Designed for financial advisers and insurance agents working outside the UK, the Award provides a solid grounding in the core financial and life assurance products. It offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
With over 6,500 holders to date across 80 countries, the Award in Financial Planning provides a professional benchmark for the sector.
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.
In a growing number of territories, the Awards meet the regulatory qualification requirements relevant to advisers. In other non-regulated environments, they regularly provide a development pathway where no local educational or professional provision is available.
The Award is particularly suitable for:
- Non-UK Financial Advisers and Insurance Agents working outside the UK
- Non-UK Financial Advisers needing to satisfy the minimum operating standards set by a local regulator
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 >
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.
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 >
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