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Chartered Insurance Institute
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How to apply

Once you've checked your eligibility you'll need to familiarise yourself with our scheme rules before completing your application.

Please ensure we have your up-to-date contact details at

Please do not send us your application form, results transcript and completion certificate by email.

Important application information

We can only process your application where you provide all the required information. If your application is incomplete we will not be able to progress it and you would need to make a new application.

In addition to your signed and dated application form, your application needs to include:

  1. original or certified copy of your qualification completion (eg graduation) certificate
  2. original or certified copy of your results transcript or letter from your awarding body confirming your exam passes (view an example results transcript)*

We strongly recommend that you send certified copies because under no circumstances will CII refund applicants' delivery charges or accept liability for any losses caused by lost documentation.

How to certify copies

Only a current CII or Personal Finance Society member, solicitor or public notary can certify your completion certificate as true copies of the originals. Their signature must be handwritten and not photocopied or scanned.

You can visit to check whether an individual is a current CII or Personal Finance Society member.

Results transcript*

This document is generally referred to as a results transcript by universities; other awarding bodies may refer to it differently, for example:
- Academic history
- Academic summary
- Completion certificate showing units completed towards qualification
- Diploma supplement
- Learning statement
- Notification of performance
- Passes and credits letter
- Record of achievement
- Results notification
- Statement of results

Completing the Advanced Diploma in Insurance or using CII Financial Services credits towards Insurance qualifications?

You may be aware that the CII's Advanced Diploma completion requirements changed on 1 January 2017. This effectively created a deadline of 31 December 2016 for anyone seeking to complete this qualification under the current completion requirements. There are also restrictions on the number of Financial Services credits that may be used towards CII insurance qualifications from 1 January 2017 - click here for further details.

If you are planning to use to use your recognition of prior learning to complete CII qualifications this must be paid for in order for your credits to count.


If you have a recognition of prior learning enquiry, please contact CII Customer Service on +44 (0)20 8989 8464 or email us at

FAQs and further information »