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Life office administration

FA1 (10 Certificate credits)

The objective of this unit is to develop an understanding and knowledge of life and pensions issues, together with detailed guidance on the administration of these classes of business.

Important information on learning material editions

Study options and revision aids based on the 12/13 tax year and exam syllabus are applicable to exams taken until 31 August 2013. If you wish to sit the exam after this date, you will need to purchase the 13/14 edition, once available.

Maximise your chances of exam success

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Study options – printed book

Members
£52.00
Non-member
£65.00
Study text with updates - 12/13 edition

This is a self-study course. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text.)

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text. 

Study text with updates - 12/13 edition

This is a self-study course. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text.)

Additionally you will gain access to an unrivalled suite of online services to support your studies through our 'RevisionMate' study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, student discussion forums, specimen examination and hints and tips. Full details will be provided with your study text. 

Members
£52.00
Non-member
£65.00
Study text with updates - 13/14 edition ** dispatched w/c 22 July 2013 **

This is a self-study course applicable to exams sat from 1 Sep 2013-31 Aug 2014. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Additionally you will gain  access to an unrivalled suite of online services to support your studies  through our RevisionMate study tool. These will include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, specimen exams with model answers and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Study text with updates - 13/14 edition ** dispatched w/c 22 July 2013 **

This is a self-study course applicable to exams sat from 1 Sep 2013-31 Aug 2014. It consists of a study text, with electronic updates which will automatically be made available for the examination period to which they relate (further details are included on the title page of the study text).

Additionally you will gain  access to an unrivalled suite of online services to support your studies  through our RevisionMate study tool. These will include a study planner, a  knowledge check (multiple choice test) facility covering each chapter, student  discussion forums, specimen exams with model answers and hints and tips on how to pass the exam. Full details will be provided with your study text.

 

Members
£35.00
Non-member
£42.00
Update your study text to the next edition

As the study text is a valuable reference tool in your day-to-day job, for current study text enrolees, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material. Editions run from 01 September - 31 August.

Update your study text to the next edition

As the study text is a valuable reference tool in your day-to-day job, for current study text enrolees, we offer an option to receive the next edition of the study text together with electronic updates. This option is renewable on an annual basis and you will be sent a letter inviting you to update your material. Editions run from 01 September - 31 August.

Study options – ebook

Members
£52.00
Non-member
£65.00
ebook study text with updates - 12/13 edition (N.B. ebooks are not refundable once purchased)

This is a self-study course consisting of the ebook study text with electronic updates. Updates will be made available for the examination period to which the study text relates (further details are included on the title page of the study text). Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

You will also have access to an unrivalled suite of online services to support your studies through our RevisionMate® study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

Ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindle and iPad/iPhone. They can also be viewed on desktop and laptop computers.

An ebook provides the benefits of the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

ebooks features:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on the majority of devices allowing you to listen and learn.

Other benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - same-day delivery if ordered before 4pm (Monday to Friday).

Read more about ebooks including FAQs

Please note: if you are buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

ebook study text with updates - 12/13 edition (N.B. ebooks are not refundable once purchased)

This is a self-study course consisting of the ebook study text with electronic updates. Updates will be made available for the examination period to which the study text relates (further details are included on the title page of the study text). Developed to assist you in understanding and learning the exam syllabus, the text breaks down the syllabus into concise sections, with each chapter containing clearly defined learning outcomes and a series of self-test questions.

You will also have access to an unrivalled suite of online services to support your studies through our RevisionMate® study tool. These will include a study planner, a knowledge check (multiple choice test) facility covering each chapter, definitions of key terms, specimen guide exam and hints and tips. Full details will be provided with your study text.

Ebooks
ebooks are compatible with most portable electronic devices including Android and Windows tablets/smart phones, Kindle and iPad/iPhone. They can also be viewed on desktop and laptop computers.

An ebook provides the benefits of the printed study text, with the same enrolment period, updates to content and access to RevisionMate. The cost (incl.VAT) is the same as the equivalent printed study text.

ebooks features:
• Annotation tools - these include the ability to add notes to pages and highlight key points
• Easy navigation - interactive contents page and search function help you pinpoint content
• Quick web link access - related articles and resources can be accessed with a single click
• In-built dictionary - definitions for unfamiliar words
• Read-aloud - available on the majority of devices allowing you to listen and learn.

Other benefits include:
• Portability - study on the move and when using a printed study text isn't practical
• Reduced paper use - paperless study reduces your impact on the environment
• No postage fee - ebooks are delivered electronically through RevisionMate
• Fast delivery - same-day delivery if ordered before 4pm (Monday to Friday).

Read more about ebooks including FAQs

Please note: if you are buying this option from outside the EU, you will be charged a fee without VAT. The price you will see throughout the web checkout process will be inclusive of VAT, however if you are outside the EU, your card will be charged the 'ex VAT' price and this will be reflected in the receipt you receive when payment is complete.

