Certificate/Diploma/

Advanced Diploma
in Insurance
2010 Information for candidates

Accelerating
your development
as an insurance
professional

www.cii.co.uk
The Chartered Insurance Institute 42–48 High Road, South Woodford, London E18 2JP
tel: +44 (0)20 8989 8464 fax: +44 (0)20 8530 3052 email: customer.serv@cii.co.uk website: www.cii.co.uk

© The Chartered Insurance Institute 2009

Ref: CII – ICI005 (11/09)

CII_4285
Increase your
chances of exam
success...
…become a member of the CII.

JOIN as a member TODAY by completing

the form at the back of this brochure.

Did you know that our statistics show that a member’s pass rate is 8% higher
than non-members?
As a member, you will enjoy the following benefits:
Help in passing your exams
n Free access to an online archive of exam guides for written exams.
n Access to copies of textbooks recommended for additional reading.
n In depth, regularly updated online fact files to complement your study text.
n Online technical dictionaries to help you with unfamiliar terminology.
n Membership of a local institute providing free exam technique and revision courses
in many areas.

Help in developing your career

n Industry recognised designatory letters – Cert CII®, Dip CII®, ACII® – and Chartered status
are available exclusively to members once qualified, helping you to demonstrate your
professionalism and make your CV stand out from the crowd.
n Regular e-newsletters to keep you up to date, relevant to your role in the industry.
n Online access to a career support centre to help you plan your career.

For further information on the full range of CII member services visit www.cii.co.uk/membership

Did you know that you can make substantial savings on learning materials,
exams, seminars, study and revision days if you are a member?
This means that membership may effectively pay for itself. And if you live in the UK and pay your
membership from your earnings you can claim tax relief from HM Revenue and Customs.

Membership costs from as little as £5.84 a month, if you pay by

Direct Debit. So what have you got to lose?
Our aim is to incorporate technical excellence
into everything we do, and to combine it with
first-class customer service at each and every
opportunity. To make this a reality we strongly
encourage and support our insurance and
non-insurance staff to pursue CII insurance
qualifications. This helps individuals develop
their full career potential, and provides the core
insurance skills and knowledge that is critical
to business success in our demanding and
competitive industry.

Tony Weatherhead ACII, Chartered Insurer

Training Services Manager

NFU Mutual
 2 Make the most of your career with CII qualifications

contents 4

6


Certificate/Diploma/Advanced Diploma in Insurance

Selecting and entering for a qualification

• Entry requirements
• Completion requirements

8 What does each qualification involve?

• Credit awards for equivalent units
• The mechanics of studying
• Diploma/Advanced Diploma: Additional benefits
• Flexible learning options and accreditation of prior learning

12 Study options and revision aids

• NEW for 2010 – blended learning programme

20 Important deadlines

22 Exam timetable

24 Costs, fees and refunds

26 Entering for a qualification: Important information

29 Application form

35 Individual prior learning accreditation form

The Chartered Insurance Institute (CII)

Professionalism in practice
As the premier professional body The CII works with businesses to develop
for the financial services profession, bespoke, company-wide solutions that
the CII promotes higher standards of ensure competitive advantage by
integrity, technical competence and enhancing employees’ technical and
business capability. professional competence.
With over 93,000 members in more than Individually, CII’s members are able
150 countries, the CII is the world’s largest to drive their personal development and
professional body dedicated to this sector. maintain their professional standing through
Success in CII qualifications is universally an unrivalled range of learning services and
recognised as evidence of knowledge and by adhering to the CII’s Code of Ethics.
understanding. Membership of the CII signals
a desire to develop broad professional
www.cii.co.uk
capability and subscribe to the standards
associated with professional status.

Contacting the CII

If you have any queries regarding the We take all such comments seriously,
qualifications in this brochure please answer them individually, and use them to
contact Customer Service. help ensure that we continually improve the
The CII is committed to delivering a service we provide.
first-class service and, to this end, we Customer Service
welcome feedback on any aspect of your 42–48 High Road, South Woodford,
relationship with our organisation. London E18 2JP
Please forward any views you may have on tel: +44 (0)20 8989 8464
the service you receive, whether they are fax: +44 (0)20 8530 3052
positive or otherwise. email: customer.serv@cii.co.uk
website: www.cii.co.uk
 Make the most of your
career with CII qualifications
People take CII insurance qualifications for many Getting started
reasons. For some it is a basic job requirement.
Studying for a qualification can look pretty daunting, especially
Others want to expand their knowledge and improve if you’ve been out of formal education for a while.
their career prospects. For many, it is simply the desire
to achieve professional status in their chosen field. But there’s no need to worry about making the right choice,
the study time or the exams.

Whatever your reason for taking a CII qualification, If you plan properly, and take advantage of all the support the
let us guide you through all the options. CII has to offer, your journey should be a smooth one.

2. Become a member and enjoy special benefits 4. Combine units to match your career aims 6. Be an effective learner
This is a hot tip. Every qualification requires you to complete a number of different units. Follow some simple steps and you’ll stand the best
chances of passing:
Joining the CII gives you an advantage by creating a platform for your study. Some are compulsory as they provide essential foundation knowledge;
• Formulate a realistic study plan and stick to it
the remainder cover all the core and many specialist areas of insurance.
• Don’t cram, study a little and often
It also gives you privileged access to technical information including It’s up to you to choose according to the requirements of your current role,
• Understand your subject by knowing the unit
an archive of past papers (written exams), online technical dictionaries and or of your future career plans.
syllabus inside out
additional reference material building on the core qualification study texts.
• Use a blend of learning and revision materials to
You also get discounts on study materials and exam entry. You are awarded credits for passing each unit, as you work towards the total
improve understanding and recall.
required to pass your qualification.
Membership also supports you in your working life – see the inside front cover for
more details. Find out about the available units on page 8.

Certificate
Diploma 3. Your past experience counts 5. Create a programme to fit your study style 7. Take exams when you’re ready
Advanced Diploma If you hold a UK-awarded qualification in a relevant subject (for example: You can make studying simpler by selecting the learning and revision This is not a high pressure environment. You set your
accounting, business, economics, finance, law or management) you could materials that best suit you. own deadline with CII exams.
receive credits that count towards completion of a CII qualification.
1. Choose the qualification The right choice of learning materials can make a big difference. Diploma and Advanced Diploma exams are available
See the ‘Accreditation of prior learning’ section on page 11. twice yearly: in April and October. Ensure you’re ready
that’s right for you For example, attending a CII Face-to-Face revision course can improve by starting study at least four months in advance.
There are three qualifications to choose from: Certificate, your chances of first time exam success by as much as 60%.
Diploma and Advanced Diploma – whichever sector or role Certificate courses are offered throughout the year,
you currently work in, or aspire to, we have a qualification Get the inside track, on page 12. so pick your choice of time and location.
that will help develop your career.
Get the dates on page 20 in your diary.
Read more about the different qualifications on page 4.

Momentum makes it easier

Once you’re in the habit of learning it’s a good idea to keep it up.
It’s best not to leave it too long before moving on to the next unit,
that way your knowledge remains fresh and your lifestyle is already
aligned to learning.

If you have any questions not answered in this brochure,

please call CII Customer Service on +44 (0)20 8989 8464.

2 3
 Certificate/Diploma/Advanced Diploma

overview in Insurance

Certificate in Insurance
Building knowledge, developing
core competence
The Certificate in Insurance is a core
qualification for insurance staff working
across all sectors of the industry (and the
logical progression from the introductory-
level Foundation Insurance Test®).
It provides a grounding in:
• basic insurance principles including the
regulatory environment;
• the key insurance disciplines of
underwriting and claims; and
• popular products including: motor,
household, healthcare and packaged
commercial insurances.
It supports role-specific learning which will
assist you to develop the relevant
knowledge, skills and behaviours needed Continuing Professional Development
to succeed.
By covering a broad range of core topics,
the Certificate allows you to develop the
knowledge and confidence you need before
you begin to focus your subsequent studies
and specialise according to your ambitions
and career requirements. This qualification
is the first step towards becoming
professionally qualified and, as such, its
value is widely recognised by employers
throughout the insurance industry.
Upon completion CII members are entitled
to use the designation ‘Cert CII®’ (CII
requirements apply).
Note: sector specific designations ‘Cert CII
(London Market)’ and ‘Cert CII (Claims)’ are
available to CII members completing the
Certificate that have passed the Lloyd’s and
London Market Introductory Test (LLMIT), or
(IF4) Insurance claims handling process,
respectively. Faculty membership
requirements also apply.
The Certificate in Insurance is
appropriate for:
• Anyone wishing to gain a broad
understanding of insurance principles, key
disciplines and products.
• Employees who have no formal insurance
qualifications but wish to objectively
demonstrate insurance knowledge and
understanding.
• Anyone working in specific technical
claims handling or underwriting roles
within a call or service centre environment. Certificate in Insurance units to meet the
• Insurance staff employed in support
functions such as human resources,
marketing, IT and finance, wishing to
develop an understanding of the industry
in which they work.
• Staff working for an organisation whose
primary business is not insurance, but
which offers insurance advice and products
as part of its overall service to customers.
• Staff taking an Apprenticeship or
Advanced Apprenticeship in Retail
Financial Services can use the CII’s
technical certificate requirement.

