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Accelerating your professional development Insurance qualifications 2017 Information for candidates www.cii.co.uk

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Page 1: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Accelerating your professional development

Insurance qualifications2017 Information for candidates

www.cii.co.uk

Page 2: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Join today and enjoy the following exclusive benefits and career support:

• Current market information through access to a comprehensive online library

• Discounts on qualifications and learning materials and access to revision and exam resources

• Professional designation upon completion of relevant qualifications to demonstrate your knowledge and technical capability

• Career support through local institute CPD events, training and networking opportunities (UK, Channel Islands and Isle of Man only)

• Market news and updates from our award-winning membership magazine, The Journal

• CPD scheme to keep your knowledge current and compliant

• Sector specific information and support through membership of one of five specialist faculties

• Affinity benefits scheme providing a range of high street and online discounts.

Supporting your successCII membership gives you the tools and ongoing support to help achieve your professional goals.

Louise Bradley ACII Chartered Insurer Underwriter, Allianz GHO

*UK taxpayers can claim income tax relief on membership fees.

For more information and to join, visit:

www.cii.co.uk/joinOr call +44 (0)20 8989 8464

Membership from £6.24 a month*

I proudly use my Chartered membership status as a recognised and respected mark of my commitment to continued professional development at the highest level.

Page 3: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

2 Make the most of your career with CII qualifications

4 Insurance qualifications

8 Qualification units

10 Assessment methods in detail

12 Study options

14 Revision support

16 Exam entry

18 Costs, fees and refunds

20 Important information

23 Bacs and cheque payment application form

Contacting the CIIIfyouhaveanyqueriesregardingthequalificationsinthisbrochurepleasecontactCustomerService.

TheCIIiscommittedtodeliveringafirst-classserviceand,tothisend,wewelcomefeedbackonanyaspectofyourrelationshipwithourorganisation.

Pleaseforwardanyviewsyoumayhaveontheserviceyoureceive,whethertheyarepositiveorotherwise.

Wetakeallsuchcommentsseriously,answerthemindividually,andusethemtohelpensurethatwecontinuallyimprovetheserviceweprovide.

Customer Service42–48HighRoad,SouthWoodford,LondonE182JPtel: +44(0)2089898464fax: +44(0)2085303052email: [email protected]: www.cii.co.uk

The Chartered Insurance Institute (CII) Aprofessionalbodydedicatedtobuildingpublictrustintheinsuranceandfinancialplanningprofessions,theCII’s125,000memberscommittohighprofessionalstandards.

TheCIIworkswithbusinessestodevelopbespoke,company-widesolutionsthatensurecompetitiveadvantagebyenhancingemployees’technicalandprofessionalcompetence.

SuccessinCIIqualificationsisuniversallyrecognisedasevidenceofknowledgeandunderstanding.

Individually,ourmembersareabletodrivetheirpersonaldevelopmentandmaintaintheirprofessionalstandingthroughanunrivalledrangeoflearningservicesandbyadheringtotheCII’sCodeofEthics.

www.cii.co.uk

Contents

Page 4: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

2 3Make the most of your career with CII qualifications

The CII provides market-led qualifications serving all sectors of the insurance profession and catering for all levels of knowledge and experience.CompletionofthefollowingqualificationsenablesyoutouseCIImemberdesignations,whicharewidelyrecognisedandrespectedacrosstheglobalinsurancemarket.Forexamplesofhowqualificationscanbematchedtodifferentjobrolesvisitwww.cii.co.uk/insurance-routes

Furtherinformationonthesequalificationscanbefoundonthepagesoverleaf.TocomparethekeycomponentsandrequirementsofalltheCII’sinsurancequalificationsseewww.cii.co.uk/gi-keyfacts

Quality assurance at every level

Note: CIImembershipandContinuingProfessionalDevelopmentrequirementsapplytotheuseofdesignations.

Diploma in InsuranceThisqualificationrecognises‘technical’developmentachievedbythose

withagrowingunderstandingofthesector.

