The objective of this unit is to develop an understanding of claims philosophies, systems, functions and the management of claims services.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Advanced Insurance Broking (930) is to provide knowledge and understanding of the management and operation of insurance broking organisations.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Advanced Risk Financing and Transfer (997) provides you with an understanding of the role that risk financing and risk transfer play in risk management.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop an understanding of the requirements of managing overall risk exposures and arriving at appropriate pricing to ensure fair outcomes.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Advances in Strategic Risk Management in Insurance (993) is to explore how advances in risk management lead to improved strategic decision making in an insurance context.

Aviation and Space Insurance (M91) develops an understanding of the risks and practices related to aviation and space insurance and related issues.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to demonstrate knowledge and understanding of cargo and goods in transit risks and their insurance.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of claims practice and how claims are handled.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Commercial Insurance Contract Wording (M21) is to develop knowledge and understanding of commercial (re)insurance contract wordings and the legal, regulatory and drafting issues surrounding these wordings.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of commercial property and business interruption insurances.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Customer Service in Insurance (IF9) provides knowledge and understanding of the customer service within the context of an insurance environment.

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

• Assessment entry.

The objective of this unit is to develop in the candidate an understanding of delegated underwriting authority from the perspective of all participants, including the setting up, successful management and development of business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

Economics and Business (530) provides you with an understanding of the economic and business environment and its approach to insurance together with some of the issues that need to be addressed by managers at this level.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Equity Release (ER1) develops understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Financial Planning Practice (R06) has been developed to help advisers develop and demonstrate their financial planning capabilities.

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
  • E-learn

• Assessment entry.

The objective of Financial Planning Process (AF5) is to develop an understanding of the financial planning process when giving advice to clients.

Financial Protection (R05) develops your knowledge and understanding of and ability to analyse financial protection planning issues.

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
  • Audion Revision
  • Knowledge Checker
  • E-learn

• Assessment entry.

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.

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.

The Foundation Insurance Test (FIT) is an introductory-level qualification that provides knowledge and understanding of the basic insurance products, principles and practice within the legal and regulatory framework of the insurance profession. It will help you to develop an understanding of key insurance topics, including how the insurance market operates, fundamental risk and insurance principles and procedures, and core personal and commercial insurance products.

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.

The objective of this unit is to explore the principles of risk management and the role of insurance within these principles.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

General Insurance Business (IF2) provides you with knowledge and understanding of insurance products and practice, including underwriting and policy wordings, claims, customer service and information and communication technology.

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.

Group Risk (GR1) develops your understanding of group risks, including the operations of such schemes and their features and taxation.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Healthcare Insurance Products (IF7) provides knowledge and understanding of the fundamental principles and practices relating to healthcare insurance.

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.

Household Insurance Products (IF6) provides an overview of the products, practices and procedures of household insurance and associated personal lines insurances in the UK.

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.

Individual Savings Account Administration (FA5) develops your understanding of investment issues, together with detailed guidance on the administration of individual savings accounts.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Insurance Broking Fundamentals (I10) provides knowledge and understanding of the roles and responsibilities of insurance broking organisations, their interaction with insurers and clients, the regulatory environment in which they operate as well as both financial and conduct issues.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of insurance broking practice, including the technical skills required with reference to client care.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of Insurance business and finance practice.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Insurance Claims Handling Process (IF4) provides you with knowledge and understanding of the claims handling process including notification, assessment, settlement and associate financial factors.

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.

The objective of this unit is to enable candidates to understand how an insurance operation is managed.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Insurance Law (M05) provides candidates with knowledge and understanding of the laws which form the background to the operation of insurance, the system within which these laws operate and are administered and apply knowledge and skills to practical situations.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Insurance Market Specialisation (994) is to develop in the candidate the ability to conduct rigorous insurance or reinsurance related research that contributes to the body of insurance industry knowledge.

Insurance Underwriting Process (IF3) provides you with knowledge and understanding of the role of underwriting including identification, assessment and acceptance of risk, rating and relevant financial factors.

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.

Insurance, Legal and Regulatory (IF1) provides you with knowledge and understanding of the basic principles of insurance, including the main legal principles related to insurance contracts and insurance business and the key elements to protect consumers.

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.

