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  1. Certificate in Pension Transfer Advice

    Certificate in Pension Transfer Advice

    The Certificate in Pension Transfer Advice provides 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.

    The Certificate satisfies the FCA’s qualification requirements for advising on pension transfers.

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    • UK Market
    • 50-100 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
  2. 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.

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    • 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
  3. 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
  4. 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.

    **Click here for an important notice for international deliveries**

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    • UK Market
    • 80 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  5. 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.

    **Click here for an important notice for international deliveries**

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    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 20 CII Credits CII Credits
  6. 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.

    **Click here for an important notice for international deliveries**

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    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  7. 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.
    • Assessment entry.

    **Click here for an important notice for international deliveries**

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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
  8. 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.

    **Click here for an important notice for international deliveries**

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    • UK Market
    • 100 Study Hours
    • Mixed Assessment Assessment Type
    • English (United Kingdom) English (United Kingdom)
    • 25 CII Credits CII Credits
  9. 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. It also meets the FCA’s qualification requirements for advising on retail investment products, subject to additional gap fill. For more information, visit cii.co.uk/gapfill

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    • 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
  10. 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

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