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Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of CII credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules.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.

Where two of these units are held, the higher of the two CII credit figures will be added to your CII Learning Statement. However, should you wish, you may still choose to sit an 'overlapping' unit in order to enhance your knowledge (for which you will gain no CII credits).

Important note: For FCA 'appropriate qualifications', such as the Diploma in Regulated Financial Planning or Certificate in Securities Advice and

Dealing, all learning outcomes must be matched in order for an exemption to be given against its units.

In terms of current and withdrawn CII units, only units CF3 and J08 have this degree of learning outcome match against the comparable current units, R05 and R06, respectively.

 

Insurance units

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
960 Advanced underwriting 815 Underwriting management

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
EP1* Insurance, legal and regulatory (EPA) EP2* London market insurance essentials (EPA)
IF1 Insurance, legal and regulatory
LM1 London market insurance essentials
LM2 London market insurance principles and practices
LTB Lloyd's introductory test (LIT) (Broking)
LTM Lloyd’s & London market introductory test (LLMIT)
LTU Lloyd's introductory test (LIT) (underwriting)
P01 Insurance practice and regulation
P02 Long-term insurance
HGT** Award in general insurance (Hong Kong)-Traditional Chinese
W01** Award in general insurance (Non-Uk)-English
W02** Award in general insurance (Non-Uk)-Aabic
W03** Award in general insurance (Non-UK)-Thai
WH1** Award in general insurance (Hong Kong)
WM1** Award in general insurance (Non-UK) - Chinese
WV1** Award in general insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
EP2* London market insurance essentials (EPA) EP1* Insurance, legal and regulatory (EPA)
IF1 Insurance, legal and regulatory
LM1 London market insurance essentials
LM2 London market insurance principles and practices
LTB Lloyd's introductory test (LIT) (Broking)
LTM Lloyd’s & London market introductory test (LLMIT)
LTU Lloyd's introductory test (LIT) (Underwriting)
P01 Insurance practice and regulation
P02 Long-term insurance
HGT** Award in general insurance (Hong Kong)-Traditional Chinese
W01** Award in general insurance (Non-Uk)-English
W02** Award in general insurance (Non-Uk)-Aabic
W03** Award in general insurance (Non-UK)-Thai
WH1** Award in general insurance (Hong Kong)
WM1** Award in general insurance (Non-UK) - Chinese
WV1** Award in general insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
FIT Foundation Insurance Test AW1 Exemption from the Foundation Insurance Test  (not a purchaseable unit). 

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
HGT** Award in general insurance (Hong Kong) - Traditional Chinese EP1* Insurance, legal and regulatory (EPA)
EP2* London market insurance essentials (EPA)
IF1 Insurance, legal and regulatory
W01** Award in general insurance (Non-Uk)-English
W02** Award in general insurance (Non-Uk)-Aabic
W03** Award in general insurance (Non-UK)-Thai
WH1** Award in general insurance (Hong Kong)
WM1** Award in general insurance (Non-UK) - Chinese
WV1** Award in general insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF1 Insurance, legal and regulatory EP1* Insurance, legal and regulatory (EPA)
EP2* London market insurance essentials (EPA)
HGT** Award in general insurance (Hong Kong)-Traditional Chinese
LM1 London market insurance essentials
W01** Award in general insurance (Non-Uk)-English
W02** Award in general insurance (Non-Uk)-Aabic
W03** Award in general insurance (Non-UK)-Thai
WH1** Award in general insurance (Hong Kong)
WM1** Award in general insurance (Non-UK) - Chinese
WV1** Award in general insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF2 General insurance Business IM2** General insurance business -Mandarin

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF3 Insurance underwriting process IM3** Insurance underwriting process -Mandarin
LM3 London market underwriting principles
WUA** Insurance underwriting (Non-UK)- Arabic
WUE** Insurance underwriting (Non-UK)
WUS** Insurance underwriting (Non-UK)-Simplified Chinese
WUT** Insurance underwriting (Non-UK) - Traditional Chinese 

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF4 Insurance claims handling process IM4** Insurance claims handling process -Mandarin
 WCA** Insurance claims handling (Non-UK) - Arabic
 WCE** Insurance claims handling (Non-UK)
 WCS** Insurance claims handling (Non-UK)-Simplified Chinese
 WCT** Insurance claims handling (Non-UK) -Tradional Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF7 Healthcare Insurance Products IN7** Indian healthcare insurance products
P16 Healthcare insurance

  

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
IF9 Customer service in insurance W04** Award in customer service in insurance (Non-UK)
WV4** Award in customer service in insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
LM1 London Market Insurance Essentials IF1 Insurance, legal and regulatory
LTB Lloyd's introductory test (LIT) (Broking)
LTM Lloyd’s & London market introductory test (LLMIT)
LTU Lloyd's introductory test (LIT) (Underwriting)
P01 Insurance practice and regulation
W01** Award in general insurance (Non-Uk)-English
W02** Award in general insurance (Non-Uk)-Aabic
W03** Award in general insurance (Non-UK)-Thai
WH1** Award in general insurance (Hong Kong)
WM1** Award in general insurance (Non-UK) - Chinese
WV1** Award in general insurance (Non-UK) - Vietnamese
EP1* Insurance, legal and regulatory (EPA)
EP2* London market insurance essentials (EPA)

