The Certificate in Insurance is a core qualification for
insurance staff working across all sectors of the industry, and is
the logical progression from
the introductory-level Award for the Foundation
The Certificate enables 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. 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
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.
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.
There are no entry requirements for this
To complete the Certificate in Insurance you need to obtain a
minimum of 40 CII credits.
The following compulsory unit requirements apply:
- (IF1) Insurance, legal and regulatory; or
- The Award in London Market Insurance: (LM1) London market
insurance essentials and (LM2) London market insurance principles
and practices; or
- (W01) Award in General Insurance
Note: This unit is only available to non-UK
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.
Completition entitles members to use the designation
Cert CII. CII membership and Continuing
Professional Development requirements apply.
There are also a number of sector/discipline specific
designations available for CII members to use, these include:
- 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)
Advanced claims. Faculty membership requirements also
- Cert CII (Customer Service) - available to
those completing the Certificate including unit (IF9) Customer
service in insurance.
- 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
development requirements. Examples of four possible study pathways
that satisfy the requirements 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
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.
Certificate in Insurance specification »