The days when only front-line financial services sales staff
needed qualifications are long gone. The FCA expects staff at
all levels and across all functions to demonstrate that they have
the necessary skills to perform effectively.
This is why the CII has developed the Certificate in Life and
Pensions: for those following financial services careers in
administration, customer support, compliance and technical
guidance, within both company and intermediary organisations.
The Certificate provides a dedicated learning pathway delivering
the knowledge you need to perform effectively and progress your
career. It is a modular qualification that allows you to
self-select from 23 available units so that you build a learning
programme matched to your job role or career requirements.
The units cover a broad range of topics across the financial
services sector. Candidates have access to the units covered by the
Certificate in Financial Planning, and the Diploma in Financial
Planning as well as specialist units on specific financial planning
areas such as equity release and group risks.
Completion will re-enforce your credentials as a career
professional and make you eligible to apply to use the designation
'Cert CII (Life and Pensions)'.
Why the Certificate in Life and Pensions?
This qualification delivers many advantages:
- Provides a dedicated learning pathway for financial services
operational staff developing the knowledge and understanding
essential for a successful
- A 'Record of Achievement' is awarded upon completion of each
unit and a certificate awarded on completion of each qualification,
and permanent evidence of learning undertaken.
- CII members holding the Certificate in Life and Pensions are
entitled to use the designation Cert CII (Life and Pensions);
(Continuing Professional Development requirements
Is the Certificate in Life and Pensions
right for me?
The Certificate is tailored for operational staff working in the
financial services sector. They cater for the needs of:
- Those involved in administration, customer support, compliance
and technical guidance.
- Overseers of life and pensions administrative functions who
have to demonstrate evidence of compliance with the FCA's Training
Chapter 2 requirements.
- Those providing administrative support to financial
- Those administrators wishing to develop their understanding of
the background and regulation of the financial services sector and
technical product areas.
Your next step
Now that you have read about the Certificate in Life and
Pensions, gained an understanding of what it offers and decided
that it meets your career development plans, it is time to finalise
The links at the top of this page contain all the information
you require to study for and complete these qualifications. You
will learn about the units on offer, available learning materials,
how to enter and the relevant terms and conditions.
Please take the time to read this material as it will help you
choose the study programme that best fits your needs.
Statement - For details of credits you hold and
confirmation for your personalised completion requirements for the
- FAQs - Our frequently
asked questions relating to studying towards CII qualifications and