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Certificate in Insurance and Financial Services (non-UK)

A blend of financial services and insurance for non-UK advisers

For candidates outside the UK who provide financial advice and also act as insurance agents, or aspire to, we offer a dedicated study pathway to achieve the Certificate in Insurance and Financial Services.

Before starting study, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.

Find out more about recognition of prior learning

Certificate level units are a assessed by multiple choice question (MCQ) exams'. For online MCQ exams, results notification is immediate on completion. For paper-based MCQ exams, results are released five weeks' following the exam sitting.

Find out more about assessment, including policies and centres

Qualification units are delivered through purchasing an Enrolment, equipping you with the essential materials to support core learning. For a single fee, an Enrolment typically includes: study text, assessment and access to RevisionMate, our online study tool. 

We also offer additional revision aids through purchasing Enrolment plus for most key units. These range from Key fact booklets and Question packs, to Learn online tutorials.

Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units

Completion requirements

Option units

The Certificate comprises three Award units from a choice of six and provides a total of 40-45 credits on successful completion.

Award in Financial Planning (non-UK)
Credits : 15
Level : N/A
Award in Bancassurance (non-UK)
Credits : 15
Level : N/A
Award in Investment Planning (non-UK)
Credits : 10
Level : N/A
Award in general insurance (non-UK)
Credits : 15
Level : N/A
Award in General Insurance (Hong Kong)
Credits : 15
Level : N/A
Award in Customer Service in Insurance (non-UK)
Credits : 15
Level : N/A