Designed for financial advisers and insurance agents working
outside the UK, this single-unit Award provides a solid grounding
in the core financial and life assurance products and offers
guidance on what constitutes professional practice, thereby
providing a framework for ethical behaviour.
With over 6,500 holders to date across 80 countries, the Award
in Financial Planning is the benchmark qualification for this
What will I learn?
At the end of this unit, you should be able to demonstrate your
knowledge and understanding in the following areas:
- the client's needs;
- the fact-finding process;
- good practice;
- protection products;
- savings and investment products;
- pension products.
Why the Award in Financial Planning?
The Award delivers many advantages:
- Upon completion, CII members are eligible to use the
designation 'CII (Award)'. Continuing Professional Development
- Entry comes as a complete package for a single fee: study text,
examination guide and examination sitting.
- On passing the exam, you will hold one of the three Awards
needed to complete the Certificate in Insurance and Financial
- Provide 15 Certificate-level credits towards completion of the
CII's higher level qualifications (subject to completion
requirements and excluding the Certificate in Insurance which is
subject to UK regulation).
Is the Award suitable for me?
The Award is open to anyone working outside the UK in the
insurance and financial services sector irrespective of educational
background or experience.
In a growing number of territories the Awards meet the
regulatory qualification requirements relevant to advisers. In
other non-regulated environments they frequently provide a
development pathway where no local educational and professional
provision is available.
The Award is particularly suitable for:
- Non-UK financial advisers and insurance agents working
outside the UK.
- Non-UK financial advisers needing to satisfy the minimum
operating standards set by a local regulator.
Your next step
Upon completion, CII members are eligible to use the designation
'CII (Award)'. Continuing Professional Development requirements
The Award also supports ongoing professional development as, on
passing the exam, you will hold one of the three Awards needed to
Certificate in Insurance and Financial Services.
Enrol online here. Alternatively download the
application form above or contact our Customer Service team on +44
(0)20 8989 8464 or email firstname.lastname@example.org