Enhancing the CII general insurance
qualifications framework
To ensure that the CII qualifications
framework remains current, we have
undertaken a root-and-branch review.
The outcomes of the review ensure (and the logical progression from the
a close alignment of CII qualifications
to the general insurance sector’s
professional requirements and job roles.
As a result there is a sharper focus
on the key disciplines of broking,
underwriting, claims and London
market practice.
This will ensure that CII qualifications
provide the core knowledge, skills and
professionalism needed across today’s
diverse market.
A wide range of technical and
advanced-level subjects are being
introduced, with heavy emphasis
on practical application. Enhanced
study materials are being produced to
improve the learning experience and
improve exam performance.
You will find details of new and
enhanced units being introduced
(and existing units being withdrawn)
in 2010 on pages 8 and 9.
Enhancements for 2011
In 2011 we will be introducing further
enhancements. In addition to the
introduction of a number of new and
enhanced units (and the withdrawal
of some existing units), there will
be changes to the completion
requirements for the Diploma and
Advanced Diploma. Advance notice of
these completion requirements can be
found on page 7. For full details of all
the enhancements made please go to of commercial insurance and specialisms
www.cii.co.uk/giupdate
4 5
Diploma in Insurance
Enhancing technical knowledge
and understanding
The Diploma in Insurance is a technical and
supervisory qualification for insurance staff
working across all sectors of the industry milestone on the route to completion of the
Certificate in Insurance).
It will provide you with a firm grounding in
insurance fundamentals and will enable you
to build towards advanced technical
Advanced Diploma in Insurance
Putting professionalism
into practice
The Advanced Diploma in Insurance is a
professional qualification for insurance
staff working across all sectors of the
industry (and the logical progression from
the Diploma in Insurance). It provides an
Flexible and comprehensive
As a Certificate, Diploma or Advanced
Diploma candidate, you can select
units from across the CII qualifications
framework. This means you have access to
the entire range of units currently available.
They offer something for everyone,
whatever sector of the insurance industry
you work in and whatever your particular
specialisation or preferred career path.
These range from the fundamentals of
insurance practice and legislation through
to personal lines product families, classes
such as risk management and marine.
All qualifications are modular in structure,
enabling you to select units of study according
to your preference and career requirements.
knowledge, thereby ensuring you have the
means to function effectively in a
challenging environment.
In addition to being a valuable qualification
in its own right, the Diploma can also be a
Advanced Diploma. In completing the
Diploma you will have to complete at least
one Advanced Diploma unit and will acquire
a minimum of 110 credits that can also be
used towards the Advanced Diploma
(for which 290 are required in total).
enhanced understanding of insurance
practice, both in terms of technical subject
matter and overall application skills.
The Advanced Diploma is a comprehensive
assessment of market knowledge and
understanding. In becoming Advanced
Diploma qualified you join the community
of proven insurance professionals. It is
Each unit has a credit value and the
accumulation of the stipulated number of
credits leads to the award of the Certificate,
Diploma or Advanced Diploma. Successful
completion allows CII members use of the
designations ‘Cert CII®’, ‘Dip CII®’ or ‘ACII®’
respectively (Continuing Professional
Development requirements apply).
From the Advanced Diploma, as a CII member,
you can apply for Chartered status (subject
to having five years’ experience, not
necessarily post-qualification), with the CII’s
three Chartered titles reflecting your career
specialism:
• Chartered Insurer®;
• Chartered Insurance Broker®; and
• Chartered Insurance Practitioner®.
Upon completion CII members are The Diploma in Insurance • Insurance staff employed in support
entitled to use the designation ‘Dip CII®’ functions wishing to develop their
(CII Continuing Professional Development is appropriate for: knowledge of the business.
• Insurance technicians and those who
requirements apply). • Those wanting to develop their
aspire to be technicians.
Note: the sector specific designation knowledge and understanding as part of
‘Dip CII (Claims)’ is available to members • Supervisors, team leaders and those a progression towards completion of the
completing the Diploma that have passed with long-term ambitions of assuming Advanced Diploma in Insurance and
(820) Claims management (non-life). managerial responsibilities. Chartered status.
• Anyone wishing to hold a recognised,
respected insurance qualification.
evidence of your purpose, commitment The Advanced Diploma in • Those employees who wish to
and ability. It can be your passport to a demonstrate their professional standing.
successful and fulfilling career. Insurance is appropriate for:
• Insurance employees without another
Upon completion CII members are • Today’s insurance managers and professional qualification and those who
entitled to use the designation ‘ACII®’ technical specialists. wish to build upon existing general academic
(CII Continuing Professional Development • Staff with aspirations to become qualifications, such as a degree, by obtaining
requirements apply). managers in the future. an industry-specific qualification.
Chartered status cements your professional Meeting market expectations Office of the Qualifications and
standing and gives you parity with other
professionals such as accountants Importantly, these qualifications have been Examinations Regulator (Ofqual)
and solicitors. designed to assist you and your employer Ofqual is the regulator of qualifications,
to comply with both the existing and
The CII also offers corporate Chartered exams and tests in England. They are also
future regulatory training and competence the regulators for the recognised awarding
status to qualifying firms of insurance requirements. The Financial Services
brokers, further enhancing the visible bodies (such as the CII). For further
Authority (FSA) requires you to demonstrate information refer to the Ofqual website:
professionalism of the broker sector. that you are competent in the work you do,
The eligibility criteria for corporate www.ofqual.gov.uk
and thereafter to maintain this competence.
Chartered status includes a specified This approach is designed to ensure that The Certificate in Insurance is accredited
number of directors holding individual you have the appropriate knowledge with Ofqual at Level 3 in the National
Chartered status in their own right. See and skills to perform your job effectively. Qualifications Framework. The Certificate is
www.cii.co.uk/chartered-firm for full details Qualifications can play an important role in only accredited where it is completed using
As an individual, obtaining Chartered status helping to meet the requirements by serving Certificate units IF1–IF8.
can, therefore, deliver many advantages in as an objective measurement of your
terms of career and business advancement. technical awareness and understanding.
 Selecting and entering for a qualification

overview/completion Why a CII insurance qualification?

These qualifications can help your career in
the following ways:
• Demonstrate to your employer, peers and
customers your commitment to personal
learning and development.
• Can form part of an overall programme
to meet the regulator’s training and
competence requirements.
• Supports lifelong learning as prior study
is recognised as you progress through
the qualifications framework, taking
accumulated credits with you.
• Supports personalised learning
programmes as you select the topics
most appropriate to your role, rather than
follow a rigid pre-set learning pathway.
• A ‘Record of Achievement’ is awarded increasingly acknowledged by the public
for each unit passed, providing portable and
permanent evidence of learning undertaken.
• Certificate/Diploma/Advanced Diploma in
Insurance awarded upon completion.
• Upon completion of these qualifications
CII members are entitled to use the
corresponding designation. These are
respected throughout the industry and
as demonstrating professional standing
(Continuing Professional Development
requirements apply).
• CII members holding the Advanced
Diploma can apply to become Chartered
title-holders.
Your next step
Now that you have read about the
Certificate, Diploma and Advanced Diploma
in Insurance, gained an understanding of
what they offer and decided which one
meets your career development plans, it is
time to finalise your entry.
The following pages contain all the
information you require to select the most
appropriate study path. As you read through
these, you will learn about the units on
offer, the available learning materials,
course and exam entry dates and deadlines,
terms and conditions relating to entry, and
the different ways you can enter.
You can also access FAQs at www.cii.co.uk/faq

Entry requirements Completion requirements The following compulsory unit requirement applies:

There are no entry requirements in order Unit Credits Unit Credits

to study for these qualifications. However,
we would recommend that in the case To achieve the Certificate in Insurance
of the Diploma and Advanced Diploma,
candidates hold the following qualifications
or their equivalent:
• Diploma – the Certificate in Insurance or – worth 15 credits or (P01) Insurance
5 GCSEs grade C or equivalent.
• Advanced Diploma – the Diploma in
Insurance or 3 A levels or equivalent.
Aside from the requirements set out
below and opposite you are free to select
units from across all the CII’s insurance
qualifications/study programmes: Award in
Insurance, Certificate in Insurance, Diploma
in Insurance and Advanced Diploma in
Insurance.
This approach provides you with maximum
flexibility, enabling you to choose units
from those currently available across our
qualifications. The advantage here is that
someone still developing their study skills
or subject to a particularly demanding
work schedule can initiate or continue their
studies by taking a larger number of lower
level units. See the section headed ‘Flexible
learning options’ on page 10 for full details.
Certificate
you must accumulate a minimum of Insurance unit – final examination sitting April 2010)
40 credits. Candidates are required to
take (IF1) Insurance, legal and regulatory
practice and regulation (a Diploma in
Insurance unit worth 20 credits).
Diploma
To achieve the Diploma you must
accumulate 110 credits, with at least 70
of these obtained at either Diploma or
Advanced Diploma level and a minimum
of 30 from an Advanced Diploma unit.
We would recommend that all Diploma
entrants also sit either unit (P01)
Insurance practice and regulation,
or unit (IF1) Insurance, legal and
regulatory as these cover the workings
of the market, including the legal and
regulatory framework and the essentials
of insurance practice.
Advanced Diploma
To achieve the Advanced Diploma
you must accumulate a minimum of
290 credits, with at least 180 of these
obtained at Advanced Diploma level.
Important changes for 2011
From 01.01.2011 the completion
requirements for the Advanced (Diploma in Insurance unit – final examination
Diploma will be changing to: 290 credits
(minimum 205 at Diploma or Advanced
Diploma, with a minimum of 90 at
Advanced Diploma level. Units P05 ( Diploma in Insurance unit)
and P92 compulsory – or equivalent,
where appropriate)
(IF1) Insurance, legal and regulatory 15 or (P01) Insurance practice and regulation (Diploma in 20
Note: Anyone who has passed unit P01 is precluded from taking units IF1 or IF2 on account of the degree of syllabus overlap.
The following compulsory unit requirements apply:
Units Credits Units Credits
(P92) Insurance business and finance 25 (530) Business and economics 30
(Advanced Diploma in Insurance unit); or
or
(P04) Business practice 20
(final examination sitting April 2010)
(P05) Insurance law* 25 – – –
Note: In order to complete the Diploma you must pass one unit, of your choice, from the Advanced Diploma.
Important changes for 2011
From 01.01.2011 the completion requirements for the Diploma will be changing to: 120 credits (minimum 90 at Diploma level or above.
Units P05 and P92 compulsory – or equivalent, where appropriate).
The following compulsory unit requirements apply:
Units Credits Units Credits

(510) Risk, regulation and 30 – – –
capital adequacy
(P05) Insurance law* 25 – – –
(Diploma in Insurance unit)
(530) Business and economics 30 (P04) Business practice 20
sitting April 2010); or
or
(P92) Insurance business and finance 25

* Anyone with a previous pass in units

P03 and/or 520 will have satisfied the
legal unit requirement. Should you
still wish to sit unit P05, you will not
be awarded any additional credits.

