Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.Certifying supporting documentation
Colleagues who may be able to certify your documentation
We understand that the shift to hybrid working working from home can make it challenging to have supporting documentation certified by colleagues. We accept a range of solutions, providing we can be satisfied the process for ensuring authenticity of the supporting documentation is robust. This includes the person certifying your supporting evidence as a true representation of the original confirming that they have inspected the original.
If you have previously shown a colleague the original (physical) documentation and they are happy to confirm this in an email and you include a copy of their email within the supporting evidence (graduation certificate and results transcript) that you upload into your on-line application, we would be pleased to consider this.
Colleagues eligible to certify your documentation could include, for example, your:
- L&D, HR or compliance team who may have taken a copy when you completed your qualification or commenced employment
- Manager or team members who have seen your original documentation
- Friends or colleagues who completed the qualification at the same time as you.
Must be current members
They must be current CII or Personal Finance Society members, solicitors or notaries. You may wish to refer to the CII member search tool or your HR team may be able to provide details of CII or Personal Finance Society members who work within your organisation.
How can they certify my documentation?
We will accept:
- An electronic signature on the copies of the documents, or
- A letter from the certifier. The letter must be signed, dated and make specific reference to the documents certified. For example, it must state the awarding organisation, qualification awarded, graduation date, applicant’s name as it appears on the documents and any reference numbers of the documents. You must upload this letter within your application at the same time as the supporting evidence.
- An email from the certifier confirming the documents attached are true representations of the physical copies. You must upload the covering email within your application at the same time as the supporting evidence.
We reserve the right to contact the person certifying the documentation and applicants expressly consent for the CII to contact any awarding organisation to verify the applicant’s qualification status.
What do I need to do next?
Return to the Application process page for a step-by-step guide and an example of correctly certified documentation.
It also details of others (solicitors or public notaries) who you may approach to certify your documentation.