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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.

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    • 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.

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    • 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.

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    • 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

    The Level 3 Award in Long Term Care Insurance develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

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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.

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    • 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.

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    • 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 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.

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    • 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
  11. 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.

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    • 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
  12. Certificate in Advanced Mortgage Advice

    Certificate in Advanced Mortgage Advice

    The Level 4 Certificate in Advanced Mortgage Advice goes beyond the FCA’s minimum qualification requirements and enables mortgage advisers to continue developing their advice capabilities. It brings you up to speed with recent changes to the mortgage process arising from the Mortgage Market Review. Completion of the Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers

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    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 55 CII Credits CII Credits
  13. Certificate in Discretionary Investment Management

    Certificate in Discretionary Investment Management

    The Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. It also satisfies the FCA’s qualification requirements for this class of business.

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    • UK Market
    • 60-80 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40 CII Credits CII Credits
  14. Certificate in Equity Release

    Certificate in Equity Release

    The level 3 Certificate in Equity Release develops advisory skills and offers an understanding of equity release regulation, products, market practice, and customer needs.

    The Certificate in Equity Release meets the FCA’s qualification requirements for mortgage advisers and those advising on equity release schemes.

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    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50-55 CII Credits CII Credits
  15. Certificate in Financial Services (General route)

    Certificate in Financial Services (General route)

    The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

    The general route develops fundamental knowledge of the financial services sector, including regulation, legislation, customer service, administration, marketing in financial services and key products.

     

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-45 CII Credits CII Credits
  16. Certificate in Financial Services (Life & Pensions route)

    Certificate in Financial Services (Life & Pensions route)

    The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

     

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-45 CII Credits CII Credits
  17. Certificate in Insurance

    Certificate in Insurance

    The Level 3 Certificate in Insurance is a core qualification for insurance staff working across all sectors of the profession. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements.

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    • UK Market
    • 40-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 40 CII Credits CII Credits
  18. Certificate in Insurance Market Specialisation

    Certificate in Insurance Market Specialisation

    Similar in structure to the Certificate in London Market Insurance Specialisation, the Certificate in Insurance Market Specialisation is an advanced level qualification, developed for the broader insurance community. It is ideally suited for insurance market practitioners who wish to develop their research skills and apply them to a specific subject area.

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    • UK Market
    • 180 Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50 CII Credits CII Credits
  19. Certificate in Investment Operations

    Certificate in Investment Operations

    The level 3 Certificate in Investment Operations is an introductory qualification that helps you gain the essential knowledge and skills you will need if you work with investments in an operational role. You’ll develop a general understanding of financial services and gain practical insight into the area of investments operations you choose. Importantly, the Certificate satisfies the FCA qualification requirements for overseers of certain investment operations functions.

    More info
    • UK Market
    • 60-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25-30 CII Credits CII Credits
  20. Certificate in Mortgage Advice

    Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice is essential if you want to be a mortgage adviser, and equally relevant if you work in a support role. It develops an understanding of the sector and the mortgage process and enables advisers to meet individual client needs.

    More info
    • UK Market
    • 60-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-40 CII Credits CII Credits
  21. Certificate in Paraplanning

    Certificate in Paraplanning

    The Level 4 Certificate in Paraplanning meets the specific needs of paraplanners, or those aspiring to the role. It offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas. It develops core technical knowledge in a number of key advisory areas, and helps you gain specialist report writing skills that improve your ability to provide sound professional advice.

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 75-80 CII Credits CII Credits
  22. Certificate in Regulated Financial Services Operations

    Certificate in Regulated Financial Services Operations

    The Level 3 Certificate in Regulated Financial Services Operations (previously known as the Certificate in Financial Services, product specific route) develops fundamental knowledge of the financial services sector, including regulation, legislation, and overseeing and administering financial products. It develops the essential skills needed by those working in administrative and operational roles.

    More info
    • UK Market
    • 60-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 35-40 CII Credits CII Credits
  23. Certificate in Securities Advice and Dealing

    Certificate in Securities Advice and Dealing

    The Level 4 Certificate in Securities Advice and Dealing satisfies the FCA’s qualification requirements for anyone advising or dealing in securities. Candidates will develop in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.

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    • UK Market
    • 50-70 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 70 CII Credits CII Credits
  24. Diploma in Financial Planning

    Diploma in Financial Planning

    The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

    More info
    • UK Market
    • 50-100 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 140 CII Credits CII Credits
  25. Diploma in Insurance.

    Diploma in Insurance.

    The Level 4 Diploma in Insurance is a technical and supervisory qualification for insurance staff of any discipline. It provides a firm understanding of insurance fundamentals and develops your advanced technical knowledge.

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    • UK Market
    • 80-120 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 120 CII Credits CII Credits
  26. Diploma in Regulated Financial Planning

    Diploma in Regulated Financial Planning

    The level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities. Candidates will develop technical knowledge and application within the specific topics and understand the integrated practical application of these technical knowledge and planning skills.

    More info
    • UK Market
    • 50-60 hrs per unit Study Hours
    • See individual unit pages for assessment information Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 100 CII Credits CII Credits

Displaying 36 / 26 Items

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