Dip CII

Certificate in InsuranceThisisthe‘core’levelqualification,suitableforthoseenteringthesectorandseeking

togainessentialbasicknowledgeofthemarket,keydisciplinesandproducts.

Cert CII

Award for the Foundation Insurance TestAnintroductory-levelqualification,developingfundamentalknowledgeonkeytopics.

Advanced Diploma in InsuranceThisisthe‘professional’qualificationawardedto

experiencedandexpertmarketpractitioners.

ACII

FellowshipThehighestqualificationonofferfromtheCII.

Thisrequiresthecompletionofapersonalised,structuredadvanced

professionaldevelopmentprogramme.

FCII

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 about making the right choices, the study time or the exams. If you plan properly, and take advantage of all the support the CII has to offer, your journey should be a smooth one.

Your guide to studying with usWhenstartingstudywiththeCIIthereareanumberofstepstotakeanddecisionsyou’llneedtomake.Asaguide,werecommendyouconsiderthefollowing:

Get ahead of the game by joining the CIIJoiningtheCIIgivesyouanadvantagebycreatingaplatformforyourstudy.You’llbenefitfromprivilegedaccesstotechnicalinformationincludingexamresources,onlinetechnicaldictionariesandadditionalreferencematerialbuildingonthecorequalificationstudytexts.Youalsogetadiscountofupto28%onstudymaterialsandexamentry.

Get recognition for your non-CII qualificationsIfyouholdadegreeorprofessionalqualificationinarelevantsubject,forexample:accounting,business,law,finance,management,insurance,riskmanagement,actuarialormaths;youcouldreceivecreditsthatcounttowardscompletionofaCIIqualification.Indoingso,youcouldavoidduplicationoflearningalreadycompletedandobtainyourCIIqualificationmorequickly.

Forfurtherinformationvisitwww.cii.co.uk/prior-learningwhereyou’llfindfullguidanceontherules,requirements,feesandanapplicationform.

Build a study programme around your career ambitionsOurqualificationstypicallyrequireyoutocompleteanumberofunits.Someunitsarecompulsoryastheyprovideessentialfoundationknowledge;theremaindercoverallofthecoreandmanyspecialistareasofinsurance.It’suptoyoutochooseaccordingtotherequirementsofyourcurrentrole,orofyourfuturecareerplans.Youareawardedcreditsforpassingeachunit,asyouworktowardsthetotalrequiredtopassyourqualification.Findoutabouttheavailableunitsonpages 8–9.

Create a personalised learning programmeExamresultsshowthatablendedlearningapproachusingacombinationoflearningandrevisionmaterialssubstantiallyincreasesyourchanceoffirst-timeexamsuccess.MakesureyouunderstandtherangeofCIIlearningmaterialsonoffertobuildaprogrammethatbestsuitsyourlearningstyle.Findoutmoreonpages 12–15.

Flexible and relevant testingCIIstudyoffersarangeofassessmentmethods,designedtopromotetheoptimumtypeandleveloflearningforeachqualification.

Onlinemultiplechoicequestion(MCQ)examsareofferedthroughouttheyear,typicallyweekly,sopickyourchoiceoftimeandlocation.Andincreasingly,theCIIisswitchingfromtraditionalwrittenexamstocoursework,dissertationandmixedassessment(involvesbothcourseworkandaMCQexam)whichencouragecandidatestoapplyknowledgeandexperiencegainedthroughwork.FindoutmoreaboutCIIassessmentoptionsonpage 10.

BeingregisteredwithOfqualintheRegulatedQualificationsFramework(RQF),CIIqualificationsandexaminationsarequalityassured.Theyareavailableatfivelevelsofdifficulty,cateringforarangeofknowledgeandexperience.

Levelscanbeunderstoodinthefollowingterms:

Pleaserefertopages 4–7foreachqualification’sOfqualstatus.YoucanaccessfurtherinformationonOfqualandtheRQFonlineatwww.ofqual.gov.uk.

