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Chartered Insurance Institute
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Starting CII study

Studying for a qualification can sometimes seem quite daunting, especially if you've been out of formal education for a while. But there's no need to worry. If you plan properly, and take advantage of all the support the CII has to offer, your journey should be a smooth one.

When starting study with the CII there are a number of steps to take and decisions you'll need to make. As a guide we recommend you consider the following:

  1. Enjoy unique member benefits - joining the CII or PFS gives you an advantage by creating a platform for your study. It gives you privileged access to technical information including an archive of past papers for written exams, online technical dictionaries and additional reference material building on the core qualification study texts.

    You also get a discount of up to 28% on study materials and exam entry.
  2. Non-CII qualifications can count - if you hold a degree or professional qualification in a relevant subject, for example, accounting, business, law, finance, management or maths, you could receive credits that count towards completion of a CII qualification. In doing so, you'll avoid duplicating learning already completed and obtain your CII qualification more quickly.

    For further information visit our recognition of prior learning section where you'll find full guidance on the rules, requirements, fees and an application form.
  3. Plan your unit pathway - apart from at Award-level, our qualifications require you to complete a number of units. Some financial services qualifications are designed to meet Financial Conduct Authority (FCA) appropriate qualification requirements, and are therefore made up of specific combinations of units (we suggest these are completed in sequence as they often build upon one another).

    Insurance qualifications and other financial services qualifications allow you to self-select unit subjects according to your individual circumstances. Most of these qualifications also include a compulsory unit, providing essential foundation knowledge.
  4. Create a personalised learning programme - You can make studying simpler by taking advantage of the available support, and by selecting study and revision materials that best suit your preferred style of learning. Exam results reveal that a blended learning approach using a combination of learning and revision materials substantially increases your chance of first-time exam success.
  5. Take exams when you're ready - this is not a high pressure environment. You set your own deadline with CII exams.

    Diploma and Advanced Diploma written exams are available twice yearly: in April and October. Ensure you're ready by starting study at least four months in advance. Certificate and Diploma multiple-choice exams are offered throughout the year, so pick your choice of time and location.

    Some units are assessed by coursework, mixed assessment (coursework and multiple-choice exam) or dissertation, allowing you even greater flexibility to work your studies around the rest of your life.

Click below to compare the key components and requirements of CII qualifications.

Insurance key facts »
Financial Services key facts »