  

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
LM2 London Market Insurance Principles and practices LTB Lloyd's introductory test (LIT) (Broking)
LTM Lloyd’s & London market introductory test (LLMIT)
LTU Lloyd's introductory test (LIT) (Underwriting)

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
LM3 London Market underwriting Principles IF3 Insurance underwriting process
IM3 Insurance underwriting process -Mandarin
WUA** Insurance underwriting (Non-UK)- Arabic
WUE** Insurance underwriting (Non-UK)
WUS** Insurance underwriting (Non-UK)-Simplified Chinese
WUT** Insurance underwriting (Non-UK) -Traditional Chinese 

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M05 Insurance law P05 Insurance law
P03 Legal aspects of insurance

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M21 Commercial Insurance Contract Wording P21 Commercial insurance contract wording

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M66 Delegated Authority P66 Delegated authority

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M67 Fundamentals of Risk Management P67 Fundamentals of risk management
655 Risk management

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M80 underwriting practice P80 Underwriting practice

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M81 Insurance Broking practice P81 Insurance broking practice

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M85 Claims practice P85 Claims practice

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M86 Personal Insurances P86 Personal insurances

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M90 Cargo and Goods in Transit Insurances P90 Cargo and goods in transit insurances

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M91 Aviation and Space Insurance P91 Aviation and space insurance
780 Aviation insurance

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M92 Insurance Business and Finance P92 Insurance business and finance
P04 Business practice

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M93 Commercial Property and Business Interruption Insurances P93 Commercial property and business interruption insurances

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M94 Motor Insurance P94 Motor insurance

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M96 Liability Insurances P96 Liability insurances

  

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M97 Reinsurance P97 Reinsurance

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
M98 Marine Hull and Associated Liabilities P98 Marine hull and associated liabilities
770 Principles of marine insurance

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
W01** Award in general insurance (Non-UK) HGT** Award in general insurance (Hong Kong)-Traditional Chinese
 IF1 Insurance, legal and regulatory
 LM1 London market insurance essentials
 W02** Award in general insurance (Non-UK)-Aabic
 W03** Award in general insurance (Non-UK)-Thai
 WH1** Award in general insurance (Hong Kong)
 WM1** Award in general insurance (Non-UK) - Chinese
 WV1** Award in general insurance (Non-UK) - Vietnamese
 EP1* Insurance, legal and regulatory (EPA)
 EP2* London market insurance essentials (EPA)

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
W02** Award in general insurance (Non-UK) - Arabic HGT** Award in general insurance (Hong Kong)-Traditional Chinese
 IF1 Insurance, legal and regulatory
 LM1 London market insurance essentials
 W01** Award in general insurance (Non-UK)
 W03** Award in general insurance (Non-UK)-Thai
 WH1** Award in general insurance (Hong Kong)
 WM1** Award in general insurance (Non-UK) - Chinese
 WV1** Award in general insurance (Non-UK) - Vietnamese
 EP1* Insurance, legal and regulatory (EPA)
 EP2* London market insurance essentials (EPA)

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
W04** Award in customer service in insurance (Non-UK) IF9 Customer service in insurance
WV4 Award in customer service in insurance (Non-UK) - Vietnamese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WCA** Insurance claims handling (Non-UK) - Arabic IF4 Insurance claims handling process
IM4 Insurance claims handling process -Mandarin
WCE** Insurance claims handling (Non-UK)
WCS** Insurance claims handling (Non-UK)-Simplified Chinese
WCT** Insurance claims handling (Non-UK) -Tradional Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WCE** Insurance claims handling (Non-UK) IF4 Insurance claims handling process
IM4 Insurance claims handling process -Mandarin
WCA** Insurance claims handling (Non-UK) - Arabic
WCS** Insurance claims handling (Non-UK)-Simplified Chinese
WCT** Insurance claims handling (Non-UK) -Tradional Chinese

  

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WH1** Award in general insurance (Hong Kong) HGT Award in general insurance (Hong Kong)-Traditional Chinese
 IF1 Insurance, legal and regulatory
 LM1 London market insurance essentials
 W01** Award in general insurance (Non-UK)
 W03** Award in general insurance (Non-UK)-Thai
 WM1** Award in general insurance (Non-UK) - Chinese
 WV1** Award in general insurance (Non-UK) - Vietnamese
 EP1* Insurance, legal and regulatory (EPA)
 EP2* London market insurance essentials (EPA)

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WM1** Award in general insurance (Non-UK) - Chinese HGT Award in general insurance (Hong Kong)-Traditional Chinese
 IF1 Insurance, legal and regulatory
 LM1 London market insurance essentials
 W01** Award in general insurance (Non-UK)
 W03** Award in general insurance (Non-UK)-Thai
 WH1** Award in general insurance (Hong Kong)
 WV1** Award in general insurance (Non-UK) - Vietnamese
 EP1* Insurance, legal and regulatory (EPA)
 EP2* London market insurance essentials (EPA)

