The Certificate in Insurance is a core qualification for
insurance staff working across all sectors of the industry (and the
logical progression from the introductory-level
Award for the Foundation Insurance Test).
It provides a grounding in:
- basic insurance principles including the regulatory
- the key insurance disciplines of underwriting and claims;
- popular products including: motor, household, healthcare and
packaged commercial insurances
- London market legislation, regulation, market practice and
distribution for those starting work in or having dealings with
It supports role-specific learning which will assist you
to develop the relevant knowledge, skills and behaviours needed to
By covering a broad range of core topics, the Certificate
allows you to develop the knowledge and confidence you need before
you begin to focus your subsequent studies and specialise according
to your ambitions and career requirements.
This qualification is the first step towards becoming
professionally qualified and, as such, its value is widely
recognised by employers throughout the insurance
On completion CII members will be entitled to use the
designation 'Cert CII' (CII membership and Continuing Professional
Development requirements apply).
Note: sector specific designations
are available to CII members completing the Certificate that have
also completed specialist units:
- 'Cert CII (London Market)' - available to those
completing the Certificate and the Award in London Market Insurance
(units LM1 and LM2). Faculty membership requirements also
- 'Cert CII (Claims)' - available to those completing
the Certificate including at least one of the following units:
(IF4) Insurance claims, (P85) Claims practice, or (820)
Advanced claims. Faculty membership requirements
- 'Cert CII (Customer Service)' - available to those
completing the Certificate including unit (IF9) Customer service in
- 'Cert CII (Health and Protection) - available to those
completing the Certificate via a number of possible unit
Find out more about Cert CII (Health and Protection)
Flexible and comprehensive
As a Certificate candidate, you can select units from across the
CII qualifications framework. This means you have access to the
entire range of units currently available.
They offer something for everyone, whatever sector of the
insurance industry you work in and whatever your particular
specialisation or preferred career path. These range from the
fundamentals of insurance practice and legislation through to
personal lines product families, classes of commercial insurance
and specialisms such as risk management and marine.
All qualifications are modular in structure, enabling you to
select units of study according to your preference and career
requirements. Each unit has a credit value and the accumulation of
the stipulated number of credits leads to the award of the
Meeting market expectations
Importantly, the certifiicate has been designed to assist you
and your employer to comply with both the existing and future
regulatory training and competence requirements. The UK
regulator (FCA), and increasingly regulators worldwide, require you
to demonstrate that you are competent in the work you do, and
thereafter to maintain this competence.
This approach is designed to ensure that you have the
appropriate knowledge and skills to perform your job effectively.
Qualifications can play an important role in helping to meet the
requirements by serving as an objective measurement of your
technical awareness and understanding.
Office of Qualifications and Examinations Regulation
Ofqual is the regulator of qualifications, exams and tests in
England. They are also the regulators for the recognised awarding
bodies (such as the CII). For further information refer to the
Ofqual website: www.ofqual.gov.uk
The Certificate in Insurance is registered, with Ofqual at Level
3. As a guide to the level of difficulty this indicates, a GCE
A-Level is also at level 3 in the QCF.
Why the Certificate in Insurance?
The Certificate delivers many advantages:
- Demonstrate to your employer, peers and customers your
commitment to personal learning and development.
- Can form part of an overall programme to meet the regulator's
training and competence requirements.
- Supports lifelong learning as prior study is recognised as you
progress through the qualifications framework, taking accumulated
credits with you.
- Supports personalised learning programmes as you select the
topics most appropriate to your role, rather than follow a rigid
pre-set learning pathway.
- Certificate in Insurance awarded upon completion.
- Upon completion CII members can use the designation 'Cert CII',
demonstrating their professional standing (Continuing Professional
Development requirements apply).
Having successfully completed the Certificate in Insurance you
will hold credits that can be used towards the Diploma in
Is the Certificate in Insurance right for me?
The Certificate is open to anyone, irrespective of educational
background or experience. It is suitable for a diverse range of
- Anyone wishing to gain a broad understanding of insurance
principles, key disciplines and products.
- Employees who have no formal insurance qualifications but wish
to objectively demonstrate insurance knowledge and
- Anyone working in specific technical claims handling or
underwriting roles within a call or service centre
- Insurance staff employed in support functions such as human
resources, marketing, IT and finance, wishing to develop an
understanding of the industry in which they work.
- Staff working for an organisation whose primary business is not
insurance, but which offers insurance advice and products as part
of its overall service to customers.
- Staff taking an Intermediate Apprenticeship or Advanced
Apprenticeship in Providing Financial Services can use the CII's
Certificate in Insurance units to meet the technical certificate
requirement. (This includes a pathway for those completing the
Award in London Market Insurance.)
Your next step
Now that you have read about the Certificate in Insurance,
gained an understanding of what it offers and decided that it meets
your career development plans, it is time to finalise your
The modules to the right of this page contain all the
information you require to select the most appropriate study path.
As you read through these, you will learn about the units on offer,
the available learning materials, course and exam entry dates and
deadlines, terms and conditions relating to entry, and the
different ways you can enter.