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  1. Advanced Claims (820)

    Advanced Claims (820)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  2. 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
  3. 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
  4. Advanced Insurance Broking (930)

    Advanced Insurance Broking (930)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  5. Advanced Mortgage Advice (R07)

    Advanced Mortgage Advice (R07)

    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.
    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  6. Advanced Risk Financing and Transfer (997)

    Advanced Risk Financing and Transfer (997)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  7. Advanced Underwriting (960)

    Advanced Underwriting (960)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  8. Advances in Strategic Risk Management in Insurance (993)

    Advances in Strategic Risk Management in Insurance (993)

    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.

    More info
    Purchase unit
    • UK Market
    • 180 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50 CII Credits CII Credits
  9. AF5 Post Fact-find Video Technical Guide – February  2023 edition

    AF5 Post Fact-find Video Technical Guide – February 2023 edition

    Delivered through RevisionMate, you will have access to the content via a structured programme over the course of the 2-week revision period between the case study release and the exam date. The online delivery dates of the material will be made available on RevisionMate 2 weeks prior to the exam date.

    More info
    Purchase item
    • UK Market
    • English (United Kingdom) English (United Kingdom)
  10. Aviation and Space Insurance (M91)

    Aviation and Space Insurance (M91)

    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.
    More info
    Purchase unit
    • UK Market
    • 120 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  11. 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.

    More info
    • 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
  12. 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
  13. 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)
  14. 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
  15. 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.

    More info
    • 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
  16. 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)
  17. 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
  18. 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
  19. 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
  20. Cargo and Goods in Transit Insurances (M90)

    Cargo and Goods in Transit Insurances (M90)

    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.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  21. 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

    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)
    • 55 CII Credits CII Credits
  22. 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.

    More info
    • 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
  23. 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.

    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)
    • 50-55 CII Credits CII Credits
  24. 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
  25. 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
  26. 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.

    More info
    • 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
  27. 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.

    More info
    • 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
  28. 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
  29. 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
  30. 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
  31. 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
  32. 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.

    More info
    • 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
  33. Claims Practice (M85)

    Claims Practice (M85)

    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.
    More info
    Purchase unit
    • UK Market
    • 80 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  34. Commercial Insurance Contract Wording (M21)

    Commercial Insurance Contract Wording (M21)

    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.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  35. Commercial Property and Business Interruption Insurances (M93)

    Commercial Property and Business Interruption Insurances (M93)

    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.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  36. Customer Service in Insurance (IF9)

    Customer Service in Insurance (IF9)

    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.
    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  37. Delegated Authority (M66)

    Delegated Authority (M66)

    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.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  38. 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
  39. 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.

    More info
    • 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
  40. 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
  41. 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
  42. Economics and Business (530)

    Economics and Business (530)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  43. Equity Release (ER1)

    Equity Release (ER1)

    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.
    More info
    Purchase unit
    • UK Market
    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  44. Financial Planning Practice (R06)

    Financial Planning Practice (R06)

    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
      • Knowledge Checker
      • E-learn
      • Video Revision (Post Case Study)
    • Assessment entry.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  45. Financial Planning Process (AF5)

    Financial Planning Process (AF5)

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

    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  46. Financial Protection (R05)

    Financial Protection (R05)

    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.
    More info
    Purchase unit
    • UK Market
    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  47. 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
  48. 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
  49. Foundation Insurance Test (FIT)

    Foundation Insurance Test (FIT)

    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.
    More info
    Purchase unit
    • UK Market
    • 40 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 6 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  50. Fundamentals of Risk Management (M67)

    Fundamentals of Risk Management (M67)

    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.
    More info
    Purchase unit
    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  51. General Insurance Business (IF2)

    General Insurance Business (IF2)

    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.
    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  52. Group Risk (GR1)

    Group Risk (GR1)

    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.
    More info
    Purchase unit
    • UK Market
    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  53. Healthcare Insurance Products (IF7)

    Healthcare Insurance Products (IF7)

    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.
    More info
    Purchase unit
    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  54. Household Insurance Products (IF6)

    Household Insurance Products (IF6)

    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.
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      • Key Facts Booklet
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    • Assessment entry.
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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  55. Individual Savings Account Administration (FA5)

    Individual Savings Account Administration (FA5)

    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:

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    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
  56. Insurance Broking Fundamentals (I10)

    Insurance Broking Fundamentals (I10)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  57. Insurance Broking Practice (M81)

    Insurance Broking Practice (M81)

    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:

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    • 80 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  58. Insurance Business and Finance (M92)

    Insurance Business and Finance (M92)

    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:

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    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  59. Insurance Claims Handling Process (IF4)

    Insurance Claims Handling Process (IF4)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  60. Insurance Corporate Management (990)

    Insurance Corporate Management (990)

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

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  61. Insurance Law (M05)

    Insurance Law (M05)

    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:

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    • 120 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  62. Insurance Market Specialisation (994)

    Insurance Market Specialisation (994)

    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.