6 7
 What does each
available units qualification involve?
There is no prescribed order in which
units must be taken, but it is strongly
recommended that, for each qualification,
you sit the required compulsory units
first since these provide foundation
knowledge upon which the others build.
This flexible approach allows you to
develop a course programme that suits
your particular needs and requirements.
You can tailor learning to your current
role and/or develop areas which are (IF7) Healthcare insurance products
new to you or where you need to gain (IF8) Packaged commercial insurances
in-depth knowledge.
Detailed opposite is a list of the available
Certificate, Diploma and Advanced
Diploma units. Full details are available
online at www.cii.co.uk/gi-qualifications
or from Customer Service.
Note: The Diploma in Financial Planning unit
(J07) Supervision in a regulated environment,
can be used towards completion of the
Certificate, Diploma and Advanced Diploma.
This covers key aspects of supervision,
leadership and coaching, and provides (P90) NEW Cargo and goods in transit insurances (first examination sitting October 2010)
20 Diploma level credits on completion.
See the Diploma/Advanced Diploma in
Financial Planning brochure ref ICF014
(11/09) for details.
Credit awards for
equivalent units
Due to the extent of syllabus overlap,
certain combinations of units will result (990) NEW Insurance corporate management (first examination sitting April 2010)
in only one award of credits.
Where two comparable units are held,
the higher of the two credit figures will
be added to your CII Learning Account.
However, should you wish, you may still
choose to sit an ‘overlapping’ unit in
order to enhance your knowledge. (780) Aviation insurance 30 – Advanced Diploma (P91) Aviation and space insurance 30 – Diploma
Units affected are shown opposite.
Note: Full details of new units being
introduced in 2011 will be released in the
autumn of 2010.
8 9
Certificate in Insurance units
(IF1) Insurance, legal and regulatory –
Credits
15 per unit
Other qualifications/tests
providing Certificate
level credits:
Lloyd’s and London Market Introductory Test (LLMIT)
Created by a cross-section of leading organisations, this single-unit
Credits
15
Certificate compulsory unit course develops an understanding of how business is transacted in
(IF2) General insurance business this specialised sector and of the roles and responsibilities of those
involved. Full details can be found at www.lloydstraining.co.uk
(IF3) Insurance underwriting process
(IF4) Insurance claims handling process
(IF5) Motor insurance products
Award in Insurance unit Credits
(IF6) Household insurance products
(FIT) Foundation Insurance Test 6
Diploma in Insurance units Credits
(P01) Insurance practice and regulation (last examination sitting April 2010) 20 per unit
(P04) Business practice (last examination sitting April 2010)
(P21) Commercial insurance contract wording
(P80) Underwriting practice
(P81) Insurance broking practice
(P85) NEW Claims practice
(P86) NEW Personal insurances
(P05) Insurance law – Diploma/Advanced Diploma compulsory unit 25 per unit
(P10) Commercial insurance practice (last examination sitting October 2010)
(P92) NEW Insurance business and finance – Diploma compulsory unit
(P93) NEW Commercial property and business interruption
(P94) NEW Motor insurance
(P96) Liability insurances
(P91) NEW Aviation and space insurance (first examination sitting April 2010) 30 per unit
(P97) NEW Reinsurance (first examination sitting April 2010)
Advanced Diploma in Insurance units Credits
(510) Risk, regulation and capital adequacy – Advanced Diploma compulsory unit (last examination sitting October 2011) 30 per unit
(530) Business and economics – Advanced Diploma compulsory unit
(555) Life and disability underwriting
(556) Life and disability claims
(590) NEW Principles of Takaful
(655) Risk management
(735) Life assurance
(745) Principles of property insurances (last examination sitting October 2010)
(770) Principles of marine insurance (last examination sitting October 2011)
(785) Principles of reinsurance (last examination sitting October 2010)
(790) Private medical insurance
(815) Underwriting management (last examination sitting October 2011)
(820) Claims management (non-life)
(930) Insurance broking
(945) Marketing
(CITIP) Certificate in IT for insurance professionals (see page 11 for details) (last examination sitting October 2011)
Units treated as equivalent:
Withdrawn unit title Credits and level New unit title Credits and level
(770) Principles of marine insurance 30 – Advanced Diploma (P98) Marine hull and liability insurance New for 2011 30 – Diploma
(815) Underwriting management 30 – Advanced Diploma (960) Advanced underwriting New for 2011 30 – Advanced Diploma
 What does each
courses/studying qualification involve?
The mechanics of studying
The exams are based on the published
syllabuses, which are in themselves important
aids to exam preparation and revision. It is
essential that you familiarise yourself with
these before commencing study.
These set out the learning outcomes expected
of candidates in the exam for each unit.
The syllabuses also identify published
material designed to assist you in preparing
for exams under the following headings:
primary text, additional reading, reference
works and periodicals.
To obtain the syllabuses free of charge, and two case study/essay questions from
visit www.cii.co.uk/gi-qualifications a choice of three or four
Copies may also be obtained from Customer
Service. A full syllabus is provided within
each study text.
Diploma/Advanced Diploma:
Additional benefits
By sitting certain combinations of within Lloyd’s and the London market.
units, you can acquire other qualifications
on the way to completing the Diploma/
Advanced Diploma:
Flexible learning options
The overall CII insurance qualifications
framework is extremely flexible, allowing exams from other professional and
you to select units from qualifications educational bodies), you will also receive
other than the one for which you are
studying. Therefore, if you are working
towards the Certificate, Diploma or the
Advanced Diploma in Insurance you are able
to select units from the entire insurance
qualifications framework.
If you sit or have sat CII financial planning
exams (for example, the Financial Planning
Certificate, Certificate in Financial Planning,
10
Units
IF1/IF2/IF7
IF3/IF4/IF8 75 multiple choice questions international sessions
IF5/IF6 50 multiple choice questions and
P01/P04/P92 20 compulsory short answer questions 3 hours 55% 96
P05/P10/P90/P91/P93/P94/P96/P97 14 compulsory short answer questions 3 hours 100
P21 Eight compulsory short answer questions 2 hours 96
P80/P81/P85/P86 15 short answer questions 2 hours
510–945 Eight compulsory short answer questions, 3 hours 120
990 One case study question and two essay 3 hours 150
Certificate in Contract Wording
Contract certainty is one of the major issues
facing the insurance industry, especially
The FSA requires the provision of
clear, comprehensive and fully-agreed
policy wordings before inception to all
policyholders.
To help individuals and organisations meet
this requirement, the CII has developed
the Certificate in Contract Wording. It is
designed to enhance knowledge of the
practical application of wordings and the
issues associated with them.
Diploma in Financial Planning, Advanced
Diploma in Financial Planning, Advanced
Financial Planning Certificate, or comparable
credits that can count towards completion of
the general insurance qualifications.
When studying for the Certificate you are able
to claim up to 30 credits in respect of financial
planning units, in the case of the Diploma you
are allowed to claim up to 60 credits and for
the Advanced Diploma, 180 credits.
Exam format
100 multiple choice questions
5 case studies, each comprising multiple
choice questions
and two case study/essay questions from
a choice of three or four
plus case study and essay questions.
Most include one compulsory case study
question, although the overall level of
choice depends upon the unit
being examined
questions from a choice of three
Notes: The recommended minimum study
hours are shown in the table above (this will
vary according to your experience and ability).
To acquire the Certificate, you must study
and pass two units from the Diploma in
Insurance: (P05) Insurance law (or already
hold one of the withdrawn legal units P03 or
520) and (P21) Commercial insurance contract
wording. Candidates meeting the completion
requirements will automatically be awarded
the Certificate in Contract Wording.
Accreditation of prior learning
Credits may be awarded for prior learning,
including exams that you may have already
passed under discontinued CII qualification
routes. These credits can be used as
part of your route to the qualifications of
Certificate, Diploma and Advanced Diploma.
As detailed opposite, study undertaken
on the CII’s financial planning exams or
comparable exams from other awarding
bodies can also attract credits.
If you have previously passed a CII exam qualification, you must obtain, by CII
or obtained exemptions you will
Length of exam
2 hours
Nominal passmark
70%
The nominal pass marks are also shown.
However, the actual pass marks may vary
slightly from one session to another to ensure
that the pass standard remains constant.
Certificate in IT for Insurance
Professionals (CITIP)
The CII and the British Computer Society
(BCS) have jointly developed the Certificate
in IT for Insurance Professionals, which
provides anyone working in insurance
with a firm grounding in IT applications. In
addition to being an Advanced Diploma unit,
worth 30 credits, it is also a qualification in
its own right, with a certificate awarded by
the BCS upon completion.
A separate ‘Certificate in IT for Insurance
Professionals’ booklet containing an outline
of the qualification, exam regulations,
detailed syllabus, entry form and
coursebook order form is available Life assurance.
online at www.cii.co.uk/CITIP or from
Customer Service.
automatically have had the appropriate
credits added to your ‘Learning Account’
with the CII. You can request details online
at www.cii.co.uk/learningstatement or by
calling Customer Service.
If you wish to claim credits in respect of
other non CII qualifications held, please
complete and return the ‘Individual prior
learning accreditation’ form at the back of
this brochure, being sure to include the
requested supporting information.
Important note: To be awarded a CII
examination, a pass in a unit from the
Study hours
50
Exam sessions
Year round (UK only,
held during Apr & Oct
– see page 20) – see
www.cii.co.uk/online
for details
April/October
100
You may sit as many exams as desired
at a single sitting, although it is strongly
recommended that no more than two
Diploma or Advanced Diploma units per
session are taken.
Diplomas in Life and Disability
Underwriting and Claims
The CII and the Assurance Medical Society
(AMS) jointly developed the Diploma in Life
and Disability Underwriting (DLDU). This is
awarded, subject to terms and conditions,
to candidates who pass: (P05) Insurance
law; (555) Life and disability underwriting;
and (735) Life assurance.
The CII, AMS and the Health Claims Forum
jointly developed the Diploma in Life and
Disability Claims (DLDC). This is awarded,
subject to terms and conditions, to
candidates passing: (P05) Insurance law;
(556) Life and disability claims; and (735)
For information about the DLDU and/or
DLDC, contact the AMS on +44 (0)20 7636
6308 or write to them at Lettsom House,
11 Chandos Street, London W1G 9EB.
qualification that you are looking to
complete, and meet the qualification
completion requirements. These rules
apply irrespective of how many credits
your existing qualifications might provide.
Please visit
www.cii.co.uk/individual-accreditation
for full guidance on the rules and
requirements relating to accreditation,
for example, restrictions relating to the
age of qualification being claimed for.
Please note accreditation is awarded at
the discretion of the CII Qualifications,
Examinations and Assessment Committee.
11
 Study options and revision aids

study aids New for 2010 – blended learning programme

Certificate in Insurance
blended learning programme
Making the most of your learning activity

New and existing members of the CII who This blended learning programme develops

RevisionMate
are studying for the Certificate in Insurance a deep and practical understanding of the
can now access an exclusive package course content, laying the essential foundation
consisting of learning and revision of knowledge required to build a successful
materials, exam entry and discounted career in the insurance profession.
revision courses to support their studies. Stu
Results show that using a blend of Certificate CII ship with udy tex
learning and revision materials can improve
m ber pda t
tes
me
the chances of exam success, in some cases
by as much as 10%.†

try
The Certificate blended learning programme costs £275 per unit

Key f let
Exam en

book
RevisionMate

RevisionMate
(CII membership payable separately)
Blended

act
This means big savings in completing the Certificate:
• Existing CII members: save up to £90 learning
• New CII members: save up to £142, even after the cost of membership. programme

ter EAR ®
You can buy your blended learning programme (and take out

tut acti N
rev
Dis ion

ori ve
CII membership, if you’re not already a member), by:
.

co c
is
• going to www.cii.co.uk/cert-insurance

al
ed n

L
t
ou ed

un
• calling Customer Service; or
rse i
• completing the application form at the back of this brochure.

