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Exam rules and policies

Multiple Choice Question (MCQ) exams by remote invigilation

By entering an examination with the Chartered Insurance Institute (CII), you agree to be bound by these rules and assessment policies. Any breach of the following rules and policies may result in your disqualifications, not only from the assessment you are taking and any assessment you have already taken, but also from all future assessments, either for a period of years of indefinitely.

These policies and rules are in addition to the terms and conditions detailed on the CII website.


You can search through the list of exam rules by selecting the different options listed below:

1. Adjustments

If you have a disability or condition you wish the CII to consider for the purposes of making reasonable adjustments, please apply following the guidelines here. Medical evidence will be required.


2. Recording and data

The examination will be continuously monitored in real-time via the webcam facility with audio and video connections. Live feeds are viewed and recorded through screen sharing technology to ensure the examination is carried out with integrity. By taking the examination, you are giving your consent to being recorded.

The 3rd party remote invigilation provider is based in the USA. As a result, there will be a transfer of your personal data to the USA. By electing to take your exam via remote invigilation you are required to accept any terms and conditions required by the 3rd party provider for remote invigilation, and you are consenting to your personal data being processed and stored in the USA for remote invigilation.

The CII is not liable for failure or fault with candidates’ equipment or internet connection at any stage of an assessment.

The CII ensures that it processes Personal Information in compliance with applicable data protection laws, including, without limitation, the General Data Protection Regulation 2016/679 ("GDPR") and the Data Protection Act 2018. For further information, including our data processing practices, please read our Privacy Statement.

Where your employer pays for any of your tuition including e-learning, exam entries, assessments, study texts or membership fees, the CII will, upon the employer's request provide your employer with details of your membership status and/or exam record including attempts and results, unless you notify us to the contrary by contacting Customer Service.

Organisations other than the CII sponsor prizes and awards based on CII exam performance. If you do not wish any information to be passed on to these organisations, please contact Customer Service.


3. Syllabuses

Please note examinations are based on the published syllabuses; which are available on the unit shop pages of the CII website.


4. Booking

For on-screen multiple-choice exams, you will only be able to book an exam that is more than two days ahead of the current date, subject to availability. You will not be able to book an exam beyond your enrolment period.


5. Exam entry

Please note some units and qualifications have restrictions on entry. Units and qualifications specified as non-UK or indicated as for a specific region (such as Hong Kong) cannot be awarded to UK residents. If you do take a unit or qualification for which you are not entitled to enter, the CII will void any results and awards of units and qualifications achieved as a result.

Changes to exam entry and cancellations

If you wish to withdraw from the exam, please contact our Customer Service team on  44 (0)20 8989 8464 or to discuss your options.

No changes can be made to an exam booking within 48 hours of the scheduled start time.



If your scheduled exam is more than 48 hours away, you will have the ability to reschedule your exam via the ‘Bookings and Results’ section upon logging on to the CII website at no additional cost. 

If your scheduled exam is less than 48 hours away and you become ill, or your exam date has passed and you were absent due to illness, you can apply to re-book your exam. You will need to email  and provide supporting evidence which will be reviewed by the CII.

You must notify Customer Service within two months of the date of the exam from which you were absent.

Applications will not be considered without medical evidence. Please note that self-certification is not acceptable, and the CII will not reimburse any costs involved in obtaining medical evidence.


7. Liability

The CII's liability is limited to a complete refund of the entry fee paid for the exam concerned.

Nothing in these conditions excludes or limits the liability of the CII:

(a) For death or personal injury caused by the negligence of the CII

(b) For any matter which it would be illegal or unlawful for the CII to exclude or attempt to exclude its liability.


8. Legislation

Candidates should refer to the syllabus and the CII updates on the unit shop page of the CII website, for the general testing position and the latest information on changes to legislation and industry practice and when they will be examined.

In all instances, the CII employs best endeavours to ensure that examinations meet the specified criteria.


9. Technical changes

Exams are based on the published syllabuses which are available online on the unit shop page of the CII website. It is important that you keep yourself informed of any changes which may affect the units you are studying by using material suggested in the reading lists on the syllabuses.

The CII will do all it can to provide students enrolled on a study programme with updated materials as soon as legislative changes become known, but it cannot guarantee this in time for any particular exam. Candidates should refer to the CII updates, via the link on the unit shop page of the CII website, for the latest information on changes to law and practice and when they will be examined.


