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Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.
During this time, order processing, account updates, new membership/renewals and system emails will be paused until maintenance is complete. Please allow up to 48 hours from the time of your purchase for your request or transaction to fulfil and for email confirmation to be received. We apologise for any inconvenience.

Eligibility criteria

Insurance Brokers and Financial Planners

If you would like to assess whether you are eligible for Corporate Chartered status, please contact us for more information.

MGA's and Insurers

If you're an MGA or an Insurer please contact us at B2Bsupport@cii.co.uk for more help.

Insurance criteria

Required criteria for insurers/insurance brokers/insurance underwriting agents.

Financial Planners criteria

Required criteria for Financial Planners