Exam guide

Results show that using a blend of Certificate
learning and revision materials can improve the
chances of exam success, in some cases by as CII membership
much as 10%.† Practical tools to support your studies
including: reference materials, online
technical dictionaries, fact files and use when travelling.
much, much more. See inside front cover
†
When compared to candidates using ‘Study text’ only.
for more details.
Source: CII statistics 2009
Study text with updates
Covering the exam syllabus in a
straightforward and user-friendly format.
Includes examples, key point summaries
and self-test questions.
RevisionMate
Key fact booklet Discounted revision course
Pocket-sized booklet summarising A discount of 20% on any CII course for
material from the study text, great for the unit concerned.
Exam entry
ed.LEARN® interactive tutorial Entry to the exam itself.
Interactive study programme backed
by self-assessment tools and
reference materials. RevisionMate
An online study tool that provides a
study planner, knowledge-check facility,
Exam guide definitions of key terms, specimen
A specimen exam guide with answers and examination and a series of valuable
hints and tips on how to pass the exam. hints and tips.

Further details on the individual elements of the blended learning programme can be found in the following pages.
Notes:
• Unit IF7 Key fact booklet will be available in May 2010 and ed.LEARN® tutorial in the Summer of 2010
• Current membership of the CII is required. Non-members can join at the time of purchase
• Exam entries must be used within 12 months of purchase
• Discounts on revision course entries are applicable to the unit(s) for which the blended learning programme was purchased
• Full details will be provided on purchase.

12 13
 Study options and
study aids revision aids
To help you pass your exams first time we
have developed a comprehensive portfolio
of study options and revision aids which
have been proven to enhance the chances
of exam success. These can be ordered
online at www.cii.co.uk/gi-qualifications
over the phone by calling Customer Service
on +44 (0)20 8989 8464, or by post/fax
using the application form at the back of P86, P92, P93, P94 and P96; candidates
the brochure.
The prices quoted are for individuals.
Companies requiring pricing information 12 months after enrolment. Also included with Diploma level study texts is a suite of online
for groups of employees should call services delivered through our ‘RevisionMate’ study tool. See below for further details on the
Customer Service to discuss their
requirements.
CII members benefit from a discount on the
price of study options, revision aids and
exam entry.
The study options and revision aids
available vary according to the unit
selected. Details are shown opposite and
overleaf.
In addition, regardless of which study
option you choose, there is a standard exam
entry fee of:
Member Non-member
Certificate £88 £120
Diploma £107 £142
Advanced Diploma £112 £149
Guidance on Certificate unit purchases
• You must purchase the study text and
revision aids for the period during which
you plan to sit the exam.
• CII exam periods run from 01 January
through to 31 December.
• New editions of study texts and learning
materials can be purchased each year,
from October, for examination from
January.
• Electronic updates will automatically be
made available for study texts during the
examination period to which they relate.
Full details are included on the title page
of the study text.
Guidance on Diploma/Advanced Diploma
unit purchases
For Diploma and Advanced Diploma units
the listed study options are based on an
enrolment period of 12 months, during which
time you are recommended to sit the exam,
whilst these are current.
Important notes applicable to
all qualifications:
• Please allow ten days for delivery to a UK
address and twenty one days to a non-UK
address from receipt of your order.
• For materials sent within the UK, you, or
someone acting on your behalf, will be
required to sign for the delivery.
14
Study options
Member
Cost per unit
Non-member
Continuous assessment £208 £232 This is a 12 month tutor assisted learning course including provision of a study text designed
(all units except IF1–IF8, P90, P91, P97, to support study towards a thorough understanding of the exam syllabus, together with the
590, 990 and CITIP. Courses are in facility to complete assignments and a compulsory exam standard assignment, all of which are
development for P21, P80, P81, P85, marked by an expert tutor.
The study text breaks down the syllabus into concise sections, with each chapter containing
should monitor the CII website clearly defined learning outcomes and a series of self-test questions. It also includes a detailed
www.cii.co.uk for publication dates). exam syllabus outlining the subject areas that may be tested in the exam and updates for
study text and RevisionMate.
The tutor will give feedback and model answers to the non-compulsory assignments, helping
you gauge your progress. You will also be able to make use of a written enquiry service where
advice can be sought on specific issues.
Candidates meeting the qualifying requirements in this course will have a fixed increase of
10% of the total marks available on the exam paper applied to their exam result. Past results
have indicated significantly higher success rates for candidates who have selected this form
of study. Full details can be found at www.cii.co.uk/gi-qualifications
Diploma and Advanced Diploma units £120 £136 This is a self-study course. There is no support from a tutor with this option.
Study text with updates. (New units
This option consists of the study text with updates for 12 months after enrolment.
P91, P97 and 990 available January 2010
and unit P90 in June 2010.) Diploma unit study texts include access to an unrivalled suite of online services to
support your studies through our ‘RevisionMate’ study tool. These will include a study
planner, a knowledge check (multiple choice test) facility covering each chapter, student
discussion forums, specimen examination and hints and tips. Full details will be provided
with your study text.
Certificate units £105 £123 This is a self-study course. There is no support from a tutor with this option.
Study text with updates (all units) This option consists of the study text, with electronic updates which will automatically be
made available for the examination period to which they relate. Further details are included
on the title page of the study text.
The study text includes access to an unrivalled suite of online services to support your
studies through our ‘RevisionMate’ study tool. See above for further details on RevisionMate.
Diploma and Advanced Diploma units £49 £63 As the study text is a valuable reference tool in your day-to-day job, we offer an option to
Study text renewal (all units) receive updates for a full 12 months after your course has expired. This option is renewable
on an annual basis and you will be sent an automatic invitation to update your material.
Certificate units £47 £60 As the study text is a valuable reference tool in your day-to-day job, we offer an option to
Study text renewal (all units) receive the next edition of the study text together with electronic updates. This option is
renewable on an annual basis and you will automatically be sent an invitation to update
your material.
Upgrade from study text with £88 £96 Note: You can only upgrade to continuous assessment if you have not previously submitted
updates to continuous assessment assignments in that unit under a current or previous correspondence or continuous
(please see above for information assessment course.
on units available).
Fast track your studies towards the Diploma/Advanced Diploma in Insurance
Full time Diploma/Advanced Diploma This programme provides:
programme – a 12 month programme • Intensive face-to-face tuition programme • Dedicated training venue in the City
split into two semesters with enrolment • Expert tutors delivering tutorials, tests of London.
dates in October and May which provides and mock exams For more information on the full time
a rapid route to the following Diploma and Diploma/Advanced Diploma in Insurance
• Complete qualification package
Advanced Diploma units: programme contact Face-to-Face Training
to include: study texts, continuous
May–October 2010: P86, P92, 820, 945 on +44 (0)20 7283 3117, or on
assessment, key fact booklets
October 2010–April 2011: P05, 510, (where available), multi-media package, face-to-facetraining@cii.co.uk
530, 930. membership and exam entries
15
 Study options and

study aids revision aids

The CII offers a range of revision aids to

support all learning styles and routines.
Each has been developed to provide
practical assistance in understanding the
unit syllabus and achieving exam success.
Revision aids
Member
Cost per unit
Non-member
Examination guides (all units) £11 (inc VAT) £12 (inc VAT) Depending upon the selected unit, these comprise either a past paper with examiners’ comments
on candidates’ performance and key points for inclusion in your answers or a complete specimen
examination and answers, highlighting syllabus areas covered and useful hints.
These are available to purchase online at www.cii.co.uk being supplied as PDF files for you to print
off as and when required for your own use.
The content of the latest exam guide is included FREE within the RevisionMate study tool
provided with Certificate and Diploma level study text purchases.

Key fact booklets (IF1–IF6, IF8, P01, P04, £22 £24 Comprehensive pocket-sized booklets summarising the key information contained in the study text.
P05, 510, 530. P92 available Jan 2010 These are perfect for studying when travelling to and from work or in situations when reading a
and IF7 available May 2010. Monitor coursebook is impractical.
www.cii.co.uk for release dates of Key
fact booklets for further units.)

ed.LEARN® £78.73 (inc VAT) £78.73 (inc VAT) Online tutorial providing highly interactive study, backed by a revision assessment tool to check
(IF1–IF6, IF8. IF7 available summer 2010) understanding as you progress with your studies. Visit www.cii.co.uk/elearning to view the
course demo.
Notes:
• This material can also be purchased in a CD ROM format for £79.
• Minimum operating requirements (unsupported on Mac OS/OSX):
– ed.LEARN®: Windows 2000, XP or Vista; Internet Explorer 6 or 7.
– CD ROM: Windows 2000, XP or Vista; Internet Explorer 6 or 7; 8 speed CD ROM; 80MB free hard disk space.

Winning the brain game £26 £26 Improving study and exam techniques can help everyone, at whatever age, and whatever the
qualification. This is a highly inventive and fully interactive programme which is delivered on
RevisionMate for download.
Notes:
• This material can also be purchased in CD ROM format for £28.
• Operates on all Windows software.

Revision (P05) £375 £430 Available prior to examinations, these courses enable you to:
workshops • discover what the examiner is looking for;
(see table on page 18) (530, 655, 785, 815, £400 £460
• discuss the common mistakes made by candidates and how to avoid them;
820, 930)
• learn useful revision and exam techniques;
Revision days (IF1–IF4) £200 £230 • clarify your areas of concern in the syllabus.
(see table on page 18)
(P01, P04, P05, P10, £225 £260 The workshops provide you with the opportunity to examine in more detail the exam syllabus and
P21, P80, P81, P85, past/specimen papers. They provide additional question practice and support in-depth discussion
P86, P90, P91, P92, with the course tutor.
P93, P94, P96, P97) The evening classes are ideal for those candidates who find that work commitments prevent them
attending courses during working hours.
(510, 530, 590, 655, £250 £290
735, 815, 820, 945, 990)
Evening classes Eight week course £480 £555
(see table on page 20)
(510)
Six week course £360 £415
(P05, 530, 785)

Generic using formulae and practising £200 £230 This one-day course is suitable for candidates studying for the statistical component of 510 and
calculations course (see table on page 20) will enable you to:
• obtain a basic grounding in mathematical principles;
• discuss the common mistakes made by candidates and how to avoid them;
• clarify your areas of concern in using formulae.

Exam techniques course £150 £170
(see table on page 20)
This generic half-day course helps candidates studying for the Diploma/Advanced Diploma refine
their overall exam approach by:
• reviewing technique on both short and essay questions;
• identifying what the examiner is looking for;
• discussing the common mistakes made by candidates and how to avoid them.

