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Designations

Completing one of the CII’s qualification is universally recognised as evidence of knowledge and technical expertise. It’s a mark of achievement you should be proud of and displaying your designatory letters enables you to promote your technical competence and ongoing commitment to professional standards with pride.

Our designations are more than just letters after your name, they 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 CII Code of Ethics.


As you progress through our qualification framework, your membership category changes to reflect the level of qualification you hold.

The table below shows the designations available at each membership level, along with the eligibility criteria:

Level Overview/criteria Fee (UK)
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Holding the Certificate in Financial Planning (now withdrawn)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:

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)

 


For more designations available for financial service professionals please click here.