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Chartered Insurance Institute
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Building knowledge, developing core competence

The Level 3 Certificate in Insurance is a core qualification for insurance staff working across all sectors of the industry. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements. 

It provides a grounding in basic insurance principles including the regulatory environment, key disciplines of underwriting and claims, in addition to popular products such as motor, household, healthcare and packaged commercial insurances. 

Read the Certificate in Insurance specification »

Who it’s for

  • Apprentices undertaking the Level 3 Advanced Apprenticeship in Providing Financial Services or the Level 3 Insurance Practitioner Apprenticeship.
  • Anyone working in specific technical claims handling or underwriting roles within a call or service centre environment.
  • 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. 

Completion requirements

The Certificate comprises one compulsory unit and two elective units from across the CII insurance qualifications framework, providing a total of 40 credits upon successful completion.

See the ‘Key information’ overlay to the right of this page for full details.

Members are also entitled to use the designation Cert CII, subject to membership and Continuing Professional Development (CPD) requirements.

Before embarking study, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate. Find out more about recognition of prior learning »

Learning Support

A range of study materials are available, including: study texts, revision aids, ebooks and key fact booklets. For full unit availability, click the unit links to the right of this page.

Key information

What does this qualification involve?

The Certificate comprises one compulsory unit and two elective units from across the CII insurance qualifications framework, providing a total of 40 credits upon successful completion.

Candidates are required to take one of the following compulsory units:

  • (IF1) Insurance, legal and regulatory; or
  • (LM1) London market insurance essentials and (LM2) London market insurance principles and practices; or
  • (W01) Award in General in Insurance
    Note: Non-UK candidates only

There is no prescribed order in which units must be taken, but it is strongly recommended that you sit the required compulsory unit(s) first as these provide foundation knowledge upon which the others build.

For unit syllabuses, return to the Certificate in Insurance landing page, and click on the ‘Syllabuses’ link to the right of the page.

Overview of Certificate-level units:

Unit

Assessment format

Study hours

Credits awarded

 

 

 

 

(LM1) London market insurance essentials

·         1 hour exam

·         50 multiple choice questions

·         70% nominal pass mark

40

10

(LM2) London market insurance principles and practices

 

·         2 hour exam

·         55 multiple choice questions and 4 case studies

·         70% nominal pass mark

60

15

(LM3) London market underwriting principles

·         2 hour exam

·         75 multiple choice questions

·         70% nominal pass mark

60

15

(IF1) Insurance, legal and regulatory - Compulsory unit

·         2 hour exam

·         100 multiple choice questions

·         70% nominal pass mark

50

15

(IF2) General insurance business

·         2 hour exam

·         100 multiple choice questions

·         70% nominal pass mark

50

15

(IF3) Insurance underwriting process

·         2 hour exam

·         75 multiple choice questions

·         70% nominal pass mark

50

15

(IF4) Insurance claims handling process

·         2 hour exam

·         75 multiple choice questions

·         70% nominal pass mark

50

15

(IF5) Motor insurance products

·         2 hour exam

·         50 multiple choice questions plus 5 case studies, each comprising multiple choice questions

·         70% nominal pass mark

50

15

(IF6) Household insurance products

·         2 hour exam

·         50 multiple choice questions and 5 case studies, each comprising multiple choice questions

·         70% nominal pass mark

50

15

(IF7) Healthcare insurance products

·         2 hour exam

·         100 multiple choice questions

·         70% nominal pass mark

50

15

(IF8) Packaged commercial insurances

·         2 hour exam

·         75 multiple choice questions

·         70% nominal pass mark

50

15

(IF9) Customer service in insurance

·         1 and a half hour exam

·         50 multiple choice questions written to 10 case studies

·         70% nominal pass mark

50

15

(I10) Insurance broking fundamentals

·         2 hour exam

·         65 multiple choice questions and two case studies each comprising 5 MCQs

·         70% nominal pass mark

50

15

(I11) Introduction to risk management

·         2 hour exam

·         75 multiple choice questions

·         70% nominal pass mark

50

15

Find out more about assessment methods, including exam policies and centres »

Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units »

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.

Insurance qualifications framework enhancements

Following the latest review of the CII insurance qualifications framework, a range of enhancements are being introduced that will take effect between now and 2018.

Syllabuses

IF1 Insurance, legal and regulatory

Objective

To provide knowledge and understanding of the basic principles of insurance, including the main legal principles related to insurance contracts, the main regulatory principles related to insurance business and the key elements to protect consumers.

 

IF2 General insurance business

Objective

To provide knowledge and understanding of basic insurance products and practice, including underwriting and policy wordings, claims, customer service and information and communication technology.


Read about updates that will affect Certificate in Insurance units »

IF3 Insurance underwriting process

Objective

To provide knowledge and understanding of the role of underwriting including identification, assessment and acceptance of risk, rating and relevant financial factors.

IF4 Insurance claims handling process

Objective

To provide knowledge and understanding of the claims handling process including notification, assessment, settlement and associated financial factors.

IF5 Motor insurance products

Obective

To provide knowledge and understanding of the practices and procedures connected with private motor, motorcycle and commercial motor insurance, with reference to applicable legal and regulatory considerations and to develop in candidates an ability to apply product knowledge and understanding on straightforward cases where unaccompanied but supervised advice is given.

IF6 Household insurance products

Objective

To provide knowledge and understanding of the practices and procedures of household insurances and associated forms of cover and to develop in candidates an ability to apply product knowledge and understanding on straightforward cases where unaccompanied but supervised advice is given.

IF7 Healthcare insurance products

Objective

To provide knowledge and understanding of the fundamental principles and practices relating to healthcare insurance.

IF8 Packaged commercial insurances

Objective

To provide knowledge and understanding of the development and design of packaged commercial policies, scope of cover provided by the most common forms of packaged commercial policy; and arrangement and operation of packaged commercial insurance contracts.


Read about updates that will affect Certificate in Insurance units »

IF9 Customer service in insurance

Objective

To provide knowledge and understanding of the customer service within the context of an insurance environment.


Read about updates that will affect Certificate in Insurance units »

I10 Insurance broking fundamentals

I11 Introduction to risk management

Objective

This unit gives a comprehensive introduction to the world of risk management by outlining the important issues surrounding risk management and the many factors that might increase an organisation's exposure to risk.


Read about updates that will affect Certificate in Insurance units »

LM1 London market insurance essentials

This unit provides an essential grounding in the workings of the London insurance market and is ideal for anyone starting their career in this area. It can serve as a standalone learning programme for anyone in a support function such as HR or finance, or it can be the first stage of a more in-depth learning pathway for those employed in a more technical role. 

This unit is worth 10 credits at Certificate in Insurance level in the CII qualification framework.

Read about updates that will affect Certificate in Insurance units »

LM2 London market insurance principles and practices

This unit provides a broader understanding of insurance process and practice across the London market.

Read about updates that will affect Certificate in Insurance units »