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Assessment information

Our qualifications involve the completion of one or more units, each covering an individually assessed topic. Assessment methods vary and depend on a unit's level and subject matter.

Assessment methods

 

  • Multiple-choice question (MCQ) exam – Study is based on a specified enrolment period from 01 January – 31 December for general insurance units, 01 May – 30 April for non-UK units and 01 September – 31 August for financial services units. MCQ exams are available weekly at UK and select non-UK online exam centres, or twice-yearly in April and October at non-UK paper-based exam centres

  • Written exams – Study is based on a 12 month enrolment period from the date of purchase. Written exams are held twice-yearly in April and October, with the exception of unit R06 which is tested four times-yearly, at UK and non-UK exam centres

  • Coursework assessment – Study is based on a 12 month enrolment period from the date of purchase. Three written assignments, each typically between 2,000 - 3,000 words, need to be passed
    Insurance coursework assessment guidelines and instructions (PDF)
    Personal finance coursework assessment guidelines and instructions (PDF)

  • Mixed assessment – Study is based on a 18 month enrolment period from the date of purchase. A combination of a single coursework assignment must be passed within the first six months and a MCQ exam passed within 18 months.
    Mixed Assessment guidelines and instructions (PDF)
  • Dissertation assessment – Study is based on a 18 month enrolment period from the date of purchase. A dissertation, typically between 10,000 - 11,000 words, on an agreed subject must be submitted.
    Dissertation guidelines and instructions (PDF)

It is essential that candidates familiarise themselves with the guidelines and instructions. Candidates should also familiarise themselves with the coursework and dissertation policies as well as exam policies before the assessment, and notes to results post-assessment.