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    • 180 Study Hours
    • Dissertation Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 50 CII Credits CII Credits
  63. Insurance Underwriting Process (IF3)

    Insurance Underwriting Process (IF3)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  64. Insurance, Legal and Regulatory (IF1)

    Insurance, Legal and Regulatory (IF1)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  65. Introduction to Home Insurance (PL3)

    Introduction to Home Insurance (PL3)

    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:

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    • 20 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
  66. Introduction to Motor Insurance (PL1)

    Introduction to Motor Insurance (PL1)

    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:

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    • 20 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
  67. Introduction to Pet Insurance (PL4)

    Introduction to Pet Insurance (PL4)

    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:

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    • 20 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
  68. Introduction to Risk Management (I11)

    Introduction to Risk Management (I11)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  69. Introduction to Travel Insurance (PL2)

    Introduction to Travel Insurance (PL2)

    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:

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    • 20 Study Hours
    • Multiple Choice Question Exam Assessment Type
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  70. Investment Planning (AF4)

    Investment Planning (AF4)

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

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    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  71. 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:

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    • 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
  72. Liability Insurances (M96)

    Liability Insurances (M96)

    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:

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    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  73. Life and Pensions Customer Operations (LP1)

    Life and Pensions Customer Operations (LP1)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
  74. Life and Pensions Foundations (LF1)

    Life and Pensions Foundations (LF1)

    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.

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    • 40 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
  75. Life and Pensions Principles and Practices (LP3)

    Life and Pensions Principles and Practices (LP3)

    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.

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    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
  76. Life Office Administration (FA1)

    Life Office Administration (FA1)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
  77. Long Term Care Insurance (CF8)

    Long Term Care Insurance (CF8)

    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:

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    • 70 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  78. Marine Hull and Associated Liabilities (M98)

    Marine Hull and Associated Liabilities (M98)

    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:

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    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  79. Marketing Insurance Products and Services (945)

    Marketing Insurance Products and Services (945)

    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:

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  80. 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:

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      • Key Facts Booklet
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    • Assessment entry.
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    • 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
  81. Motor Insurance (M94)

    Motor Insurance (M94)

    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:

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    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  82. Motor Insurance Products (IF5)

    Motor Insurance Products (IF5)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  83. Packaged Commercial Insurances (IF8)

    Packaged Commercial Insurances (IF8)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  84. Paraplanning (J09)

    Paraplanning (J09)

    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:

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    • 100 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  85. 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:

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    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  86. 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:

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    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  87. Pensions Administration (FA2)

    Pensions Administration (FA2)

    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:

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    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
  88. Pensions and Retirement Planning (R04)

    Pensions and Retirement Planning (R04)

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

    The default Enrolment option for this unit includes:

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    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  89. Personal Insurances (M86)

    Personal Insurances (M86)

    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:

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    • 80 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  90. Personal Tax and Trust Planning (AF1)

    Personal Tax and Trust Planning (AF1)

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

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    • 150 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  91. Personal Taxation (R03)

    Personal Taxation (R03)

    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:

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    • 50 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 10 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  92. Principles of Takaful (590)

    Principles of Takaful (590)

    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.

    This unit 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 590/595 exam is 14 March 2023. Please click here for more information.

    The default Enrolment option for this unit includes:

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    • 120 Study Hours
    • Written Exam Assessment Type
    • 30 CII Credits CII Credits
  93. Regulated Retail Investment Adviser Re-evaluation (RAR)

    Regulated Retail Investment Adviser Re-evaluation (RAR)

    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.

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    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • N/A CII Credits CII Credits
  94. Reinsurance (M97)

    Reinsurance (M97)

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

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    • 120 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  95. Retirement Income Planning (AF8)

    Retirement Income Planning (AF8)

    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. 

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  96. Risk Management in Insurance (992)

    Risk Management in Insurance (992)

    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:

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  97. 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:

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    • 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
  98. Senior Management and Supervision (AF6)

    Senior Management and Supervision (AF6)

    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.

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  99. Strategic Claims Management (996)

    Strategic Claims Management (996)

    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.

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    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  100. Strategic Underwriting (995)

    Strategic Underwriting (995)

    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.
    More info
    Purchase unit
    • UK Market
    • 150 Study Hours
    • Coursework Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 30 CII Credits CII Credits
  101. 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.
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    • 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
  102. 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.

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    • UK Market
    • 100 Study Hours
    • Written Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  103. 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.
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    • 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
  104. UK Financial Services, Regulation and Ethics (CF1)

    UK Financial Services, Regulation and Ethics (CF1)

    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.
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    • UK Market
    • 60 Study Hours
    • Multiple Choice Question Exam Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 15 CII Credits CII Credits
    • Multiple enrolment options Multiple options available
  105. Underwriting Practice (M80)

    Underwriting Practice (M80)

    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.
    More info
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    • UK Market
    • 80 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits

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