LEVEL

6=Honours

degreestandard

=Firstyearofadegreestandard4

LEVEL=A-levelstandard3

LEVEL=GCSEstandard(gradeA*–C)2

LEVEL LEVEL

7=Masters

degreestandard

Page 5: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

4 5Insurance qualifications

OverviewTheDiplomainInsuranceisatechnicalandsupervisoryqualificationforinsurancestaffworkingacrossallareasofthesector.TheDiplomawillprovideyouwithafirmunderstandingofinsurancefundamentalsandwilldevelopadvancedtechnicalknowledge.

Entry requirementsNone,butwerecommendthatcandidatesholdtheCertificateinInsuranceor5GCSEsatgradeCorabove,orequivalent.

Completion requirementsTocompletetheDiplomayoumustobtainaminimumof120 CII credits,withatleast90creditsatDiplomalevelorabove.

Thefollowingcompulsoryunitrequirementsapply:

• (M922)Insurancebusinessandfinanceor(530)Economicsandbusiness(AdvancedDiplomainInsuranceunit);and

• (M052)Insurancelaw.

WerecommendthatallDiplomaentrantsalsositunit(IF1)Insurance,legalandregulatory,asthiscoverstheworkingsofthemarket,includingthelegalandregulatoryframeworkandtheessentialsofinsurancepractice.

TheremainingcreditscancomefromanyoftheunitsofferedwithintheCIIinsurancequalificationsframework.

Turntopages 8–11forfurtherinformationontheseunitsincludingassessmentmethods.

Recommended study timeDiplomaunits:80–120hoursperunit,dependingontheunitchosen.

Learning supportUnitstudymaterialsforthisqualificationtypicallyinclude:

• Studytextwithupdates

• RevisionMateonlinestudysupport

• Keyfactbooklet

• Revisioncourses.

Seepages 12–15 forfurtherdetails,includingunitavailabilityandfees.

CII member designation1

DipCII(seepage7forspecialistdesignations)

RQF level4

More details and to enrol onlinewww.cii.co.uk/dip-insurance

Next step qualification AdvancedDiplomainInsurance

OverviewTheAwardisanintroductory-levelqualificationthathelpsdevelopanunderstandingofkeyinsurancetopics,including:howtheinsurancemarketoperates;fundamentalriskandinsuranceprinciplesandprocedures;andcorepersonalandcommercialinsuranceproducts.

TheAwardisparticularlysuitableforthosewhoarenewtothesectorandjustbeginningstudyforaninsurancequalification,orforthoseinassociatedindustriesandsupportroleswhoneedtodemonstrateabasicunderstandingofgeneralinsurance.

Entry requirementsNone

Completion requirementsTocompleteyouneedtopassthecompulsoryFITunit.Oncompletionyouwillalsoreceive6 CII creditsthatcanbeusedtowardsotherCIIqualifications.

Turntopages 8–11forfurtherinformationonthisunitincludingassessmentmethod.

Recommended study timeAminimumof40hours.

Learning supportStudymaterialsavailablefortheAwardare:

• Studytextwithupdates

• RevisionMateonlinestudysupport

• Testguide

• Keyfactbooklet

• Questionpack

• Learninteractivetutorial

• Revisioncourse.

Seepages 12–15 forfurtherdetails,includingfees.

OverviewTheCertificateinInsuranceisacorequalificationforinsurancestaffworkingacrossallsectorsoftheprofessionandprovidescandidateswithafundamentalgroundinginkeyinsuranceprinciples,disciplines,productsandmarkets.TheCertificateallowsyoutodeveloptheknowledgeandconfidenceyouneedbeforeyoubegintofocusyoursubsequentstudiesandspecialiseaccordingtoyourambitionsandcareerrequirements.

Entry requirementsNone

Completion requirementsTocompleteyouneedtoobtainaminimumof40 CII credits.

