The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
It's particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.
Building a successful career in personal finance
Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.
This single unit award may also count towards the Certificate in Insurance and Financial Services (non-UK).
Please note: Award in Investment Planning Enrolments are not available in the UK. Non-UK candidates can enrol online and by phoning Customer Service. You will be prompted to select your chosen international exam centre location and date or sit your exam from home with remote invigilation. To enrol for the Award in Guernsey, Jersey, Isle of Man or the Republic of Ireland please call Customer Service on +44 (0)20 8989 8464
Learning outcomes
At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:
- main macro-economic factors that impact upon investment returns
- cash deposits, government securities and corporate bonds
- equity-based investment and property investment
- collective investment products and alternative investments
- the risks faced by investors and the importance of asset allocation
Assessment
- 1 hour exam
- 42 multiple choice questions (MCQs) along with 2 case studies each comprising 4 MCQs
- The standard pass mark is 70% (for more information on standard pass marks please see here)
- The 2023 pass rate for this unit was 53.4%
