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  1. Advanced Diploma in Financial Planning

    Advanced Diploma in Financial Planning

    The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.

    Members with over five years’ sector experience can apply for Chartered Financial Planner status on completion of the Advanced Diploma.

    More info
    • UK Market
    • 100-150 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 290 CII Credits CII Credits
  2. Advanced Diploma in Insurance

    Advanced Diploma in Insurance

    The Level 6 Advanced Diploma in Insurance provides you with enhanced understanding of insurance practice and is a comprehensive assessment of market knowledge and understanding. It provides an indicator of your advanced technical awareness and critical understanding of the sector to your colleagues, customers and regulators. Widely recognised, it stands as evidence of your commitment and ability, and can be your passport to a successful career. Holders of the Advanced Diploma can apply for Chartered status and progress to Fellowship

    More info
    • UK Market
    • 120-180 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 290 CII Credits CII Credits
  3. Award for the Foundation Insurance Test

    Award for the Foundation Insurance Test

    The Level 2 Award for the Foundation Insurance Test is an introductory-level qualification that helps you develop an understanding of how the insurance market operates. It covers fundamental risk and insurance principles and procedures, and core personal and commercial insurance products.

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    • UK Market
    • 40 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 6 CII Credits CII Credits
  4. Award in Financial Administration

    Award in Financial Administration

    The Level 3 Award in Financial Administration is an introductory qualification providing essential knowledge of the financial services sector, the process of investment planning, and the administration of life or pensions business, depending on the unit selected.

    The Award offers the choice between life or pensions administration. Importantly, each satisfy the FCA qualification requirements for overseers of certain administrative life and pensions functions.

    More info
    • UK Market
    • 60 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25-30 CII Credits CII Credits
  5. Award in Home Insurance

    Award in Home Insurance

    The Award gives a broad 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.

    More info
    • UK Market
    • 20 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
  6. Award in Life and Pensions Foundations

    Award in Life and Pensions Foundations

    The Level 2 Award in Life and Pensions Foundations introduces key life and pensions topics, including customer needs, financial solutions and operational practices across pensions, protection, investments and savings, the sector’s value to society and the economy, and the importance of professional conduct and maintaining a customer focus.

    More info
    • UK Market
    • 40 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  7. Award in Long Term Care Insurance

    Award in Long Term Care Insurance

    Designed for financial advisers and insurance agents working outside the UK in the banking sector, the Award in Bancassurance provides foundation knowledge in core financial, life assurance and insurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

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    • UK Market
    • 70 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  8. Award in Motor Insurance

    Award in Motor Insurance

    The Award gives a broad 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.

    More info
    • UK Market
    • 20 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
  9. Award in Pet Insurance

    Award in Pet Insurance

    The Award gives a broad 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.

    More info
    • UK Market
    • 20 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  10. Award in Travel Insurance

    Award in Travel Insurance

    The Award gives a broad 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.

    More info
    • UK Market
    • 20 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits

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