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Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers. The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

Designations

Completing a Chartered Insurance Institute qualification is universally recognised as evidence of knowledge and technical expertise. Displaying your designatory letters enables you to promote your technical competence and ongoing commitment to professional standards.

Our designations represent dedication to self-improvement and adherence to clear standards of practice and behaviour and as such come with a commitment to Continuing Professional Development (CPD) and adherence to the Chartered Insurance Institute Code of Ethics. As you progress through our qualification framework, your membership category changes to reflect the level of qualification you hold.

Level

Overview/criteria

Eligibility

Ordinary CertPFS

Holding the Certificate in Financial Planning (now withdrawn)

CertPFS (Paraplanning)

Holding the Certificate in Paraplanning

CertPFS (Securities)

Holding the Certificate in Securities Advice and Dealing

CertPFS (DM)

Holding the Certificate in Discretionary Investment Management

Certificate CII Award

If you have completed:

  • Award in General Insurance
  • Award in Financial Planning
  • Award in Customer Service in Insurance
  • Award in Bancassurance
  • Award in Investment Planning
FAIQ (CII)

If you have completed the Financial Advisers' International Qualification

Cert SMP Certificate in Advanced Mortgage Advice and member of the Society of Mortgage Professionals
Cert CII Certificate in Insurance or the Certificate in Insurance and Financial Services
Cert CII (Claims) Certificate in Insurance, including one of the following units: IF4, M85 or 820
Cert CII (Life and Pensions) Certificate in Financial Services, via the life and pensions route
Cert CII (London Market) Certificate in Insurance, including the Award in London Market Insurance
Cert CII (Health and Protection) Certificate in Insurance, including at least two of the following units: IF7, P63, P64, R05, GR1
Cert CII (Protection) Certificate in Insurance, including units R05 and IF9
Cert CII (Insurance Broking) Certificate in Insurance, including one of the following units: I10, M81, 930
Cert CII (Customer Service) Certificate in Insurance, including the unit IF9
Cert CII (MP) Certificate in Mortgage Advice and is a member of the Society of Mortgage Professionals
Certs CII (MP & ER) Certificate in Equity Release and is a member of the Society of Mortgage Professionals
Cert CII (FS) Certificate in Regulated Financial Services Operations (previously known as the Certificate in Financial Services)

 

Discover more designations available for financial service professionals.