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
The Certificate in Insurance 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
In completing the Certficate you will gain credits that can
count towards completion of the CII's higher qualifications, the
Diploma and Advanced Diploma in Insurance (subject to the
On completion you will be entitled to use the designation 'Cert
CII' (CII membership and Continuing Professional Development
- 'Cert CII (London Market)' - available to those
completing the Certificate and the Award in London Market Insurance
(units LM1 and LM2).
- 'Cert CII (Claims)' - available to those completing
the Certificate including at least one of the following units:
(IF4) Insurance claims, (M85) Claims practice, or (820)
Advancedclaims. Faculty membership requirements also
- '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
combinations that can be selected according to your role and
Examples of four possible study pathways that satisfy the
requirements for Cert CII (Health and Protection) include:
- PMI intermediary: units IF1, IF7 and P64
- Employee benefits specialist: units IF1, GR1
and P63 or P64
- Protection adviser: units IF1, R05 and
- Independent financial adviser: units IF1, IF7
and GR1 or P64 or R05
The Certificate meets the technical certificate requirements of
the Level 3 Advanced Apprenticeship in Providing Financial Services
and the Level 3 Insurance Practitioner Apprenticeship.
Unit IF1 meets the technical requirements of the Level 2
Intermediate Apprenticeship in Providing Financial Services.
Who it's for
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.
There are no entry requirements for this qualification. To
complete the Certificate in Insurance you need to obtain a minimum
of 40 CII credits.
This must include meeting the following compulsory unit(s)
Candidates are required to take (IF1) Insurance, legal and
regulatory - worth 15 credits - or the Award in London Market
Insurance: (LM1) London market insurance essentials and (LM2)
London market insurance principles and practices - worth 25 credits
|(IF1) Insurance, legal and
||The Award in London Market Insurance:
(LM1) London market insurance essentials and (LM2) London market
insurance principles and practices
Outside of these units you are free to choose any unit from
across the CII insurance qualifications framework enabling you to
create a learning pathway suited to your job role for future
Unit study materials for this qualification typically
- Study text with updates
- RevisionMate online study support
- Key fact booklet
- Question pack
- Learn interactive tutorial
- Revision courses.
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 Regulated Qualifications
Your next step
The links at the top right of this page contain all the
information you need to finalise your entry. As you read through
this you will learn about the units on offer, the available
learning materials, terms and conditions relating to entry, and the
different ways you can enter.