16 17
 Revision courses 2010

courses In 2009
Two day revision workshops
(P05) Insurance law
Venue
London
Dates
23–24 Mar/22–23 Sep

candidates who
Glasgow 30–31 Mar/27–28 Sep
Manchester 07–08 Apr/20–21 Sep

attended a CII (530) Business and economics

(655) Risk management
London
London
24–25 Mar/22–23 Sep
17–18 Mar/15–16 Sep
revision course (785) Principles of reinsurance London 30–31 Mar/28–29 Sep
(815) Underwriting management London 22–23 Mar/20–21 Sep
improved their (820) Claims management (non-life) London 25–26 Mar/27–28 Sep

chances of exam (930) Insurance broking London 18–19 Mar/04–05 Oct

success by up to Revision days Venue Dates

60%*
* Source: CII Statistics 2009
Remember to visit (IF4) Insurance claims handling process London 11 Feb/16 Jul
www.cii.co.uk/f2f-insurance (P01) Insurance practice and regulation London 10 Mar/29 Mar/06 Apr
for details of additional courses that
we will be running during 2010.
(IF1) Insurance, legal and regulatory London 11 Jan/13 Apr/14 Jun/09 Aug/11 Oct/06 Dec
Glasgow 20 Apr/19 Oct
Manchester 02 Mar/03 Sep
(IF2) General insurance business London 09 Feb/13 May/15 Jul/12 Oct/07 Dec
Glasgow 22 Apr/21 Oct
Manchester 05 Mar/01 Sep
(IF3) Insurance underwriting process London 10 Feb/14 Apr/16 Jun/11 Aug/12 Oct/07 Dec
Glasgow 01 Apr
Manchester 31 Mar
(P04) Business practice London 16 Mar/30 Mar/08 Apr
Glasgow 08 Apr
Manchester 06 Apr
(P05) Insurance law London 16 Mar/26 Mar/01 Apr/08 Apr/13 Sep/21 Sep/28 Sep/05 Oct
Birmingham 01 Apr
Glasgow 06 Apr
Manchester 30 Mar
(P10) Commercial insurance practice London 23 Mar/27 Sep
(P21) Commercial insurance London 25 Mar/20 Sep
contract wording
(P80) Underwriting practice London 01 Apr/03 Sep
(P81) Insurance broking practice London 06 Apr/10 Sep
(P85) Claims practice London 12 Apr/24 Sep
(P86) Personal insurances London 09 Apr/22 Sep
(P90) Cargo and goods in transit insurances London 04 Oct
(P91) Aviation and space insurances London 31 Mar/30 Sep
(P92) Insurance business and finance London 12 Apr/15 Sep
(P93) Commercial property and London 25 Mar/23 Sep
business interruption
(P94) Motor insurance London 24 Mar/29 Sep
(P96) Liability insurances London 07 Apr/01 Oct
(P97) Reinsurance London 31 Mar/06 Oct
(510) Risk, regulation and capital adequacy
– statistics London 09 Mar/17 Mar/24 Mar/01 Apr/08 Sep/16 Sep/23 Sep/30 Sep
– non-statistics London 10 Mar/18 Mar/25 Mar/06 Apr/09 Sep/17 Sep/24 Sep/01 Oct
(530) Business and economics London 17 Mar/07 Apr/15 Sep/06 Oct
(590) Principles of Takaful London 31 Mar/22 Sep
(655) Risk management London 16 Mar/06 Apr/14 Sep/05 Oct
(735) Life assurance London 26 Mar/24 Sep
(815) Underwriting management London 15 Mar/13 Sep
(820) Claims management (non-life) London 29 Mar/29 Sep
(945) Marketing London 11 Mar/01 Apr/16 Sep/07 Oct
(990) Insurance corporate management London 22 Mar/27 Sep

