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Chartered Insurance Institute
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FAQs


Common FAQs on Chartered status

Q1. What does an individual have to do to be eligible for a CII Chartered title?

A. For an individual to be awarded a Chartered title (Broker, Insurer, Insurance Practitioner, Insurance Risk Manager or Financial Planner) they must:

  • hold a professional level CII qualification: Advanced Diploma in Insurance/Fellowship for the insurance Chartered titles (Broker, Insurer, Practitioner, Insurance Risk Manager) or Advanced Diploma in Financial Planning/Fellowship of the PFS for the Financial Planner title (CII qualifications equivalent to first degree level)
  • Have five years' relevant industry experience (not necessarily post-qualification)
  • Be a member of the Chartered Insurance Institute or the Personal Finance Society, depending upon the title being applied for
  • Adhere to the CII's Code of Ethics
  • Be able to demonstrate that their continuing professional development (CPD) is up to date and commit to an ongoing programme of CPD. 

Q2. What, if any, other qualifications/exams will the CII recognise as part of an individual's qualifying portfolio?

The CII recognises, through the award of credits, an extensive array of qualifications from other awarding bodies through its recognition of prior learning service. Note: to be awarded a CII qualification, you must obtain, by CII examination or coursework assessment, a pass in a unit from the qualification that you are looking to complete, and meet the qualification completion requirements. 

Q3. Can someone who meets the qualifying criteria just start using the title?

No, they must apply to the CII first so that the necessary checks can be undertaken and approval given. An application form for Chartered status can be found here

Q4. What rules govern the use of a Chartered title?

Holders of the title must comply with the CII's membership requirements, including adhering to the CPD scheme requirements, and abiding by the Code of Ethics

Q5. Is there a CPD requirement prior to applying for the title?

An individual must be up to date with their CPD; new and existing members must comply with the CII's CPD scheme requirements.

Q6. How much will it cost someone to apply for and maintain the title?

A. Membership pricing can be found here. The fee shown for Chartered applies to our four insurance chartered titles. The fee for the Chartered Financial Planner title can be found here

Q7. Can someone who qualifies for two Chartered titles use both?

No. CII members will be able to apply for one title only. This title applied for should reflect the specialism that they spend the majority of their time on. 

Q8. Will the CII charge a fee to existing Chartered title holders wishing to transfer to a different title e.g. from Chartered Insurer to Chartered Insurance Broker, due to a change in job role?

No. You simply need to contact CII Customer Service. Please note that, in the case of switching from an insurance Chartered title to Chartered Financial Planner, or vice-versa, you will need to satisfy the different qualification eligibility criteria that apply. 

Q9. Consumers just want a good deal from their financial products. How is Chartered status going to help?

The establishment of Chartered status introduces a new, internationally recognisable benchmark of quality and ethical practice for general insurance and financial advice professionals. In addition to the holding of professional qualifications our Chartered title-holders abide by a Code of Ethics and the CII has the sanction of a disciplinary process against members should this be necessary. This represents the first step in an evolving process. The CII will work with practitioners to ensure the standards and practices associated with a professional body are established and maintained within general insurance industry. 

Q10. How can I show to the public I hold the title?

As an individual Chartered title holder you are able to use the Chartered logo or title in your business dealings, typically on your business card, letterhead, online resumes and the like. The  Chartered logo guidelines explain how to use these. 

The CII has an online searchable database for members of the CII. The database includes an option to display only members who hold a CII Chartered title and is available here.

 

 

 

 

 

Individual Chartered status

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