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Exam rules and policies

On-screen written exams at a test centre

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 disqualification, 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 or 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

CCTV is in operation at our testing centres to monitor examination performance and fulfil our disciplinary and regulatory functions. By taking the examination, you are giving your consent to being recorded.

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. Exam booking deadlines

Important deadlines for on-screen written exams including closing dates for entries and examination sitting dates can be found at


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.


6. Changes to exam entry and cancellations

Changes can be made prior to the closing date via MyCII. 


7. Illness

Changes can be made prior to the closing date via MyCII. If you become ill after the closing date please contact CII Customer Service to discuss your options. Evidence of illness will be required.


8. 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.


9. 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.


10. 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 in the relevant qualification section.

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.


11. 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.


12. Familiarise yourself with the assessment software

Please familiarise yourself with the assessment platform you will be using here


13. Exam 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.


14. Being on time


15. Identification

You are required to provide a form of identification for all examinations.  Please ensure that your personal details on MyCII are up to date and correct as your identification will be matched to these details.

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).

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.


16. Electronic devices

An on-screen scientific calculator will be provided.  You are allowed to use your own non-programmable calculator.

The use of all other electronic devices is prohibited. Mobile phones (including iPhones/smartphones) smart 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.


17. Use of ear plugs at centres

In an examination centre, whilst every effort is made to ensure the examinations are conducted in a quiet environment, other candidates and general activities in the examination centre and outside may on occasions cause minor distraction. Please note you are permitted to wear standard ear plugs (you are not permitted to use earphones) if you so choose. 


18. Hearing aids

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


19. Conduct during the examination

19.1 You must submit in all matters to the direction and rulings of the examination invigilators.


19.2. 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.

19.3. You may not consume any food while taking the examination.

19.4. 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.

19.5. 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.

19.6. You must not read or attempt to read or copy any information from any other person.

19.7. 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.

19.8. 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.

19.9. Notes may be made using the whiteboard or pen and paper provided at the centre.

19.10. All briefcases, handbags, books, revision notes and other personal belongings must be left in a cloakroom or as specified by the invigilators.

19.11. If you need assistance, are being distracted, or experiencing difficulty, you should raise your hand and report the matter to the invigilator.

19.12. Toilet breaks are not allowed at examinations centres except in the case of urgent necessity when you must be accompanied by an invigilator.

19.13. You may leave once you have finished your examination but must do so quietly.

19.14. Once you have finished and have been allowed to leave, you will not be allowed back into the room.

19.15  In the unlikely event of an emergency or technical or infrastructure issue in an examination centre (e.g. a loss of electricity or broadband), you will be expected to follow instructions given by centre staff. This may include safety instructions for the building or contingency arrangements. If significant delays occur or contingency arrangements are implemented at the discretion of the CII, such as alternative formats (e.g. a paper-based alternative to an on-screen examination), any disruption will be considered in the marking process.  



20. Examination durations

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


21. 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 on-screen written exams, your result will be released on the published date.

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.


22. Notification of your result

For on-screen written exams, your result will be released and available on MyCII on the published date.

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 here, please call Customer Service on +44 (0)20 8989 8464, or visit