscription fee appropriate to your membership level. You are not required to pay two separate subscription fees.

I'm already a PFS member, do I have to apply to become a CII member?

No, PFS membership automatically includes CII membership and therefore you are not required to apply or pay a separate subscription fee for CII membership.

How long does my membership last?

Your membership runs for a period of 12 months and will expire on the last day of the month in which you originally applied. For example, if you became a member on 21 March 2016, your membership will expire on 31 March 2017. 

I am a member of the CII, but am currently unable to pay the full amount for my subscription due to financial difficulties (redundancy, unemployment, ill health). Can you help me with my payments?

Yes, our membership support scheme offers reduced membership rates to help those who are temporarily out of work through redundancy or unemployment, to support those taking a career break, working part-time or on maternity leave, or for those who are not working through ill-health or other special circumstances. For further information and to apply, visit www.cii.co.uk/supportschemes

I have retired from active business life and wonder if I am entitled to pay a reduced subscription fee?

Yes, if you have fully retired from active business life you can apply for our retired membership scheme which offers discounted membership fees while still allowing you access to all the benefits of membership. For further information and to apply, visit www.cii.co.uk/supportschemes

I am a member of the CII, hold a CII qualification and as such need to undertake Continuing Professional Development (CPD). Can you please advise where I can find out more about my CPD requirements?

All qualified members must comply with CII CPD requirements. Full information regarding the scheme and our online recording tool can be accessed at www.cii.co.uk/cpd

What is a local Institute?

When joining the CII every member in the UK, Channel Islands and the Isle of Man also becomes a member of a local institute. These are a network of 58 local hubs providing dedicated career support, typically including an extensive range of technical, market and regulatory CPD events, soft skills and business related training, exam revision and local examination centres, and social and networking activities. For further information and details of all local institutes, visit www.cii.co.uk/local

Why is it more expensive to join the London local institute?

An additional fee of £3 is charged annually to members opting to join the Insurance Institute of London. This fee covers the cost of the London Supplement that the IIL produces and mails to all members.

Can I change my local institute and, if so, how do I do this?

To change your local institute please contact Customer Service confirming which local institute you wish to transfer to. Please note that it can take up to one month for your records to be transferred to your new local institute.

I've lost my membership card, how do I request a duplicate?

If you have misplaced your membership card, we are happy to issue you with a duplicate. Please contact Customer Service to request a new membership card. Please note that you should allow up to three weeks to receive your new card. 

I would like to cancel my membership. Is my subscription fee refundable?

In accordance with The Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 ("the Regulations"), you have a right of cancellation in respect of your membership. This right (subject to the Regulations) expires 14 calendar days from the day on which your membership application is accepted or where written confirmation of your membership is received by you. Please note that no refunds will be provided for cancellations made after these specified dates. Reimbursement for any monies paid by you which relate to the cancellation will be sent to you within 14 calendar days of receiving the notice of cancellation. Should you wish to cancel, written notice should be sent to Customer Service

As a member, can I use my designation/title and the CII logo on my corporate stationery and website?

CII membership designations are recognised throughout the global insurance market as indicators of achievement, knowledge and professional aspiration. Qualified members may use a designation - on personal communications such as business cards, stationery, email sign-offs, etc.

If you hold a Chartered title you are also able to use the Chartered logo and title in your business dealings - the Chartered logo guidelines provide further clarification on this.

Members are not, however, permitted to use the CII logo.