Introduction to Home Insurance (PL3) provides you with a broad knowledge and understanding of home insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Introduction to Motor Insurance (PL1) provides you with a broad knowledge and understanding of motor insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Introduction to Pet Insurance (PL4) provides you with a broad knowledge and understanding of pet insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Introduction to Risk Management (I11) provides a comprehensive introduction to the world of risk management by outlining the important issues surrounding risk management and the many factors that might increase an organisation's exposure to risk.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Introduction to Travel Insurance (PL2) provides you with a broad knowledge and understanding of travel insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Investment Planning (AF4) is to develop in depth financial planning skills related to investments and the management of investment portfolios. 

The default Enrolment option for this unit includes:

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

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.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of liability insurances practice.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop a knowledge and understanding of how life and pensions customer operations activities and customer services techniques relate to the consumer environment, and to develop an ability to apply this understanding to a range of customer operations scenarios.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop knowledge and initial understanding of the life and pensions sector, its purpose, its customers and the financial solutions and operational practices that underpin delivery of good customer outcomes.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Life and Pensions Principles and Practices (LP3) develops knowledge and understanding of looks at the principles and practices that underlie the life and pensions industry.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Life Office Administration (FA1) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

London Market Insurance Essentials (LM1) provides an essential grounding in the workings of the London insurance market.

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

• Assessment entry.

London Market Insurance Principles and Practices (LM2) provides a broader understanding of insurance process and practice across the London Market.

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

• Assessment entry.

The objective of London Market Insurance Specialisation (991) is to develop in the candidate the ability to conduct rigorous insurance or reinsurance related research that contributes to the body of London Market industry knowledge.

London Market Underwriting Principles (LM3) develops knowledge and understanding of the underwriting disciplines within the London Market.

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

• Assessment entry.

Long Term Care Insurance (CF8) develops your understanding of Long Term Care (LTC) cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Marine Hull and Associated Liabilities (M98) provides knowledge and understanding of marine hull and related liability risks and their insurance.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to develop an understanding of the role of the marketing function and its application to insurance.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry

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.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of motor insurance practice, including the different types of motor risk and the compulsory insurance requirements.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Motor Insurance Products (IF5) provides you with knowledge and understanding of the practices and procedures connected with private motor, motorcycle and commercial motor insurance.

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.

Packaged Commercial Insurances (IF8) provides knowledge and understanding of the development and design of packaged commercial policies, scope of cover provided by the most common forms of packaged commercial policy; and arrangement and operation of packaged commercial insurance contracts.

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.

Paraplanning (J09) develops knowledge and understanding of the role of the paraplanner in providing financial services, and how to evaluate and analyse the customer's financial circumstances to provide potential solutions.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

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.

Pensions Administration (FA2) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Pensions and Retirement Planning (R04) develops your knowledge and understanding of pension and retirement planning issues.

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.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of personal insurances, market practises and the business environment for personal insurances.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Personal Tax and Trust Planning (AF1) is to develop in depth financial planning skills related to personal tax and trusts.

The default Enrolment option for this unit includes:

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

Personal Taxation (R03) develops your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during 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.

Principles of Takaful (590) provides knowledge and understanding of how and why Takaful operates as an Islamic variant of insurance; the technical and operational aspects of Takaful; and the role of Takaful in the global marketplace.

590/595 has now been withdrawn, following the final exam session on 14 March 2023. 

Please click here for more information.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

As part of the drive towards raising the standards and competence of financial advisers, the Financial Conduct Authority (FCA) approached the CII to create a re-evaluation test of the knowledge required to practice as a retail investment adviser.

The level 4 Diploma became the standard when the Retail Distribution Review came into force at the start of 2013. Advisers complete a minimum of 35 hours continuous professional development each year with the aim of maintaining and updating their knowledge. Only a few firms test their advisers' knowledge yearly as part of their Statement of Professional Standing. We believe that advisers having a good level of knowledge is the foundation to giving sound financial advice.

The objective of this unit is to develop an understanding of the fundamental principles of reinsurance in the global marketplace and how it operates.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of Retirement Income Planning (AF8) is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. 

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

The objective of this unit is to enable candidates to understand the management of risk within the context of an insurance organisation.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

The objective of Senior Management and Supervision (AF6) is to develop the candidates' ability to apply and evaluate supervision principles and practices in a retail financial services business.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

Strategic Claims Management (996) provides you with an introduction to the concepts and processes of strategic claims management, together with some of the issues that need to be addressed by leaders at this level.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

To enable candidates to understand the strategic context within which an underwriting function is managed.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

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.

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.

UK Financial Services, Regulation and Ethics (CF1) develops your understanding of the financial services industry including regulation and legislation.

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.

The objective of this unit is to develop knowledge and understanding of the fundamental principles and practices of underwriting practice and the environment within which they operate.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.