Revision aids

Members
£12.00
Non-member
£13.00
FA1 Examination Guide for exams from 1 September 2012 - 31 August 2013

Multiple choice question Examination guides consist of a specimen examination, answers and useful hints on how to prepare for the examination.

Multiple choice question Examination guides are updated annually to take into account syllabus and legislative changes.

Important note:The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit. When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use.

FA1 Examination Guide for exams from 1 September 2012 - 31 August 2013

Multiple choice question Examination guides consist of a specimen examination, answers and useful hints on how to prepare for the examination.

Multiple choice question Examination guides are updated annually to take into account syllabus and legislative changes.

Important note:The content of the latest Examination guide is included FREE within the RevisionMate online study tool, provided with a study text purchase for this unit. When separately purchased, Examination guides are supplied as PDF files for you to print off as and when required for your own use.

Members
£25.00
Non-member
£27.00
Key fact booklet – 12/13 edition

Comprehensive pocket-sized booklets summarising the key information contained in the coursebook. These are perfect for studying when travelling to and from work or in situations when reading a coursebook is impractical.

Key fact booklet – 12/13 edition

Comprehensive pocket-sized booklets summarising the key information contained in the coursebook. These are perfect for studying when travelling to and from work or in situations when reading a coursebook is impractical.

Members
£88.00
Non-member
£93.00
LEARN interactive tutorial - 12/13 edition

Online tutorial providing highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Notes: 

  • Minimum operating requirements: Windows 2000, XP or Vista; Internet Explorer 6 or 7. Macs are not compatible with this product.

LEARN interactive tutorial - 12/13 edition

Online tutorial providing highly interactive study, backed by an assessment tool to check understanding as you progress with your studies.

Try the course demo here »

Please note that this revision aid is designed to complement, not replace, the primary study text. It provides visually engaging and therefore memorable learning, but it covers only key and difficult topics, not the entire syllabus.

Notes: 

  • Minimum operating requirements: Windows 2000, XP or Vista; Internet Explorer 6 or 7. Macs are not compatible with this product.

Exam entry

Members
£100.00
Non-member
£106.00
Unit FA1 exam
 

Introduction

CII qualifications require completion of one or more units, each covering a specific topic that is individually assessed. Assessment methods vary depending on the level and subject matter of a unit, and include:

  • Multiple choice examinations - the assessment method for Certificate, Award and financial services 'R0' Diploma units assessed in the UK.  Exams are delivered on-screen at a network of over 80 public centres across the UK. Sittings are available year-round, often on a weekly basis.
  • Written examinations - the assessment method for Diploma and Advanced Diploma units, excluding financial services 'R0' Diploma units, and also all units examined outside the UK. Sittings are typically available twice yearly in April and October at over 50 public centres throughout the UK and over 100 public centres outside the UK.

What you need to know

It is essential that candidates familiarise themselves with our service, in particular the rules and procedures that are in place. This should include both exam policies (before the assessment) and notes to results (after the assessment).

Certificate in Life and Pensions units

Exam guide update

The FA1 Examination Guide for exams from 1 September 2012 to 31 August 2013 was first published in June 2012. Any questions which have been amended since the examination guide was first published will appear below.

Learning solutions update

These updates are Learning Solutions updates for study purposes.

Please note that for Financial Planning examinations, the tax year 12/13 will be examined from 1 September 2012.

2012-13 edition

Pdf icon small FA1_2012_edition_changes

Updates to the 2012 edition of the FA1 study text:

Pdf icon small FA1_2012-13_Web_update_01_24-07-12

Pdf icon small FA1_2012-13_Web_update_02_15-01-13

Pdf icon small FA1_2012-13_Web_update_03_07-03-13

View the latest information on:

Pdf icon small Study text current editions

Qualification update

Testing Position

  • Examinations are based on the published syllabus. Syllabuses are available free of charge on the CII website www.cii.co.uk or on request.
  • Candidates will be examined on the basis of law and practice in England unless otherwise stated.
  • The FA1 examination consists of 50 multiple choice questions (MCQs). 1 hour is allowed for this examination.
  • The general rule is that the new tax year and changes arising from the Finance Act will be examined from 1 September each year. Other changes, not related to the Finance Act, will not be examined earlier than 3 months after they come into effect.
  • Candidates must keep up to date with legislative and industry changes that occur.

Tax year

  • The tax year 2012/2013 will be examined from 1 September 2012 until 31 August 2013.

Gender Ruling

As of 21 December 2012, the European Court of Justice has ruled that insurers can no longer consider a person's gender when calculating premiums and benefits. Examinations will be reflective of this change from 21 March 2013.

 

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.