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

Who is it for?

  • Non-UK financial advisers and insurance agents working outside the banking sector.
  • Non-UK financial advisers needing to satisfy the minimum operating standards set by a local regulator.


What candidates will learn

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

  • the client’s needs;
  • the fact-finding process;
  • good practice;
  • protection products;
  • savings and investment products;
  • pension products.


Entry requirements


Recommended study time

60 study hours

Completion requirements

To complete you need to obtain 15 CII credits by passing unit (AWF) Award in Financial Planning.

Package contents

  • Study text
  • Exam guide
  • First exam entry.


Exam format

  • 2 hour exam
  • 75 multiple choice questions written to 10 case studies
  • 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.