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The application process

You can use the check your eligibility tool to find out if your qualification has been reviewed by our team.

If you're not sure that you're eligible we recommend you make an application anyway - we'll advise next steps once we've reviewed your completion certificate and results transcript.

The application process

Stage 1
Check whether we have recently reviewed your qualification by visiting our eligibility page.

Stage 2
Post your application form and supporting evidence to CII Customer Service.

Stage 3

  • a) We've recently reviewed your qualification – we will confirm your award eligibility by email
  • b) We haven't recently reviewed your qualification – we'll email you to request further qualification material (eg syllabus, specimen exams). On receipt we'll review and confirm your eligibility by email

Stage 4
If you are eligible for an award, you contact CII Customer Service to claim and pay for the credits.

Stage 5
Once you have claimed your award you can obtain your updated learning statement by visiting our learning statement request page.

Recognition of prior learning fees

If your application is successful, 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.