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  1. 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
  2. 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
  3. 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, delivered  on RevisionMate.
    • 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
  4. 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, delivered on RevisionMate.
    • 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
  5. 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, delivered  on RevisionMate.
    • Revision aids: Key Facts Booklet, Audio Revision, Knowledge Checker, E-learn (delivered on RevisionMate).

    • 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
  6. 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, delivered on RevisionMate.
    • 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
  7. 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, delivered on RevisionMate.
    • Revision aids: Key Facts Booklet, Knowledge Checker, E-learn (delivered on RevisionMate).

    • 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
  8. 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, delivered on RevisionMate.
    • 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
  9. 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, delivered  on RevisionMate.
    • Revision aids: Key Facts Booklet, Knowledge Checker, E-learn (delivered on RevisionMate).

    • 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
  10. 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, delivered  on RevisionMate.
    • Revision aids: Key Facts Booklet, Knowledge Checker, E-learn (delivered via RevisionMate).

    • 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

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