My Basket0
Important information about disruptions that may affect you.
CII exams are unfortunately being impacted by the global outage affecting Microsoft Windows operating systems.
Our suppliers are working to restore service as soon as possible and we will work with affected learners to reschedule affected exams.

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Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules.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 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 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In terms of current and withdrawn CII units, only units CF3 and J08 have this degree of learning outcome match against the comparable new units, R05 and R06, respectively.

General insurance units

Existing unit title

Credits and level

Current unit title

Credits and level

(IF1) Insurance, legal and regulatory 

15 - Certificate

(EP1) Insurance, legal and regulatory (EPA)

15 - Certificate

(LM1) London market insurance essentials

(EP2) London market insurance essentials (EPA)

10 - Certificate

(W01,W02, WH1, HGT, WM1) Award in general insurance (non-UK / Hong Kong)*

15 - Certificate

(IF3) Insurance underwriting process

15 - Certificate

(LM3) London market underwriting principles

15 -  Certificate

(WUE, WUA) Insurance Underwriting (non-UK)*

(IF4) Insurance Claims Handling Process

15 - Certificate

(WCE, WCA) Insurance Claims Handling (non-UK)*

15 - Certificate

(IF9) Customer Service In Insurance

15 - Certificate

(W04) Award in Customer Service in Insurance (non-UK)*

15 - Certificate

Withdrawn unit title

Credits and level

Current unit title

Credits and level

(WUS, WUT) Insurance underwriting (non-UK)*

15 - Certificate

IF3 - Insurance underwriting process

15 - Certificate

(WCT, WCS) Insurance claims handling (non-UK)*

15 - Certificate

IF4 - Insurance claims handling process

15 - Certificate

(P01) Insurance practice and regulation / (P02) Long-term insurance

20 - Diploma

(LM1) London market insurance essentials

(EP2) London market insurance essentials (EPA)

10 - Certificate

(IF1) Insurance, legal and regulatory

(EP1) Insurance, legal and regulatory (EPA)

15 - Certificate

(IF2) General insurance business

15 - Certificate

(W01,W02, WH1, HGT, WM1) Award in general insurance*

15 - Certificate

(P04) Business practice

20 - Diploma

(M92) Insurance business and finance

25 - Diploma

(P16) Healthcare insurance

(IN7) Indian Healthcare Insurance Products*

25 - Diploma

(IF7) Healthcare insurance products 

15 - Certificate

(P03) Legal aspects of insurance

20 - Diploma

(M05) Insurance law

25 - Diploma

(520) Company and contract law

30 - Advanced Diploma

(655) Risk management

30 - Advanced Diploma

(M67) Fundamentals of risk management

25 - Diploma

(770) Principles of marine insurance

30 - Advanced Diploma

(M98) Marine hull and associated liabilities 

30 - Diploma

(780) Aviation insurance

30 - Advanced Diploma

(M91) Aviation and space insurance  

30 - Diploma

(815) Underwriting management

30 - Advanced Diploma

(960) Advanced underwriting 

30 - Advanced Diploma

(LLMIT) Lloyd's & London Market Introductory Test / (LIT) Lloyd's Introductory Test

15 - Certificate

(LM1) London market insurance essentials

(EP2) London market insurance essentials (EPA)

(LM2) London market insurance principles and practices

 15 - Certificate

 * Only available to non-UK candidates.

"P" units that moved to "M" units are not listed but are treated as equivalent e.g. P92 and M92. 

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

Withdrawn unit title

Credits and level

Current unit title 

Credits and level

(J01) Personal tax(see important note below)

20 - Diploma

(R03) Personal taxation

10 - Diploma

(J04) Pension funding options(see important note below)

20 - Diploma

(R04) Pensions and retirement planning

10 - Diploma

(J06) Investment principles, markets and environment(see important note below)

20 - Diploma

(R02) Investment principles and risk

20 - Diploma

(G70) Investment portfolio management

30 - Advanced

(RO2) Investment principles and risk

20 - Diploma

(H15) Supervision and sales management

30 - Advanced

(J07) Supervision in a regulated environment

20 - Diploma

(H25) Holistic financial planning

30 - Advanced

(AF5) Financial planning process

30 - Advanced

(J08) Financial planning practice

30 - Diploma

(R06) Financial planning practice

30 - Diploma

(MAQ) Mortgage Advice Qualification

20 - Diploma

(CF6) Mortgage advice

20 - Certificate *

(CF7) Lifetime mortgage activities

15 - Certificate

(ER1) Equity release

15 - Certificate *

(HR1) Home reversion plans

5 - Certificate

(CF3) Financial protection

10 - Certificate

(R05) Financial protection

10 - Certificate

(FP1) Financial services and their regulation

15 - Certificate

(CF1) UK financial services, regulation and ethics

15 - Certificate

(FA7) Financial services products

20 - Certificate

(LP2) Financial Services Products and Solutions

20 - Certificate

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.

* Diploma-level if completed by CII exam prior to 2007.