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Chartered Insurance Institute
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A blend of financial services and insurance for non-UK advisers

For those candidates outside the UK working in financial advice and insurance, or aspiring to work in both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.

Completion requirements

The Certificate offers a solid grounding across a broad range of areas and is awarded upon completion of three Awards from the following options:

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

Before embarking study, 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 Certificate. Find out more about recognition of prior learning »

Learning Support

A range of study materials are available, including: study texts, revision aids, ebooks and key fact booklets. For full unit availability, click the unit links to the right of this page.

 

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.

Syllabuses

The exam is based on the published syllabus, which is in itself an important aid to exam preparation and revision. It is essential that you familiarise yourself with this before commencing study (a full syllabus is provided in the CII coursebook).

This sets out the objectives of the unit and details the range of knowledge that forms the basis of the exam.

To obtain the full syllabus free of charge, follow the link above. Copies may also be obtained from Customer Service.

At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
  • fulfilling customer requirements in the insurance sector
  • the importance of customer feedback to improve service in the insurance sector
  • the importance of good communication to maintain and build client relationships in the insurance industry
  • dealing with conflict within an insurance environment
  • the importance of keeping accurate and confidential records when dealing with customers
  • managing own workload and time to meet business requirements and timescales
  • working with others to achieve team and organisational objectives
  • the sales process
  • increasing sales activities

AWF Award in financial planning

The exam is based on the published syllabus, which is in itself an important aid to exam preparation and revision. It is essential that you familiarise yourself with this before commencing study (a full syllabus is provided in the CII study text).

This sets out the objectives of the unit and details the range of knowledge that forms the basis of the exam.

 

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.

Award in Investment Planning

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

  • main macro-economic factors that impact upon investment returns;
  • cash deposits, government securities and corporate bonds;
  • equity-based investment and property investment;
  • collective investment products and alternative investments;
  • the risks faced by investors and the importance of asset allocation.

The exam is based on the published syllabus, which is in itself an important aid to exam preparation and revision. It is essential that you familiarise yourself with this before commencing study (a full syllabus is provided in the CII coursebook).

This sets out the objectives of the unit and details the range of knowledge that forms the basis of the exam.

To obtain the full syllabus free of charge, follow the link above. Copies may also be obtained from Customer Service.