Thefollowingcompulsoryunitrequirementsapply:

• (IF1)Insurance,legalandregulatory;or

• TheAwardinLondonMarketinsurance:(LM1)Londonmarketinsuranceessentialsand(LM2)Londonmarketinsuranceprinciplesandpractices;or

• (W01)AwardinGeneralInsurance.Note:Thisunitisonlyavailabletonon-UKcandidates.

TheremainingcreditscancomefromanyoftheunitsofferedwithintheCIIinsuranceframework.Duetotheextentofsyllabusoverlap,certaincombinationsofunitswillresultinonlyoneawardofcredits.

Note:IfyouundertakeandcompleteunitsLM1–LM3youwillgainthemorespecialisedCIILevel3CertificateinLondonMarketInsuranceratherthantheCertificateinInsurance.

Turntopages 8–11forfurtherinformationontheseunitsincludingassessmentmethod.

Recommended study timeCertificateunits:40–60hoursperunit,dependingontheunitchosen.

Learning supportUnitstudymaterialsforthisqualificationtypicallyinclude:

• Studytextwithupdates

• RevisionMateonlinestudysupport

• Keyfactbooklet

• Questionpack

• Learninteractivetutorial

• Revisioncourses.

Seepages 12–15 forfurtherdetails,includingunitavailabilityandfees.

CII member designationN/A

RQF level2

More details and to enrol onlinewww.cii.co.uk/FIT

Next step qualificationCertificateinInsurance

CII member designation1

CertCII(seepage7forspecialistdesignations)

RQF level3

More details and to enrol onlinewww.cii.co.uk/cert-insurance

Next step qualification DiplomainInsurance

Diploma in InsuranceAward for the Foundation Insurance Test (FIT)

Certificate in Insurance Important: Changes to insurance qualification completion requirements TheCIIinsurancequalificationsframeworkisregularlyreviewed,andwherenecessary,enhancedandupdatedtoreflectthecurrentandfutureneedsoftheprofession.Amajorreviewin2013resultedintheannouncementofarangeofenhancementswhichtakeeffectinthefiveyearsto2018.Theseinclude:

• Changed completion requirements–wehaveintroducedmorerobustrequirementsfortheAdvancedDiplomatoincreasetheamountoflearningatadvanced-levelandsharpenthefocusonthecoredisciplinesofbroking,underwritingandclaims.

• Enhanced subject offering –weareexpandingthesubjectsofferedtocovernewanddevelopingneeds,andtoaddressidentifiedgapsintheframework.

• Enhanced assessment methods–wehaveincreasedtheuseofcoursework,mixedassessmentanddissertationassessmentmethodstopromotethedevelopmentandapplicationofbothacademicandwork-relatedknowledge.

• Withdrawal of financial services credits–wehavewithdrawntheoptiontousecreditsgainedfromcompletingtheCII’sfinancialservicesunits,withtheexceptionofunit(J07)Supervisioninaregulatedenvironment,(R05)Financialprotectionand(GR1)Grouprisk(includingwithdrawnequivalents).CandidateswillstillbeabletoseekrecognitionofpriorlearningforrelevantexamsandqualificationsobtainedthroughotherawardingbodiesthatmatchacurrentCIIinsuranceunit.PleaseseetheChangesataglanceleafletatwww.cii.co.uk/insurance-developmentsfordetails.

Asthesechangesmayimpactonyourchoiceofstudywestronglyrecommendthatyoufamiliariseyourselfwiththeseinfull.Visitwww.cii.co.uk/insurance-developmentsformoreinformation.

Notes

1CIImembershipandContinuingProfessionalDevelopmentrequirementsapply.

2Mixedassessmentinvolvesbothcourseworkandamultiplechoicequestionexam.FromApril2017,mixedassessmentwillbeavailableformostDiplomaunits(unitcodesbeginwith‘M’ratherthan‘P’).ThewrittenexamoptionwillbeprogressivelywithdrawnfortheseunitsbyOctober2018.

