This Award is designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.
Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.
Who’s it for?
- The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
- The award is particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.
Recognition of prior learning
Before studying, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Award.
Find out more about recognition of prior learning >
The Award involves completion of one unit from the Personal Finance qualifications framework.
See our key information link to the right of this page for details
Members are entitled to use the designation CII (Award), subject to membership and Continuing Professional Development (CPD) requirements.
Award level units are assessed by multiple-choice question exam (MCQ). For online MCQ exams, result notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.
Sit your exam from home with remote invigilation. Recreating a formal exam centre, remote invigilation connects you to a proctor who will live invigilate your exam, providing your result immediately. There is an additional fee of £25 to sit your exam by remote invigilation. However, before choosing to sit your exam by remote invigilation you must check that your equipment is suitable. Important: Scroll down the equipment test page, fill out the form to connect to a live technician and ask for a full system check. Further information can be found on the remote invigilation page.
Find out more about assessments, including policies and exam centres >
Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.
We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.
For full unit availability, click the unit links to the right of this page