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Application process

Follow these steps to ensure your application meets the requirements and to avoid having to re-apply.

Step 1 - Check your eligibility

Step 2 - Get your supporting documents certified

Step 3 - Make your on-line application

Step 4 - CII verifies your application and confirms next steps

Step 5 - Claim your prior learning award

Step 6 - View your updated CII learning statement

 

Step 1 - Check your eligibility

Check whether we have recently reviewed your qualification by entering your qualification details into the exemptions search tool.

Step 2 - Get your supporting documents certified

We accept paper (scanned electronic copies) and digital qualification certificates and results transcripts. Scanned paper versions must be correctly certified as true copies of the originals. Regardless of whether your certificate and results transcript are digital or scanned paper, they must be uploaded into the application form.

Digital qualification certificates and results transcripts

Some awarding bodies provide digital certificates and results transcripts containing links to verification software whereas others only provide external links (you don't see the documents). 

  1. Digital documents containing links to verification software: please upload the pdf documents within the CII application form. Do not provide a printed or scanned copy because CII will need to use the embedded links to verify authenticity.
  1. Web / email links to an external website: where you don’t see the document itself, you would need to ask a CII or Personal Finance Society member or solicitor or notary to access your certificate and results transcript, save the documents and certify them as true copies. You should then follow the instructions for scanned supporting documentation (see below).

Scanned qualification certificates and results transcripts

Make copies of your supporting documentation and show the copies, together with the original documents, to the person certifying them as true copies.

Who can certify your documents?

  • Current CII or Personal Finance Society members* - must write their name, CII PIN number and handwritten signature on each page of each document;
  • Solicitors or notaries - must include their contact details (including employer name, work address, email address and telephone number) on each page of each document;
  • Representatives of the awarding body - their email must confirm that the documents attached are true representations of the documents they issued.

It is your responsibility to ensure that these details are legible and that your application is complete.

* Ensure the person's membership is still current by checking their status at www.cii.co.uk/membersearch.

Your application documentation must include:

  1. A certified copy of your qualification completion certificate (eg graduation certificate)
  2. A certified copy of your results transcript confirming your exam passes
  3. A certified copy of the official document confirming your change of name, eg marriage certificate or deed poll (where appropriate)

Please refer to the RPL Documentation FAQs for further details if required.

If you are experiencing difficulty getting your documentation certified during the Covid-19 pandemic, please refer to the certifying supporting documentation page.

Step 3 - Make your on-line application

  • Log in to "MYCII" with your PIN number. If you don't already have a CII account click here
  • Complete the Check Your Eligibility search (Step 1, above) then select Apply
  • Upload your certified supporting documents
  • The scanned file name must not contain spaces, wildcards or special characters
  • Max file size: 20MB

Step 4 - CII verifies your application

  • If we have recently determined a prior learning award for your qualification – we will confirm your eligibility decision by email (normally within 15 working days).
  • If we have not recently determined a prior learning award for your qualification - we will identify whether we require additional qualification material (e.g. syllabus, specimen exams). If so, we will email you to request this material.

Step 5 - Claim your prior learning

If you are eligible, you contact CII Customer Service (tel: +44 (0) 20 8989 8464) to claim and pay for the credits within 30 days.

Fees

A fee per CII credit is payable before the prior learning is awarded:

  • CII / Personal Finance Society members: £4 per CII credit
  • Non-members: £7 per CII credit.

We will advise you the correct fee based on the number of credits and your membership status. Please do not send payment in advance.

After 30 days your offer will lapse and you would need to make a new application. The recognition of prior learning rules and awards are reviewed from time to time so we cannot guarantee that future awards and/or fees will be the same.

Step 6 - View your updated CII learning statement

Once you have claimed your award, your CII learning record will be updated. You can obtain your updated learning statement by visiting our learning statement request page.