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.

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.

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

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.

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.

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.

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.

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.

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

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

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

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

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

The objective of London Market Insurance Specialisation (991) is to develop in the candidate the ability to conduct rigorous insurance or reinsurance related research that contributes to the body of London Market industry knowledge.

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:

• Latest version of the core learning content, in digital format only.
• Assessment entry

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:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

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

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Additional revision aids.
• Assessment entry.

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:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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. 

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.

The default Enrolment option for this unit includes:

• Latest version of the core learning content, in digital format only.
• Assessment entry.

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.