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Personal Finance Society
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Certificate in Insurance and Financial Services

Certificate in Insurance and Financial Services

For those candidates outside the UK working in financial advice and insurance, or aspiring to work in both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.

The Certificate offers a solid grounding across a broad range of areas and is awarded upon completion of three Awards from the following four options:

  • Award in General Insurance;
  • Award in Customer Service in Insurance;
  • Award in Financial Planning or Award in Bancassurance;
  • Award in Investment Planning.

CII members are also eligible to use the designation 'Cert CII'. Continuing Professional Development requirements apply.