18 19
 Revision courses 2010
courses/deadlines Remember to visit
www.cii.co.uk/f2f-insurance for
details of additional courses that we
will be running during 2010.
Important deadlines
The following dates apply to all Diploma and
Advanced Diploma exam entries together
with all non-UK Certificate entries.
Candidates planning to sit Certificate exams
in the UK should go to www.cii.co.uk/online
20
Evening classes
Eight week course:
Venue Dates
London 16 Feb/23 Feb/02 Mar/09 Mar/16 Mar/23 Mar/30 Mar/06 Apr
(510) Risk, regulation and capital adequacy
(Tuesdays 17.30–19.30) London 17 Aug/24 Aug/31 Aug/07 Sep/14 Sep/21 Sep/28 Sep/05 Oct
Six week courses: London 03 Mar/10 Mar/17 Mar/24 Mar/31 Mar/07 Apr
(530) Business and economics
(Wednesdays 17.30–19.30) London 01
Sep/08 Sep/15 Sep/22 Sep/29 Sep/06 Oct
(785) Principles of reinsurance London 03 Mar/10 Mar/17 Mar/24 Mar/31 Mar/07 Apr
(Wednesdays 17.30–19.30) London 01 Sep/08 Sep/15 Sep/22 Sep/29 Sep/06 Oct
(P05) Insurance law London 01 Mar/08 Mar/15 Mar/22 Mar/29 Mar/06 Apr
(Mondays 17.30–19.30) London 31 Aug (Tue)/06 Sep/13 Sep/20 Sep/27 Sep/04 Oct
Generic using formulae and practising Venue Dates
calculations
One-day course London 15 Mar/14 Sep
Exam techniques Venue Dates
Half-day course London 08 Mar/04 Sep
April 2010 exams October 2010 exams
Last date for continuous assessment enrolment
• UK 15 Jan 10 09 Jul 10
• International 08 Jan 10 02 Jul 10
Last date for continuous assessment 12 Mar 10 10 Sep 10
assignments to be with your tutors
Closing date for your exam entry and
payment to reach the CII
At normal fee
• UK and international 10 Mar 10 08 Sep 10
(Changes to exam entries, etc. not accepted
after these dates)
At late entry fee
• UK and international 01 Apr 10 01 Oct 10
Exam entry confirmation* Despatched within seven working days from receipt of application form
Receive your exam admission permit* Despatched ten days before the exams begin or six weeks for international applicants
Sit exams 19–22 Apr 10 18–21 Oct 10
Exam results released online Results are sent by 1st class post on the date shown. Please allow five days for delivery
www.cii.co.uk/results and posted to a UK address and fourteen days for a non-UK address
• Diploma/Advanced Diploma units –
UK exam centres 18 Jun 10 17 Dec 10
• Diploma/Advanced Diploma units –
International exam centres 25 Jun 10 23 Dec 10
• Certificate units – International exam centres 28 May 10 26 Nov 10
Entry for the next exam You do not have to wait for your results before entering for an exam in the next session
* P
 lease contact Customer Service if you ** To access your results online you will
do not receive these. When you receive need to be logged in to the CII website
your admission permit you MUST check using your CII Permanent Identity
whether any change has been made in the Number (PIN) and password.
date or times of the exam for which you
have entered and that the exam shown on
your permit is the one that you intend to
sit. If there is any discrepancy you should
contact Customer Service immediately.
21
 Exam timetable
schedule The following dates apply to all Diploma and
Advanced Diploma exams together with all
non-UK Certificate exams.
Candidates planning to sit Certificate exams
in the UK should go to www.cii.co.uk/online
22
Exam unit
Non-UK Certificate exams
Date Time
(IF1) Insurance, legal and regulatory 19 Apr/18 Oct 10.00
(IF2) General insurance business 20 Apr/19 Oct 10.00
(IF3) Insurance underwriting process 21 Apr/20 Oct 10.00
(IF4) Insurance claims handling process 22 Apr/21 Oct 10.00
(IF5) Motor insurance products 19 Apr/18 Oct 10.00
(IF6) Household insurance products 20 Apr/19 Oct 10.00
(IF7) Healthcare insurance products 21 Apr/20 Oct 10.00
(IF8) Packaged commercial insurances 22 Apr/21 Oct 10.00
Diploma exams
(P01) Insurance practice and regulation 21 Apr 13.30
(P04) Business practice 20 Apr 13.30
(P05) Insurance law 19 Apr/18 Oct 13.30
(P10) Commercial insurance practice 21 Apr/20 Oct 13.30
(P21) Commercial insurance 21 Apr/20 Oct 10.00
contract wording
(P80) Underwriting practice 20 Apr/19 Oct 10.00
(P81) Insurance broking practice 22 Apr/21 Oct 10.00
(P85) Claims practice 22 Apr/21 Oct 10.00
(P86) Personal insurances 20 Apr/19 Oct 10.00
(P90) Cargo and goods in transit insurance 18 Oct 13.30
(P91) Aviation and space insurances 22 Apr/21 Oct 13.30
(P92) Insurance business and finance 20 Apr/19 Oct 13.30
(P93) Commercial property 22 Apr/21 Oct 13.30
and business interruption
(P94) Motor insurance 22 Apr/21 Oct 13.30
(P96) Liability insurances 20 Apr/19 Oct 13.30
(P97) Reinsurance 20 Apr/19 Oct 13.30
Advanced Diploma exams
(510) Risk, regulation and capital adequacy 22 Apr/21 Oct 13.30
(530) Business and economics 20 Apr/19 Oct 13.30
(555) Life and disability underwriting 20 Apr/19 Oct 13.30
(556) Life and disability claims 21 Apr/20 Oct 13.30
(590) Principles of Takaful 21 Apr/20 Oct 13.30
(655) Risk management 19 Apr/18 Oct 13.30
(735) Life assurance 22 Apr/21 Oct 13.30
(745) Principles of property insurances 20 Apr/19 Oct 13.30
(770) Principles of marine insurance 21 Apr/20 Oct 13.30
(785) Principles of reinsurance 20 Apr/19 Oct 13.30
(790) Private medical insurance 19 Apr/18 Oct 13.30
(815) Underwriting management 19 Apr/18 Oct 13.30
(820) Claims management (non-life) 21 Apr/20 Oct 13.30
(930) Insurance broking 21 Apr/20 Oct 13.30
(945) Marketing 22 Apr/21 Oct 13.30
(990) Insurance corporate management 19 Apr/18 Oct 13.30
23
 costs
Costs, fees
and refunds
All fees apply 01 Jan 2010–31 Dec 2010. CII membership
For those candidates wishing to become CII
members, one of the subscription fees shown
opposite are payable, in addition to a one-off
£36 admission fee.
If you pay the subscription fee by Mauritania, Mongolia, Mozambique, Myanmar, Nepal,
monthly Direct Debit, we will spread the
cost of the admission fee across your of Moldova, Rwanda, Sao Tome and Principe,
12 monthly payments.
* A discounted membership fee is available for
individuals residing in the following countries which
have been categorised as ‘low income’ or ‘lower
middle income’ countries by The World Bank Country
Income Classification List (as of July 2007) with the
exception of those marked with †.
Study options and revision aids
Exam entry fees – applicable in
respect of exams sat in 2010
In respect of Diploma and Advanced Diploma
units the fees shown are for entries received
before normal closing dates.
Accreditation of prior learning
A fee is payable for each individual credit
awarded in respect of prior learning that you
have undertaken outside of CII qualifications.
Change of session, unit or
centre fee
Certificate units (UK)
Changes must be requested at least
21 days before the date of the exam
for which you have entered. Multiple
changes will be covered by a single fee
provided they are submitted together.
Refunds
Certificate units (UK)
Certificate (non-UK)/Diploma/
Advanced Diploma units
All units
Post-results review of marking
(Diploma/Advanced Diploma
units only)
24
Afghanistan, Angola, Azerbaijan, Bangladesh, Benin,
Burkina Faso, Burundi, Cambodia, Central African
London only – £6.09 per month or £73 per annum
Republic, Chad, Comoros, Congo (Dem. Republic UK & Channel Isles – £5.84 per month or £70 per annum
of), Cote d’Ivoire, Egypt, Eritrea, Ethiopia, Gambia,
International* £50 per annum
Georgia, Ghana, Guinea, Guinea-Bissau, Guyana,
Haiti, India, Indonesia, Kenya, Korea (Dem. Peo.
Rep. of), Kyrgyzstan, Lao People’s Democratic
Rep., Lesotho, Liberia, Madagascar, Malawi, Mali,
Niger, Nigeria, Pakistan, Papua New Guinea, Republic
Senegal, Sierra Leone, Solomon Islands, Somalia,
†South Africa, Sri Lanka, Sudan, Tajikistan, Tanzania
(United Rep. of), Timor Leste, Togo, Uganda, Ukraine,
Uzbekistan, Vietnam, Yemen, Zambia, Zimbabwe.
Low GDP per capita membership fee £35.
Note: Candidates living outside the UK who Refer to page 12 for a full listing of study options and revision aids
are members of an associated or affiliated
institute may purchase study materials and
enter for CII exams at the same prices as
those charged to members of the CII (see page
26 for a full list of of affiliated institutes).
For exam entries received after the normal Member Non-member
closing date, up to two weeks before the
session, the normal fee is payable together with Fee per Certificate unit £88 £120
a late entry fee of £73 per unit. This is subject to Fee per Diploma unit £107 £142
space being available at the exam centre. Fee per Advanced Diploma unit £112 £149
This is payable once the credits have been Member Non-member
awarded. See page 11 for details on the
accreditation of prior learning. Fee per credit £3 £4
Certificate units (non-UK)/Diploma/ Change after entry £38
Advanced Diploma units
Changes must be requested before the relevant
closing date for exam entry at normal fee.
Multiple changes will be covered by a single fee
provided they are submitted together.
Note: In respect of all units no changes, apart
from your address or name (which must be
supported by original or certified evidence),
can be made to your exam entry after the
specified deadlines set out above. After the
relevant deadline has passed should you
wish to withdraw you will not receive a refund
except in the case of illness.
Cancellation of an exam entry at least 21
days before the date of the exam for which
you have entered:
50% of exam entry fee
Cancellation of an exam entry before the
final closing date at normal fee:
Absence from exam with medical evidence
(to be received within two months of the 50% of exam entry fee or free entry
date of the exam):
Further details including any fees payable can be found at
www.cii.co.uk/exampolicies
25
 Entering for a qualification:
important information Important information
CII membership
1. If you are not already a CII member,
you can become a member when you
apply for the Certificate/Diploma/
Advanced Diploma. Membership of the
CII is open to anyone wholly/mainly
employed or engaged in work connected
with insurance. If you wish to apply for
membership and it is not clear from
your application form that you work in
insurance, please provide brief details of
the nature of your work and the proportion
of your time spent on insurance matters on
a separate sheet of paper.
Local institutes
2. If you are a CII member living in the UK,
the Channel Islands or the Isle of Man
you will automatically become a member
of a local institute.
P
 lease ensure that you select your
preferred location from the list provided
below and enter the relevant name in the
space provided on the application form.
List of local institutes:
A
 berdeen; Bedford & Milton Keynes;
Belfast; Birmingham; Blackburn
& Burnley; Bolton; Bournemouth;
Bradford; Brighton; Bristol; Cambridge;
Cardiff; Carlisle; Chelmsford & S Essex;
Cheltenham & Gloucester; Chester
& North Wales; Coventry; Croydon;
Edinburgh; Exeter; Folkestone,
Canterbury & E Kent; Glasgow; Guernsey;
Guildford; Halifax; Harrow & Ealing;
Hull; Inverness, the Highlands & Islands;
Ipswich, Suffolk & N Essex; Isle of Man;
Jersey; Kendal; Leeds; Leicester; Lincoln;
Liverpool; London; Luton & St Albans;
Manchester; Mid Kent; Middlesbrough;
Newcastle-upon-Tyne; Northampton;
Norwich; Nottingham; Perth & Dundee;
Peterborough; Plymouth & Cornwall;
Preston & Blackpool; Reading; Royal
Tunbridge Wells; Sheffield; Shropshire
& Mid Wales; Southampton; Stoke-on-
Trent; Stratford-upon-Avon; Swansea &
West Wales; Swindon; Watford; York.
T he area covered by the Insurance
Institute of London (IIL) is defined as
all London postal districts except the
following: N9, N11, N14, N21, NW9, E4,
E6, E7, E10, E11, E12, E13, E15, E16, E17,
E18, W3, W4, W5, W6, W7, W12, W13,
SW20, SE20, SE25. There is an additional
subscription fee for IIL members of £3.
26
Associated or affiliated institutes
3. If you live in an area where an associated
or affiliated institute is established (see
UK, Channel Islands,
Isle of Man & Ireland
Europe
Amsterdam
(Netherlands) 409
Ndola (Zambia) 499
North Africa,
Middle East & Gulf
Note: Occasionally, examinations may have
to be held at locations other than those
shown. Please remember to check your
below) you should apply to the secretary of Centre Code Leicester 046 Athens (Greece) 411 Abu Dhabi (UAE) 609 admission permit to confirm all details of
the institute concerned for details of local Limerick 303 Barcelona Amman (Jordan) 408 your examination.
membership. Addresses can be obtained Aberdeen 010 Lincoln 047 (Spain) 557 Manama (Bahrain) 414
Copyright
from Customer Service. Belfast 015 Liverpool 002 Berne Beirut (Lebanon) 675
(Switzerland) 568 Cairo (Egypt) 427 5. All CII study materials are copyrighted.
Individuals living outside the UK who are Birmingham 005 London 001
Brussels By placing an order you undertake to
members of an associated or affiliated Bolton 080 Luton/Stevenage 049 Dammam use the materials for your own purposes
institute may enter the CII exams and Bournemouth 018 Manchester 003 (Belgium) 425 (Saudi Arabia) 407 only and not to sell, lend or give them
purchase study materials at the same prices (April only) Bucharest Doha (Qatar) 617
Middlesbrough 051 to anyone else. Any form of copying of
as those charged to members of the CII. Brighton 020 Mid Kent (Romania) 706 Dubai (UAE) 547 materials is prohibited. From the date
050
Cologne Jeddah of receipt by the CII of your order please
Associated institutes: Bristol 021 Newcastle-
(Germany) 448 (Saudi Arabia) 553 allow 10 days within the UK or 21 days
I reland (Cork, Dublin, Dundalk, Galway, Cambridge 022 upon-Tyne 008
Cardiff 024 Northampton 052 Copenhagen Safat (Kuwait) 475 outside the UK for delivery of materials.
Limerick, Sligo). (Denmark) 438 Materials sent within the UK require a
Carlisle 025 Norwich 007 Muscat (Oman) 587
Note: Candidates who are members of the Gibraltar 452 signature; please ensure that there will be
Cavan 330 Nottingham 053 Riyadh
Insurance Institute of Ireland should submit Helsinki (Finland) 705 someone to accept delivery at the address
Chelmsford 026 Oxford 054 (Saudi Arabia) 572
all application forms to the Insurance Kiev (Ukraine) 405 shown on the form.
Chester 028 Peterborough 056 Tehran (Iran) 560
Institute of Ireland, 39-45 Molesworth Lisbon (Portugal) 563
Cork 302 Plymouth 057 South Asia Your right to cancel
Street, Dublin 2, in order to be registered
Coventry 029 Preston Madrid (Spain) 482 Chennai (India) 481 6. In accordance with The Consumer
for all exams and tuition. If your application 059
Croydon 030 Reading Milan (Italy) 489 Colombo Protection (Distance Selling) Regulations
is sent directly to the CII it will be returned 060
with a request that you forward it to the Douglas, IoM 091 Sheffield Moscow (Russia) 649 (Sri Lanka) 437 2000 you have a right of cancellation in
062
Munich Delhi (India) 442 respect of the Products and Services,
Insurance Institute of Ireland. Dublin 301 Shrewsbury 063
(Germany) 594 Dhaka listed in this brochure, which right shall
Overseas affiliated institutes: Dundee 034 Sligo 306 (subject to the Regulations) expire seven
Nicosia (Cyprus) 501 (Bangladesh) 440
A
 ustralia & New Zealand (Australian Ealing 088 Southampton/ working days from the day after the
Oslo (Norway) 502 Hyderabad
Capital Territory; New Zealand {Auckland}; Edinburgh 009 Eastleigh 064 date on which either the products are
Paris (France) 503 (India) 724 received by you or your order for services
New South Wales; Northern Territory; Exeter 035 Southend-on-
Riga (Latvia) 701 Islamabad is accepted by the CII. Should you wish to
Queensland; South Australia; Tasmania; Folkestone 087 Sea 086
Sofia (Bulgaria) 417 (Pakistan) 718 cancel, notice should be sent to Customer
Victoria; Western Australia); Bahamas; Galway 304 Stoke-on-Trent 065
Valetta (Malta) 535 Karachi Service. Where products have been
Barbados; Bermuda; Botswana; Canada Glasgow 004 Stratford-upon-
Vilnius (Lithuania) 729 (Pakistan) 468 supplied to you prior to such cancellation
(Ontario; Quebec); Republic of China; Gloucester 036 Avon 066
they must be returned to us, in the
Warsaw (Poland) 700 Kolkata (India) 727
Cyprus; Egypt; United Arab Emirates; Fiji; Guernsey 090 Swansea 067 condition in which they were supplied to
France (Bordeaux); Germany; Ghana; Istanbul (Turkey) 461 Lahore (Pakistan) 477
Guildford 038 Swindon 089 you, at your expense. Reimbursement for
Guyana; Hong Kong; India (Mumbai; Central Asia Mumbai (India) 422
Horsham 082 Truro 070 any monies paid by you which relate to the
Hyderabad); Indonesia; Jamaica; Kenya; Almaty East Asia
Hull 041 Tunbridge Beijing (China) 670
cancellation will be sent to you within 30
Malawi (Blantyre; Lilongwe); Malaysia; (Kazakhstan) 712 days of receiving the notice of cancellation
Inverness 043 Wells 071
Changsha (China) 636
Mauritius; Namibia; Netherlands Baku or if products are to be returned to us,
Ipswich 044 Watford 072
(Azerbaijan) 608 Hong Kong 457
(Rotterdam; Utrecht); Nigeria; Pakistan; within 30 days of their receipt. In the
Jersey 081 York 075
West & Central Africa Seoul (Korea) 627
Papua New Guinea; Philippines; Poland event of less than seven days notice of
(Warsaw); Saudi Arabia (Riyadh); St Leeds 006 Accra (Ghana) 401 Shanghai (China) 671 cancellation being given in respect of
Lucia; Singapore; South Africa (Cape of Banjul (Gambia) 600 Shenzhen (China) 726 a Certificate exam entry and if, where
Good Hope; Drakensberg; East Rand; International Centres Freetown (Sierra Taipei (Taiwan) 527 applicable, the CII is unable to recover
Eastern Cape; Free State; Gauteng Leone) 449 Tokyo (Japan) 546 costs suffered as a result of such short
{Johannesburg}; Natal; Northern Centre Code St John’s Lagos (Nigeria) 476 notice cancellation then the CII can recover
South East Asia
Gauteng {Pretoria}; Northern Province (Antigua) 605 these costs from you.
Zaria (Nigeria) 581 Bangkok
{Pietersburg}; The Border {East London}, North America Central America Horn and East Africa (Thailand) 416 Additional terms and conditions
The Lowveld); Sri Lanka; Tanzania; Chicago (USA) 435 Belize City Addis Ababa Ho Chi Minh City 7. Please note there are additional terms
Trinidad & Tobago; Turks & Caicos; Philadelphia (USA) 704 (Belize) 577 (Ethiopia) 402 (Vietnam) 711 and conditions which apply to candidates
Uganda; West Africa (The Gambia); Toronto (Canada) 531 Mexico City Dar Es Salaam entering for exams with the CII. They relate
Jakarta
Zambia (Copperbelt {Ndola}; Kitwe; (Mexico) 488 (Tanzania) 441 in the main to entering for and sitting
Vancouver (Indonesia) 443
Lusaka); Zimbabwe (Bulawayo; Harare). South America exams and the subsequent issue of exam
(Canada) 536 Asmara (Eritrea) 710 Kuala Lumpur
Exam centres – UK and International Caribbean Buenos Aires Kampala (Uganda) 465 (Malaysia) 472 results. Please note that in entering for
Bridgetown (Argentina) 685 Khartoum (Sudan) 469 Phnom Penh the Certificate/Diploma/Advanced
4. Places are allocated on a first-come, Diploma you agree to be bound by these
(Barbados) 423 Bogota Mombasa (Kenya) 490 (Cambodia) 728
first-served basis. additional terms. Full details can be found
Castries (St Lucia) 595 (Colombia) 421 Nairobi (Kenya) 497 Singapore 521
E
 very effort is made to ensure you receive at www.cii.co.uk/notestoexams
Freeport Georgetown Southern Africa Australasia
your preferred choice, however, if a centre (Guyana) 451
(Bahamas) 570 Blantyre (Malawi) 548 Auckland Fairness, integrity and the CII appeals
you choose is not available for a particular procedure
George Town Lima (Peru) 542 Capetown (New Zealand) 412
sitting you will be allocated to your second
(Grand Cayman) 597 Rio de Janeiro (South Africa) 431 Sydney 8. The CII is committed to giving all
choice or another convenient centre.
Grand Turk (Turks (Brazil) 514 Gaborone (Australia) 526 qualification candidates an equal
I t is planned that all centres, including & Caicos Islands) 702 Santiago (Chile) 730 opportunity of achieving these in line with
(Botswana) 618 Indian Ocean
international, will be available in April current UK and EU Directives. It is also
Kingston Harare Port Louis
and October unless otherwise indicated. committed to open and fair processes and
(Jamaica) 471 (Zimbabwe) 517 (Mauritius) 510
Mahe as part of this process runs a transparent
Nassau Johannesburg appeals policy. Further details on the
(Bahamas) 498 (South Africa) 463 (Seychelles) 607
appeals policy can be found at
Port of Spain Lilongwe (Malawi) 615 Atlantic www.cii.co.uk/notestoexams
(Trinidad) 511 Lusaka (Zambia) 480 Hamilton (Bermuda) 456
27
Willis has long associations with the CII, and our
commitment to industry standard professional
qualifications remains as strong as ever. We actively
encourage all technical staff to study towards
professional excellence, and fully support those
who do.
For example, we require all our graduates to obtain
the Advanced Diploma qualification. As a Global
Organisation it is crucial to have consistent and high
standards across our entire Group, and increasingly
the CII help us do this – their qualifications help
provide a technical foundation essential for a career
in insurance.

