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Following market consultation, a new qualification route has been developed for those working in life and pensions operational roles - the Certificate in Financial Services, Life and Pensions route - replacing the Certificate in Life and Pensions, which was last awarded at the end of 2016. This route better meets the professional development needs of early-career employees working for life and pensions and long terms savings firms, providing a solid grounding in how the sector meets customer needs within the regulatory and consumer environment.
We also offer alternative qualification routes for industry entrants, front line and operational staff working in financial services, which include:
Assessment methods include:
It is essential that candidates familiarise themselves with the
guidelines and instructions which are shown on the CII website
under the relevant units. In addition candidates should
familiarise themselves with the
dissertation policies as well as exam policies
(before the assessment) and notes to results (after the
It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.
We are the processional body for the financial planning community.
42-48 High Road
London, E18 2JP
Tel: +44 (0)20 8989 8464
Fax:+44 (0)20 8530 3052