Overview

This single-unit qualification provides a solid grounding in the relevant core financial, life assurance and insurance products. It also covers what constitutes sound professional practice, thereby providing a framework for ethical behaviour.

Who is it for?

Non-UK financial advisers and insurance agents working in the banking sector and operating in either a regulated or non-regulated environment.

What candidates will learn

At the end of this unit, candidates will be able to demonstrate their knowledge and understanding in the following areas:

  • main elements of the financial services and insurance industry as it relates to the bancassurance sector;
  • the main insurance products;
  • savings and investment products;
  • retirement planning products;
  • the importance of the client fact find and how to identify client needs;
  • what constitutes good client practice;
  • ethical considerations of a financial adviser.

 

Entry requirements

None

Recommended study time

60 study hours

Completion requirements

To complete you need to obtain 15 CII credits by passing unit (AWB) Award in Bancassurance.

Package contents

  • Study text
  • Exam guide
  • First exam entry.

 

Exam format

  • 2 hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark
  • Results released after 5 weeks.

 

Member designation

CII (Award)

More details and to enrol online

Visit the CII website

How to get in touch

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.