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.

Building on introductory knowledge gained from the Award in London Market Insurance, the Level 3 Certificate in London Market Insurance includes one further unit, the London Market Underwriting Principles (LM3). The Certificate develops knowledge and understanding of the underwriting disciplines within the London Market, and of the key elements of the cycle. It also explores the opportunities and challenges posed by using different distribution channels such as delegated underwriting.

Developed in partnership with the Lloyd’s Market Association (LMA), the Level 7 Certificate in London Market Insurance Specialisation is an advanced qualification specifically designed for those working in the London insurance market. It is ideally suited to London Market practitioners who wish to develop their research skills within a concentrated field of study appropriate to the London Market.

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.

The Certificate in Motor Insurance (India) enables learners to advance their understanding of insurance products and principles and the key disciplines of underwriting and claims. The Certificate will assist learners in understanding the nature and key features of risk and insurance and the structure and main features of the insurance market. It also provides an understanding of the main regulatory and legal principles and the key aspects of ethics, corporate governance and internal controls.

The Certificate in Motor Insurance (India) will soon be withdrawn from sale.

Please note: for those who have previously purchased but not yet booked their exam, bookings can be made via MyCII. The final date you will be able to sit an IMP and IMU exam is 30 April 2024.

Find out more about the changes and your options

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.

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.

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.

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

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.