CII qualifications

CII violet logo_RGBThe CII is the premier global professional body for the financial services profession with over 115,000 members in more than 150 countries. Operating under Royal Charter the CII is entirely focused on promoting professionalism in financial services and insurance markets through the provision of business-relevant educational and development services.

From retail banking, mortgage advice and financial planning, through to insurance practice, our broad portfolio of qualifications is driven by what is happening in the industry and can help your business deliver effective training and development support to your staff. This results in higher levels of competence and capability ensuring competitive advantage and commercial success.

Catering for various levels of knowledge and experience, our flexible distance learning programmes enable staff to fit vocational study around business priorities and take exams when they are ready.

Award in Retail Banking

The CII Award in Retail Banking responds to themes expressed in recent recommendations made by Sir Richard Lambert’s Banking Standards Review, and represents a new benchmark in professional development for retail banking staff.

The single unit introductory qualification develops competence and behaviour across core areas of retail banking, including customer needs and outcomes, products and services, regulation and ethical considerations. Find out more by clicking the link below.

Talk to us

Our Corporate Development Managers work strategically within the banking sector to develop training and development programmes that meet their particular needs. And as the premier professional body for the financial services sector we welcome and value dialogue with UK and overseas banks of all sizes.

To talk to us about any of our qualification programmes, you can contact our Corporate Customer Service team either by calling 020 8530 0862 emailing They can also put you in touch with one of our Corporate Development Managers.

Learn more about CII qualifications

Retail banking

Award in Retail Banking

Financial advice

Diploma in Regulated Financial Planning
Diploma in Financial Planning
Advanced Diploma in Financial Planning
Award in Long Term Care Insurance

Mortgage advice

Certificate in Mortgage Advice
Certificate in Equity Release
Certificate in Advanced Mortgage Advice

Financial services and operations

Award in Financial Administration
Certificate in Investment Operations
Certificate in Financial Services
Certificate in Paraplanning


Award For the Foundation Insurance Test
Certificate in Insurance
Diploma in Insurance
Advanced Diploma in Insurance

Non-UK financial services and insurance

Award in General Insurance
Award in Customer Service in Insurance
Award in Financial Planning
Award in Bancassurance
Award in Investment Planning
Certificate in Insurance and Financial Services 

Useful links

Download the CII financial services qualifications brochure
Download the CII insurance qualifications brochure
Visit the CII website