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Holding the Certificate in Financial Planning (now withdrawn) |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:
|
| 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.