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Chartered Insurance Institute
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The learning benchmark for advisers across the global market place

Designed for non-UK Financial Advisers and Insurance Agents working within the Banking sector, the Award provides solid grounding in the core financial, life assurance and insurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Who’s it for?

The Award is suitable for anyone working outside the UK in the insurance and financial services sector, irrespective of educational background or experience. Particularly, Financial Advisers and Insurance Agents working in the Banking sector and operating in either a regulated or non-regulated environment.

Recognition of prior learning

Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Award.

Find out more about recognition of prior learning>

Completion requirements

The Award comprises one core unit, providing 15 credits on successful completion.

See our key information link to the right of this page for details

Members are entitled to use the designation CII (Award), subject to membership and Continuing Professional Development (CPD) requirements.

Assessment method

Award level units are assessed by multiple-choice question exam (MCQ).   For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.

Find out more about assessments, including policies and exam centres>

Learning support

Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.

We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.

For full unit availability, click the unit links to the right of this page


CII qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.

Study and assessment methods include:

  • Multiple-choice question (MCQ) exam - Study is based on a specified enrolment period, from 01 January – 31 December. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres.
  • Written exams - Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres.
  • Coursework assessment - Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed.
    Download Insurance Coursework assessment guidelines and instructions »
    Download Personal Finance Coursework assessment guidelines and instructions >>
    Download Personal Finance Coursework assignment guidelines and instructions »
  • Mixed assessment - Study is based on a 18 month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and a MCQ exam passed within 18 months.
    Download Mixed Assessment guidelines and instructions »
  • Dissertation assessment - Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.
    Download Dissertation guidelines and instructions »

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.

This qualification in detail

Key information

What does the qualification involve?

The award comprises one core unit from the Personal Finance qualifications framework, securing 15 credits on successful completion.

For the unit syllabus, return to the Award in Financial Planning landing page where you will find the syllabus link at the top right of the page.

Unit overview:


Assessment method

Study hours*

Credits awarded

Unit level






(AWB) Award in Bancassurance (non-UK)

·         2-hour exam

·         75 multiple choice questions

·         70% nominal pass mark**




Find out more about assessment methods, including exam policies and centres »


Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.


*The recommended minimum study hours will vary depending on your experience and ability.

** The actual pass mark may vary from one session to another to ensure consistency in pass standards.


Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.


Award in Bancassurance

At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:

  • the main elements of the financial services and insurance industry;
  • the main insurance products;
  • savings and investment products;
  • retirement planning products;
  • what constitutes good and ethical client practice.