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CII India

Over recent years India has seen an increasing focus on improving professional standards across financial planning and insurance. The focus has intensified as a result of the negative economic environment, the impact of the banking crisis and the consequent reactions of various market regulators. Consumer confidence has been shaken. The manner in which advisers and certain market practitioners conduct themselves and the expertise that they exhibit has become central to the public consciousness. It is essential that customer expectations are met and that the world of insurance and financial planning can instil a sense of trust. The CII as the leading professional body dedicated to insurance and financial planning, has played a central role in many markets championing the importance of raising standards.

The development of the CII's activity in the SAARC region is mainly focussed on our Royal Charter working to "secure and justify the confidence of the public" by providing professional courses and learning support to corporate clients in order to train and improve their employees knowledge and thereby raise the professional standards in insurance and financial planning.


The CII has closely worked with the LIC to raise levels of capability and professional standards, through the introduction of qualifications and training programmes in Financial Planning. The CII's 'Award in Financial Planning (AWI)' programme has been successfully implemented across LIC zonal offices.


The CII's expertise was utilised by the Insurance Regulatory and Development Authority (IRDA)  in enhancing the life agent qualification (IC33). The CII also developed and delivered the Train-the-Trainer programme for the new IC33 qualification around 200 trainers from across the Insurance Industry were trained by CII trainers from London. The IRDA also appointed CII to train its own officers on claims processing and reserving. Around 26 IRDA officers were trained by the CII.


The CII has been working with educational partners, life and non-life Insurance companies as well as BPOs to promote professional standards across different segments in India. Our clientele in India include;

Education partners:

  • Institute of Insurance and Risk Management (IIRM) - the IRDAs own school is one of our strategic partners in India. We accredit IIRM courses and also promote joint qualifications.
  • Birla Institute of Management Technology (BIMTECH) - apart from providing accreditation to their courses, we are in the process of launching new initiatives to promote dual designations in Insurance
  • In addition, we also recognise and provide accreditation to courses of Insurance Institute of India (III) and National Insurance Academy (NIA).

Corporate clients (BPOs and Insurance companies):

  • More than 30 BPO companies in India have tied up with the CII to have their employees trained and examined on CII qualifications. Our top clients include; ACIS, Capita, Xchanging, Accenture, JLT, AXA, TCS, Infosys, WPA L&T, WNS, HCL, Gallagher and Concentrix.
  • We closely work with the private (joint venture) Insurance companies in India such as ICICI Lombard, Tata AIG General Insurance Company.

Retail segment:

  • Apart from corporate clients, we also have individual students taking CII qualifications through a self study route. The CII public exams are held twice a year across 14 locations in India where these students take CII exams. More than 1200 students sit for CII exams every year at our exam centres in India. 


 The CII works across the SAARC region with key activities in Sri Lanka and Bangladesh in particular:

  • Sri Lanka Insurance Institute (SLII) - CII qualifications are well recognised in the Sri Lankan insurance market, with ACII/Chartered status mandatory for certain key positions in insurance companies and brokers.  The CII has developed a close relationship with the SLII to promote and facilitate these high standards of professionalism.  Prior learning accreditation is provided to SLII qualifications, and the SLII runs the CII's Certificate in Insurance programmes.
  • Professional Advancement Bangladesh Ltd (PABL) - PABL, a training arm of Green Delta Insurance Company in Bangladesh, works closely with the CII to promote CII qualifications, face-to-face training and membership.  CII qualifications are highly regarded and sought after in the Bangladesh insurance market.



CII India

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