Grahame Millwater
President
Willis
Once you have read the notes on completing your application, you can either:
• complete and submit your application online at www.cii.co.uk/gi-qualifications
Certificate/Diploma/Advanced
• phone through your order to Customer Service on +44 (0)20 8989 8464 ensuring that Diploma in Insurance
you have your credit/debit card details ready
• complete the form below and post or fax +44 (0)20 8530 3052 to Customer Service.
Application form
ICI005 (11/09)

Important note: To ensure that your application is processed correctly can you please enter your name at the top of each page in the space provided.

Section A – Personal details (Please complete all fields. Your name should be entered as you wish it to appear on all official CII documents.)
Have you ever had previous contact with the CII? Yes No (Please tick)

Please give your CII/PFS permanent identity number (PIN) if known PIN

Mr/Mrs/Miss/Ms Surname

Forenames Date of birth

Employer’s name

Tel Ext Mobile

email*

Work address

Postcode Country

Home address

Postcode Country

* Please take care when providing your email address as most correspondence will be sent electronically. Email address must be included when ordering ed.LEARN.
Tick address to be used for postal correspondence Home Work

Please only tick one box per category

Type of organisation Insurance company Broker/Intermediary Lloyd’s Reinsurance company/broker

Loss adjuster/Loss assessor Bank/Building Society Consultancy Legal

Other

Area of work Underwriting Claims/Loss adjusting Broking Sales/Marketing

Risk management/ Administration/ Compliance HR/Training

Surveying Processing

Finance Other

Job category Administrative Technical Advisory Supervisory/Controller

Middle management Senior management Executive (CEO, Director) Business owner

(Branch, Office, Dept) (General, Head of)

Other

Is your employer a member of a network or does it work with a compliance services provider? Yes No

If yes, please specify

Study path
Where you are studying in order to complete a qualification please indicate by ticking the appropriate box:

Certificate in Insurance Diploma in Insurance Advanced Diploma in Insurance

Please turn over

Certificate/Diploma/Advanced Diploma in Insurance Application Form – IC005 (11/09)

Enter your name

Section B – CII membership

(Please ONLY complete this section if you are applying for membership. Go to Section C if you are already a member.)
Important note: Applying for membership now entitles you to the reduced member rates for study materials and exam entry as shown in Sections C and D.

I wish to apply for membership of the CII Yes No

I wish to join the following local institute – UK only (See page 26)

Have you ever been made bankrupt or been the subject of an individual voluntary arrangement (or any such similar procedure)? Yes No
If yes, please give details on a separate sheet of paper.
You are required to let the CII know if you are made bankrupt, become the subject of an individual voluntary arrangement (or any such similar procedure),
or are convicted of any offence (other than a motoring offence with a monetary fixed penalty) in the future.
Do you have any convictions for any offence other than a monetary fixed penalty for a motoring offence which are not yet spent under the Rehabilitation of
Offenders Act or have you been charged with (but not yet tried with) any offence other than a monetary fixed penalty for a motoring offence? Yes No
If yes, please give details on a separate sheet of paper.
In applying for admission to membership of the CII, I agree to abide by the Charter, Bye-laws, Code of Ethics, all Rules and Regulations as may be issued by
the CII from time to time and the Bye-laws of any local institute of which I may become a member. I also agree to commit myself to an annual programme of
Continuing Professional Development (qualified members only). Yes
You must answer the questions in this membership section truthfully, including the declarations you make, as information you provide which is misleading or
untrue may result in your membership being cancelled. It may also lead to disciplinary or criminal proceedings. If there are any questions or any parts of the
declaration (above or in section E of this application form) which you do not understand then you can refer to the CII website www.cii.co.uk/explanatorynotes
although the CII do not accept any liability for information or clarification given.

Faculties
Please choose below which faculty you would like to join. These are forums of the CII which provide a range of services in support of individuals working in
specific industry sectors – further information can be found at www.cii.co.uk/faculties

In applying for CII membership you can join one faculty for free. If you wish to join additional faculties please contact CII Customer Service on +44 (0)20 8989 8464.

(select one)
Insurance Broking

Claims

London Market

Underwriting
(For general insurance company employees)

Life & Pensions

Membership fees
1. An admission fee of £36 is payable by ALL applicants.
2(a). Please then select the appropriate member fee.

London only* UK and Channel isles International**

Annual Subscription £73 £70 £50

Monthly Subscription £6.09 £5.84 –

Important notes: * This includes a £3 subscription fee for membership of the Insurance Institute of London.
**A discounted membership fee is available for individuals resident in countries categorised as
‘low income’ or ‘lower middle income’. See page 24 for details.

2(b). Choose the method of payment. This can either be:

i) b
 y monthly Direct Debit. If you choose this option do not complete the sub total box, but fill out the Direct Debit
form at the back of this application form. The admission fee will be spread across your 12 monthly payments.
ii) b
 y cheque or debit/credit card. If you choose this option please enter the correct amount in the sub total box, Sub total £
including the admission fee.

(to include the

£36 admission fee)
Certificate/Diploma/Advanced Diploma in Insurance Application Form – IC005 (11/09)

Enter your name

Section C – Study options and revision aids

For CERTIFICATE UNITS ONLY, please indicate when you will be sitting the exam(s) as this will determine which version
of the study option(s)/revision aids we send you:
pre 01 Jan 11 post 01 Jan 11
I wish to order the following learning materials:

Blended learning programme CII use Members only Unit code Total
Certificate in Insurance blended £275 (membership
LP £ Sub total £
learning programme (See pg 12) payable separately)
Note: If you are based outside the UK and know when you want to sit the exam please complete Section D.

Study options CII use Member Non-member Unit code Total

Continuous assessment
(See pg 14 for information on CA £208 £232
units available) £
Study text with updates
UD £120 £136 £
• all units except IF1–IF8
• units IF1–IF8 UD £105 £123 £
Study text renewal
UD £49 £63 £
• all units except IF1–IF8
• units IF1–IF8 UD £47 £60 £

Upgrade to continuous assessment

(See pg 14 for information on £88 £96 £ £
units available) Sub total

Revision aids CII use Member Non-member Unit code Total

Examination guide available online at www.cii.co.uk

Key fact booklets (See pg 16) KF £22 £24 £

ed.LEARN (See pg 16)
®
EL £78.73 £78.73 £
• online tutorial
• CD ROM CBT £79 £79 £

Winning the brain game WD £26 £26 £

• RevisionMate download

• CD ROM WB £28 £28 £

Revision workshops WS £375 £430 £

• (P05) (See pg 18)
• (530, 655, 785, 815, 820, 930) WS £400 £460 £
Date Venue

Revision days (See pg 18) R £200 £230 £

• IF1–IF4
• P01, P04, P05, P10, P21, P80,
P81, P85, P86, P90, P91, P92, R £225 £260 £
P93, P94, P96, P97
• 510, 530, 590, 655, 735, R £250 £290 £
815, 820, 945, 990
Date Venue

Evening classes (See pg 20)

• Eight week course (510) L510 £480 £555 £

Date

• Six week course EC £360 £415 £

(P05, 530, 785)
Date

Generic using formulae and EC £200 £230 £

practising calculations (See pg 20)
Date

Exam techniques course (See pg 20) ET £150 £170 £ Sub total £

Date

Postage fee (not applicable to training courses):

UK and EU £4 per order. All other countries £15 per study option and £8 per revision aid purchased. Postage fee £

Please turn over

Certificate/Diploma/Advanced Diploma in Insurance Application Form – IC005 (11/09)

Enter your name

Section D – Exam entry

I wish to enter the following exams in April/October 2010 (delete session which is not applicable) at the centre in:

First choice Centre code

Second choice Centre code

Unit codes Member Non-member No of units Entry fee

Certificate: 
• Only complete this section if you are planning to sit Certificate exams outside of the UK.
To sit an exam in the UK, you must enter online at www.cii.co.uk/online or by calling
Customer Service
• If you have bought the blended learning programme option do not include the exam fee

£88 £120 £

Diploma

£107 £142 £

Advanced Diploma 

£112 £149 £ Sub total £

Additional late entry fee (See pg 24) £

Section E – Declarations
I declare that all information provided by me on this form is true and correct to the best of my knowledge.