10. Disciplinary action

Disciplinary action may be taken against any candidate found guilty of dishonourable or unprofessional conduct or committing a breach of the exam regulations. Penalties may be imposed for falsification of documents or cheating during an exam. The CII reserves the right to notify the relevant regulatory body of any disciplinary action taken.


11. Familiarise yourself with the assessment software

For on-screen multiple choice exams, Please familiarise yourself with the assessment platform you will be using here


12. Documentation

On this page, you can find copies of additional information which is provided to you in your examination and details of additional information sent to you before your examination.


13. Being on time


14. Identification

Please check your personal details on MyCII are up to date and correct as your identification will be matched to these details. For all examinations, you will need to supply a form of identification.
Forms of identification do not have to be in English, however, all identification must be written in the modern Latin alphabet (in addition to any other language/alphabet used) and match the details held on MyCII.

Acceptable forms of identification are:

All forms of identification should be presented in their original form and photocopies will not be accepted.

If you do not hold one of these forms of identification, you will be expected to obtain one before the exam. If you fail to present an acceptable form of identification during the identification checks, you will not be allowed to take your exam.


15. Electronic devices

An on-screen scientific calculator will be provided.  You are allowed to use your own non-programmable calculator.  Please be aware that if you opt to use a physical calculator, it is likely to require you to look away from the screen, which in turn is likely to require additional security checks and no additional time will be given for these checks.  

The use of all other electronic devices is prohibited. Mobile phones (including iPhones/smartphones) smart watches (and all watches), smart glasses and similar devices, headphones and electronic equipment capable of communicating or being programmed to hold alphabetic or numerical data and/or formulae are prohibited.


16. Use of hearing aids, earphones and ear plugs

Hearing aids are only permitted when requested prior to the sitting. Please apply following the guidelines here. Medical evidence will be required.

Neither ear plugs nor earphones may be worn when taking your examination via remote invigilation.


