Certificate in Insurance (Apprenticeship)
The Level 3 Certificate in Insurance Apprenticeship is a core qualification for insurance staff working across all sectors of the profession. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements.
It provides a grounding in basic general insurance principles including the regulatory environment, key disciplines of underwriting, claims and broking.
This qualification can only be taken as part of the Insurance Practitioner Apprenticeship.
Who's it for?
Apprentices undertaking the Level 3 Insurance Practitioner Apprenticeship.
Pathways
The Level 3 Insurance Practitioner Apprenticeship has defined pathways for specific disciplines with relevant core and option units as outlined in the published assessment plan on the Institute for Apprenticeships and technical Education website. You must ensure the right unit selection for the apprentices chosen pathway.
Recognition of prior learning
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.
IF1 will not be recognised for the for the Certificate in Insurance Apprenticeship qualification and apprentices will receive the Certificate in Insurance.
If the apprentice has successfully achieved IF1 prior to starting the apprenticeship, providers must apply to the End Point Assessment Organisation to recognise achievement at gateway before End Point Assessment (EPA) begins.
Study time
Specific study time guidelines are provided for each unit on its webpage and in the CII qualifications brochure. The notional Ofqual ‘Total Qualification Time’ for this qualification is 160 hours. This represents the time a student might typically take to complete the qualification by the shortest combination of units. The number of hours may increase dependent on the units chosen, varying from 160–200 hours.
This is included in the guide learning hours of the Insurance Practitioner apprenticeship standard.
Assessment method
Certificate level units are 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.
Apprentices will not be able to sit EP1 or EP2 exams until they have completed the first 2 assessments at EPA. EPAO’s will notify the CII when the apprentices should take their exam.
Learning support
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.
Completion requirements
Core Units
The Certificate comprises one core unit, one pathway specific unit and one option unit from the CII insurance qualifications framework, providing a minimum total of 40 credits on successful completion. Apprentices must take either EP1 or EP2 at end point assessment (assessment 3) and not before, to ensure successful completion of their apprenticeship.
All other units should be taken before gateway. For this apprenticeship alone – IF1 is renamed EP1 and LM1 is renamed EP2.
Please ensure apprentices are aware.
| Unit | Credit | Level |
| EP1 Insurance, Legal and Regulatory (EPA) | 15 | 3 |
| OR | ||
| EP2 London market insurance essentials (EPA) | 10 | 3 |
| And | ||
| LM2 London market insurance principles and practices | 15 | 3 |
Pathway specific units
| Unit | Credit | Level |
| IF3 Insurance Underwriting Process | 15 | 3 |
| IF4 Insurance Claims Handling Process | 15 | 3 |
| I10 Insurance broking fundamentals | 15 | 3 |
Option units
Note: LM3 can only be taken with the EP2 core unit pathway.
Purchase
The Certificate in Insurance Apprenticeship can only be taken as part of the Insurance Practitioner Apprenticeship and must be purchased by the apprenticeship training provider though CII corporate orders - corporateorders@cii.co.uk.
Useful Links
- View the qualifications framework (PDF)
- Recognition of prior learning
- Assessment information
- Certificate in Insurance (Apprenticeship) Qualification Specification