Application for study materials

I undertake to use them for my own purposes and not to sell, copy, lend or give them to anyone else..

Exam prizes
Organisations other than the CII sponsor prizes and awards based on CII exam performance. If you do not wish any information to be passed on to these
organisations, please tick this box.

Terms, conditions and cancellation

I have read and agree to the terms and conditions contained in this brochure, including my right of cancellation.

Data protection and privacy

The CII is registered under the Data Protection Act 1998 and will ensure that in providing products and services to you, it will process your personal data
fairly. By submitting this application, I consent to the CII processing my data. Full details are included in the CII Data Protection and Privacy statement which is
available on the CII’s website.

Where your employer pays for any of your tuition including e-learning, examination entries, study texts or membership fees, the CII will upon the employer’s
request provide your employer with details of your membership status and/or examination record including attempts, unless you tick this box.

If you study for a CII examination through a college or training provider, the CII may disclose details of your results to them, unless you tick this box.

We may from time to time wish to draw your attention to other CII products and services which are likely to be of interest to you. The CII will assume that you
consent to us using your data in this way, unless you tick the following box.

We may also share your data with third parties who will use this for similar purposes, but will never sell your personal data to third parties. The CII will assume
that you consent to us using your data in this way, unless you tick the following box.

Signed Date

Please allow 10 days for delivery in the UK and 21 days internationally from receipt of your correctly completed application form.
Materials sent within the UK require a signature; please ensure there will be someone to accept delivery at the specified address shown on the form.

Study options and revision aids are provided by the Education and Training Trust of the Chartered Insurance Institute (a company limited by guarantee)
Registered office: 20 Aldermanbury, London EC2V 7HY. Registered Charity no. 1021017
Certificate/Diploma/Advanced Diploma in Insurance Application Form – IC005 (11/09)

Enter your name

Section F – Total payable and method of payment

Insert the total value of all items ordered in Sections B to D. Total payable £
Note: All prices quoted are inclusive of VAT, where appropriate, at the current rates. P
rices are subject to change
without notice. Please ensure that where applicable you have included the appropriate postage fee – see Section C.

I would like a payment receipt to be emailed to me (please be sure to provide your email address on the first page of the form).

Tick method of payment and, if applicable, complete the card details.

Cash/cheque payable to The Chartered Insurance Institute (please write CII PIN number if known on the back of the cheque).
Note: All remittances must be in Sterling. Cash should only be sent by registered post. No liability can be accepted by the CII for cash sent via post.
Payment from countries outside the UK must be made by banker’s draft, payable in Sterling to the CII drawn on a UK bank, or by credit/debit card
(Visa, Mastercard, Switch/Maestro, Solo or Delta).

Credit/debit card: Please debit my/our account with the total cost of the goods and services ordered on this form.

Type of card (please tick) VISA MASTERCARD DELTA SWITCH/MAESTRO SOLO

Valid from* Expiry date* Issue number* (Switch/Solo/Maestro only)

Card number*
*Please complete according to the information on your credit/debit card.
Cardholder’s name and address if different from above

Cardholder’s Signature Date

Please fax the completed form if paying by credit/debit card on +44 (0)20 8530 3052 or send with your cheque to
Customer Service, CII, 42–48 High Road, South Woodford, London E18 2JP

If you have a UK bank account you can spread the cost of membership by paying via monthly Direct Debit at no extra charge.
By paying via monthly Direct Debit, you will automatically be entered into a prize draw to win a year’s free subscription to the CII. Please call CII Customer
Service on +44 (0)20 8989 8464 to set up a monthly Direct Debit over the phone or complete the Direct Debit mandate below, sign the declaration in Section E
and return to CII Customer Service.

Instructions to your Bank or Building Society to pay by Direct Debit (Please complete all fields)
1. Name and full postal address of your Bank or Building Society branch
To: The Manager (Bank/Building Society) Please complete this Direct Debit instruction if you have a UK Bank account.
Post only to: CII, Customer Service, 42–48 High Road, South Woodford,
Address London E18 2JP

Originator’s identification no.

Postcode 9 9 6 6 4 5
2. Name(s) of account holder(s)

3. Bank or Building Society account number 4. Branch sort code 5. Reference number (CII PIN)

I wish to pay my subscription by monthly Direct Debit payments

Signature Date

Banks and Building Societies may decline to accept instructions to pay Direct Debits from some types of accounts.
The Direct Debit Guarantee: The Guarantee is offered by all Banks and Building Societies that take part in the Direct Debit Scheme. The efficiency and security of the Scheme is
monitored and protected by your own Bank or Building Society. If the amounts to be paid or the payment dates change The CII will notify you 10 working days in advance of your
account being debited or as otherwise agreed. If an error is made by The CII or your Bank or Building Society, you are guaranteed a full and immediate refund from your branch of the
amount paid. You can cancel a Direct Debit at any time by writing to your Bank or Building Society. Please also send a copy of your letter to The CII.

Please turn over

Once you have read the notes on the accreditation of prior learning,
complete the form below and post to Customer Service. Certificate/Diploma/Advanced Diploma
Only complete this form if you are applying for credits for non in Insurance Individual Prior Learning
CII exams. Credits for CII exams will automatically be added to your
‘learning account.’ Accreditation Form
IC005 (11/09)

Important notes:
• Before completing this form please read the full guidance notes at www.cii.co.uk/individual-accreditation failure to read the guidance notes,
or in supplying all the information requested, may result in a delay in processing your application.
• To ensure that your application is processed correctly, please enter your name at the top of each page in the space provided.

Section A – Personal details (Please complete all fields. Your name should be entered as you wish it to appear on all official CII documents.)
Have you ever had previous contact with the CII? Yes No (Please tick)

Please give your CII permanent identity number (PIN) if known PIN

Mr/Mrs/Miss/Ms Surname

Forenames Date of birth

Employer’s name

Tel Ext Mobile

email*

Work address

Postcode Country

Home address

Postcode Country

* Please take care when providing your email address as most correspondence will be sent electronically.

Tick address to be used for postal correspondence Home Work

Please only tick one box per category

Type of organisation Insurance company Broker/Intermediary Lloyd’s Reinsurance company/broker

Loss adjuster/Loss assessor Bank/Building Society Consultancy Legal

Other

Area of work Underwriting Claims/Loss adjusting Broking Sales/Marketing

Risk management/ Administration/ Compliance HR/Training

Surveying Processing

Finance Other

Job category Administrative Technical Advisory Supervisory/Controller

Middle management Senior management Executive (CEO, Director) Business owner

(Branch, Office, Dept) (General, Head of)

Other

Is your employer a member of a network or does it work with a compliance services provider? Yes No

If yes, please specify

Please turn over

Certificate/Diploma/Advanced Diploma in Insurance Application Form – IC005 (11/09)

Enter your name

Section B – Qualifications held

Please note that in order to be eligible for CII accreditation of prior learning, your non-CII qualification must match at least 80% of the syllabus and 70% of
the assessment format of a current CII examination unit. All syllabuses for CII units can be found at www.cii.co.uk/gi-qualifications under the relevant
qualification sections.
In line with other professional bodies, academic qualifications (e.g. university degrees, HNDs, etc.) completed more than 10 years ago will not be considered for
accreditation. Please refer to the CII website www.cii.co.uk/individual-accreditation for further details of the accreditation rules and requirements.
Please complete this section with the details of the examination units you are seeking prior learning credits for.

Qualifications/examinations held Awarding body Date of award CII unit(s) in Certified copy Certified copy
• Please use exact wording as it appears respect of which of your of transcript
on your certificate(s) you are seeking qualification/ of individual
• Please state your qualification title, not just to claim credits examination modules
your professional designation. Accreditation certificate completed
cannot be awarded for exemptions made by as part of
another awarding body. an overall
qualification,
e.g. university
degree
tick tick
Copy Copy
Enclosed Enclosed

tick tick
Copy Copy
Enclosed Enclosed

tick tick
Copy Copy
Enclosed Enclosed

tick tick
Copy Copy
Enclosed Enclosed

Important notes:
• Applications cannot be considered without evidence of qualifications. All photocopies must be certified as true copies of the originals by a current member of the
CII or the Personal Finance Society, or a local, associated or affiliated institute official, whose CII PIN should also be provided (where applicable). Alternatively,
a public notary may certify these documents as true copies, providing their full name and company address.
• They should confirm by: signing the photocopy; printing their name; including their permanent identity number (PIN) where applicable; indicating the
capacity in which they are signing; and confirming they have inspected the original and the photocopy is a true representation.
• Self-certified documents will not be accepted.

Section C – Fees
Please refer to www.cii.co.uk/individual-accreditation for a guide to fees, however please do not send payment at this time. If you are granted any credits you will
be advised of the fee payable.

Section D – Declarations
I apply for accreditation in the unit(s) indicated above.
Terms and conditions
I have read and agree to the terms and conditions in applying for accreditation of prior learning as indicated above.
Data Protection and Privacy
The CII is registered under the Data Protection Act 1998 and will ensure that in providing products and services to you, it (and its business associates) will
process your personal data fairly. By submitting this application, I consent to the CII processing my data. Full details are included in the CII Data Protection and
Privacy statement which is available on the CII’s website.
We may from time to time wish to draw your attention to other CII products and services which are likely to be of interest to you. The CII will assume that you
consent to us using your data in this way, unless you tick the following box.
We may also share your data with third parties who will use this for similar purposes, but will never sell your personal data to third parties. The CII will assume
that you consent to us using your data in this way, unless you tick the following box.

Signed Date

Please send this form to CII, Customer Service, 42–48 High Road, South Woodford, London E18 2JP
For any queries please refer to www.cii.co.uk/individual-accreditation or call +44 (0)20 8989 8464