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WUA** Insurance underwriting (Non-UK) - Arabic IF3 Insurance underwriting process
IM3 Insurance underwriting process -Mandarin
LM3 London market underwriting principles
WUE** Insurance underwriting (Non-UK)
WUS** Insurance underwriting (Non-UK)-Simplified Chinese
WUT** Insurance underwriting (Non-UK) - Traditional Chinese 

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
WUE** Insurance underwriting (Non-UK) IF3 Insurance underwriting process
 IM3 Insurance underwriting process -Mandarin
 LM3 London market underwriting principles
 WUA** Insurance underwriting (Non-UK) - Arabic
 WUS** Insurance underwriting (Non-UK)-Simplified Chinese
 WUT** Insurance underwriting (Non-UK) - Traditional Chinese 

 

* These units cannot be purchased but if you are an apprentice and hold any of the equivalent units, speak to your training provider and employer

** Only available to non-UK candidates.

There are a number of other limitations to gaining credits for London market qualifications. If you hold historic London Market units or qualifications, please contact us for further information.             

Financial services units

Important note: For FCA 'appropriate qualifications', such as the Diploma in Regulated Financial Planning or Certificate in Securities Advice and Dealing, all learning outcomes must be matched in order for an exemption to be given against its units. In terms of current and withdrawn CII units, only units CF3 and J08 have this degree of learning outcome match against the comparable new units, R05 and R06, respectively.

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
AF5 Financial Planning process H25  Holistic financial planning

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
AWB** Award in bancassurance AC1 Financial advisers' international qualification
AVB** Award in bancassurance -Vietnamese
AWA** Award in financial planning (non-UK)-Arabic
AWF** Award in financial planning (non-UK)
AWI** Award in financial planning (India)
HFE** Award in financial planning (Hong Kong)
HFT** Award in financial planning (Hong Kong) - Traditional Chinese
WFS** Award in financial planning (non-UK) - Simplified Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
AWF** Award in financial planning (non-UK) AC1 Financial advisers' international qualification
AVB** Award in bancassurance -Vietnamese
AWA** Award in financial planning (non-UK)-Arabic
AWB** Award in bancassurance
AWI** Award in financial planning (India)
HFE** Award in financial planning (Hong Kong)
HFT** Award in financial planning (Hong Kong) - Traditional Chinese
WFS** Award in financial planning (non-UK) - Simplified Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
AWP** Award in Investment Planning (non-UK) WPS** Award in investment planning (non-UK) - Simplified Chinese
WPT** Award in investment planning (non-UK) - Traditional Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
CF1 UK Financial Services, Regulation and Ethics FP1 Financial services and their regulation

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
CF6 Mortgage Advice MAQ Mortgage advice qualification

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
ER1 Equity Release CF7 Lifetime mortgage actitivities
HR1 Home reversion plans

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
HFE** Award in financial planning (Hong Kong) AC1 Financial advisers' international qualification
 AVB** Award in bancassurance -Vietnamese
 AWA** Award in financial planning (non-UK)-Arabic
 AWB** Award in bancassurance
 AWF** Award in financial planning (non-UK)
 AWI** Award in financial planning (India)
 HFT** Award in financial planning (Hong Kong) - Traditional Chinese
 WFS** Award in financial planning (non-UK) - Simplified Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
HFT** Award in financial planning (Hong Kong) - Traditional Chinese AC1 Financial advisers' international qualification
 AVB** Award in bancassurance -Vietnamese
 AWA** Award in financial planning (non-UK)-Arabic
 AWB** Award in bancassurance
 AWF** Award in financial planning (non-UK)
 AWI** Award in financial planning (India)
 HFE** Award in financial planning (Hong Kong)
 WFS** Award in financial planning (non-UK) - Simplified Chinese

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
J02 Trusts F10 Taxation and trusts
 G10 Taxation and trusts
 J01 Personal tax
 L10 Taxation and trusts

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
J07 Supervision in a Regulated Environment H15 Supervision and sales management

  

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
LP2 Financial Services Products and Solutions FA7 Financial services products

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
R02 Investment Principles and Risk J06 Investment principles, markets and environment

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
R03 Personal Taxation J01  Personal tax

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
R04 Pensions and Retirement Planning J04 Pension funding options

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
R05 Financial Protection CF3 Financial protection

 

Current unit code Current unit title Unit codes of current and withdrawn equivalent units Unit titles of current and withdrawn equivalent units
R06 Financial Planning practice J08 Financial planning practice


** Only available to non-UK candidates.

 Important note: For FCA 'appropriate qualifications', such as the Diploma in Regulated Financial Planning or Certificate in Securities Advice and Dealing, all learning outcomes must be matched in order for an exemption to be given against its units. In terms of current and withdrawn CII units, only units CF3 and J08 have this degree of learning outcome match against the comparable new units, R05 and R06, respectively.