Certificate in Insurance and Financial Services


For those candidates outside the UK who provide financial advice and also act as insurance agents, or aspire to do both, the CII offers a dedicated study pathway which comprises existing Award qualifications and results in the completion of the Certificate in Insurance and Financial Services.

Entry requirements

The Certificate offers a solid grounding across a broad range of areas and is awarded upon completion of three Awards from the following four options:

  • Award in Insurance;
  • Award in Customer Service in Insurance;
  • Award in Financial Planning; or Award in Bancassurance;
  • Award in Investment Planning.


Recommended study time

180 study hours

Completion requirements

To complete you need to obtain 10 CII credits by passing unit (AWF) Award in Investment Planning.

Member designation

Cert CII. Continuing Professional Development requirements apply.

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.