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  1. Award in Regulated Pension Transfer Advice

    Award in Regulated Pension Transfer Advice

    The CII Level 6 Award in Regulated Pension Transfer Advice develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government’s pension reforms.

    More info
    • UK Market
    • 100 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  2. Discretionary Investment Management (J10)

    Discretionary Investment Management (J10)

    Discretionary Investment Management (J10) develops knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 80 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  3. Financial Services Products and Solutions (LP2)

    Financial Services Products and Solutions (LP2)

    Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  4. Financial Services, Regulation and Ethics (R01)

    Financial Services, Regulation and Ethics (R01)

    Financial Services, Regulations and Ethics (R01) develops your knowledge and understanding of the financial services profession, including regulation, legislation and the Code of Ethics.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids

      • Key Facts Booklet
      • Audio Revision
      • Knowledge Checker
      • E-learn
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  5. Investment Principles and Risk (R02)

    Investment Principles and Risk (R02)

    Investment Principles and Risk (R02) develops your knowledge and understanding of investment products and the application of the investment advice process.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids

      • Key Facts Booklet
      • Audio Revision
      • Knowledge Checker
      • E-learn
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  6. Mortgage Advice (CF6)

    Mortgage Advice (CF6)

    Mortgage Advice (CF6) develops your understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids

      • Key Facts Booklet
      • Knowledge Checker
      • E-learn
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  7. Pension Income Options (J05)

    Pension Income Options (J05)

    Pension Income Options (J05) develops knowledge and understanding of pension crystallisation and the drawing of income via various options.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  8. Pension Transfers (AF7)

    Pension Transfers (AF7)

    The objective of Pension Transfers (AF7) is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits. This unit brings you up to date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops your advice skills across a range of client circumstances and scenarios.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Additional revision aids.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  9. Securities Advice and Dealing (J12)

    Securities Advice and Dealing (J12)

    Securities and Advice Dealing (J12) develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  10. Supervision in a Regulated Environment (J07)

    Supervision in a Regulated Environment (J07)

    Supervision in a Regulated Environment (J07) provides an overview of the knowledge required to supervise someone who gives advice on regulated products under the FCA Training and Competence (T&C) requirements in the UK. This includes investment advisers, those who provide advice on mortgages and insurance, and some administration functions covered under the ‘overseer’ rules.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  11. The Tax and Legal Aspects of Business (J03)

    The Tax and Legal Aspects of Business (J03)

    This unit has now been withdrawn

    The Tax and Legal Aspects of Business (J03) develops knowledge and understanding of corporate taxation and legal aspects of business.

    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  12. Trusts (J02)

    Trusts (J02)

    Trusts (J02) develops knowledge and understanding of the various types of trusts.

    The default Enrolment option for this unit includes:

    • Latest version of the core learning content, in digital format only.
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available

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