17. Conduct during the examination

  1. You must submit in all matters to the direction and rulings of the examination invigilators.
  2. All required reference materials will be provided for you on screen. You must not take into the examination room any unauthorised materials or items or consult in any way, any book, paper, document or other written, typed or printed matter. Unauthorised materials include, for example, tax tables, electronic devices (see above), leaflets, non-transparent lids or cases, or any other unauthorised items specified by the invigilator.
  3. You may not consume any food while taking the examination.
  4. No watches or fitness trackers are allowed to be worn and should be locked away or left outside the room in which you are taking the examination. An on-screen clock is provided.
  5. Drinks: you are allowed a bottle of water or similar, but the clear liquid must be in a clear, transparent vessel with any labels removed.
  6. You must not communicate with, or willingly receive communication from any person during the examination other than the invigilator. Any attempt on the part of another person to communicate with you must be reported to an invigilator.
  7. You must not read or attempt to read or copy any information from any other source or person.
  8. You must not behave in a rude, discourteous or disruptive manner. The invigilators have the authority to exclude an examination candidate who behaves in this way.
  9. You must not act in an unprofessional manner. Disciplinary action may be taken against any candidate suspected of unprofessional conduct or committing a breach of these rules.
  10. You will be required to download a Secure Browser add-on prior to testing. This is an extra layer of security that will ensure no other application is open during the exam. It is advised that you complete the download before attending the exam to ensure you meet your examination window. You can access the download link through the exam scheduling site 15 minutes prior to your exam start time.
  11. Request members of your household to stay off, or refrain from heavy use of the internet during your exam. Streaming video content, online gaming and similar activities can heavily impact your WiFi performance or internet connectivity speed.
  12. Where possible, position your laptop or PC in an area where the WiFi signal is the strongest or connect directly to the router via an Ethernet cable.
  13. Make sure that you perform the system setup and checks on the same laptop or PC on which you will take the exam.
  14. Make members of your household aware that you must not be disturbed when taking your exam.
  15. Your webcam must allow you to do a 360-degree scan of the room and needs to be easily lifted and moved throughout the room.
  16. Please note, in addition to the room scan, we reserve the right to request a mirror check as demonstrated in this video. You need to bring a reflective surface such as a mirror, so you can display the screen, webcam, keyboard and edges of your monitor/ screen when requested. If you have blank A4 paper sheets for notes you will need to show both sides of each piece of paper when requested by the invigilator (you can take in 2 sheets of A4 white paper on the day to make notes and an additional sheet or Post-it® with your login details and on-the-day support numbers). At the end of the exam you will need to destroy any notes you have made in front of the camera witnessed by the invigilator.
  17. Toilet breaks: For exams lasting less than 3 hours, toilet breaks are not allowed. Please ensure you take adequate precautions prior to your exam. For exams lasting 3-hours or more you are not expected to take a toilet break. In the event of urgent necessity, a short toilet break can be taken. Lengthy breaks could invalidate your exam. This will be reported to the CII. The CII will review each case and reserves the right to withhold results. If you require an adjustment to this rule, please apply following the guidelines on adjustments here.
  18. The lighting of your room should be of daylight quality and overhead lighting is preferred. If overhead lighting is not possible, please make sure that your light source is not directly behind you as it will make it difficult for your invigilator to observe you.
  19. You can take in 2 sheets of blank A4 white paper on the day to make notes and an additional sheet or Post-it® with the on-the-day support numbers (you should place this additional sheet of paper or Post-it®, with the support numbers on it, out of immediate sight / reach) . You will need to show both sides of the A4 white paper during the room scan. You can also take in a pen to make notes. You must destroy any notes made in the presence of the invigilator before exiting your exam.
  20. All mobile phones, briefcases, handbags, books, revision notes must be locked away or left outside the room in which you are taking the examination.
  21. Close all programs, applications and websites unless instructed to open them by the invigilator for the purpose of taking the exam.
  22. Ensure that your exam is held in a well-lit, quiet and private location and that no one is allowed in the room.
  23. Remove any hats, watches, sunglasses and headphones.
  24. Remove any tablets, smart watches, smart glasses, mobile phones, smart phones, iphones.
  25. Remove any computers, electronic devices or laptops that are not connected with the live exam.
  26. Remove any non-permitted calculators (non-programmable physical calculators are permitted).
  27. Please be aware you will be asked to stop any actions which could be interpreted as an attempt to communicate with others or an attempt to consult unauthorised resources. Examples of such actions include, but are not limited to, talking aloud, moving your hands in front of your face and moving out of the line of sight of your webcam. If these actions continue after you have been asked to cease, the CII reserves the right to withhold your result. If you have a need for an adjustment to be made to this test situation (e.g. for medical reasons) please do let us know in advance, following the process detailed in the reasonable adjustment section.
  28. If you need assistance, are being distracted, or experiencing difficulty, contact the invigilator by asking for their assistance or messaging them.
  29. If something untoward happens, or there is a technical problem once the online examination has started, if time permits, and depending on whether or not the invigilator is able to monitor you constantly, you can attempt to help you restart the exam.  If the time delay is too long, or the invigilator was unable to monitor you, it may be necessary to reschedule the test.
  30. You may lose some assessment responses if there is a system or internet connectivity error during your assessment. 
  31. The CII is not liable for issues with the completion of an assessment caused by any failure or fault with candidates’ equipment or internet connection, and/or any subsequent impact on an assessment at any stage of an assessment. However, if you encounter problems with your equipment, please call +44 (0)80 8273 9244 for support. For the avoidance of doubt, the CII is not liable for the cost of any of the candidates’ equipment that fails or becomes damaged during an assessment.


18. Examination durations

The duration of your exam can be found on the unit page of the CII website.


19. End of examination

On screen warnings, indicating time to the end of the test, will be given for all online examinations.

No extension of time can be given (unless previously agreed by the CII).

For multiple choice exams, your result will be shown on screen at the end of the examination.

If you consider there are circumstances that have negatively affected your performance at this exam, you must speak to the invigilator immediately to request an Incident Log is completed and inform Customer Service at  within 5 working days of sitting the exam.

You are required to cooperate with any CII investigation regarding this examination.


20. Notification of your result

For multiple choice exams, you will receive notification of your result on screen on the day and your result will normally be displayed on MyCII within 24 hours.

The CII reserves the right to publish exam results, whether a pass or failure. Pass lists will only be published after results have been issued to candidates.


For further information on anything detailed in this document, please call Customer Service on 020 8989 8464, or visit