Page 6: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

6 7Insurance qualifications continued

whichinvolvesa10,000worddissertationonaninsurancerelatedtopicofyourchoosing*.

Findoutmoreandregisteryourinterestatwww.cii.co.uk/im-specialisation

*Entryontothesequalificationsarelimitedinnumber.Thisreflectstheamountofworkinvolvedinassessingandacceptingproposalsandinmarkingandmoderatingcompleteddissertations,allofwhichareundertakenbyexperiencedmarketpractitioners.

Certificates and Diplomas in Life and Disability Underwriting and ClaimsTheCIIandtheAssuranceMedicalandUnderwritingSociety(AMUS)jointlydevelopedthefollowingqualifications,whichareawardedbyAMUS:

• Certificate in Life and Disability Underwriting and Certificate in Life and Disability Claims – awardedtothosewhocompletetheunit(P61)Life,criticalillnessanddisabilityunderwritingor(P62)Life,criticalillnessanddisabilityclaimsrespectively.TheAMUScriteriaforthesecertificatesisshownatwww.amus.org.uk/education.html

• Diploma in Life and Disability Underwriting and Diploma in Life and Disability Claims –awardedtothosecompletingunits(M05)Insurancelaw,(P63)Longterminsurancebusinessandeither(P61)Life,criticalillnessanddisabilityunderwritingor(P62)Life,criticalillnessanddisabilityclaimsrespectively.TheAMUScriteriafortheseDiplomasisshownatwww.amus.org.uk/education.html

ApplicationforthesequalificationsismadedirectlythroughAMUS.ForinformationcontactPeterBarrett,theChairoftheAMUSEducationCommitteeon+44(0)2077106744,[email protected],orwritetohimatAMUS,c/oRGAUKServicesLtd,16thFloor,5AldermanburySquare,LONDONEC2V7HR.

Sector/discipline specific designations Cert CII1ThefollowingdesignationsareavailabletoCIImemberscompletingtheCertificateinInsuranceandsatisfyingspecifiedunitrequirements:

• ‘CertCII(Claims)’–includingoneof:unitsIF4,M85or820.Facultymembershiprequirementsapply.

• ‘CertCII(CustomerService)’–includingunitIF9.

• ‘CertCII(HealthandProtection)’–includingsatisfyingoneofthespecifiedunitcombinations–seewww.cii.co.uk/cert-insurancefordetails.

• ‘CertCII(InsuranceBroking)’–includingoneof:unitsI10,M81or930.Facultymembershiprequirementsapply.

• ‘CertCII(LondonMarket)’–includingtheAwardinLondonMarketInsurance(comprisingunitsLM1andLM2),orLLMITpriorto01July2010.

Dip CII (Claims)1

‘DipCII(Claims)’isavailabletoCIImemberscompletingtheDiplomainInsuranceincludingapassinunitM85or820.Facultymembershiprequirementsapply.

FellowshipAnexclusivequalificationheldbyfewerthan6,000insurancepractitioners,Fellowship(FCII)istheCII’shighestlevelofqualificationandisgloballyrecognisedasanindicatorofexpertiseandexperience.

FellowshipisanadvancedstructuredlearningprogrammeavailabletoAdvancedDiplomainInsuranceholders.

Findoutmoreatwww.cii.co.uk/fellowship

Chartered statusCIImembersholdingtheAdvancedDiplomacanapplyforCharteredstatus(subjecttohavingfiveyears’experience,notnecessarilypost-qualification).Fourtitlesareavailablereflectingyourcareerspecialism:

• CharteredInsurer;

• CharteredInsuranceBroker;

• CharteredInsurancePractitioner;and

• CharteredInsuranceRiskManager.

Charteredstatuscementsyourprofessionalstandingandgivesyouparitywithotherprofessionalssuchasaccountantsandsolicitors.

TheCIIalsoofferscorporateCharteredstatustoqualifyingfirmsofinsurancebrokersandinsurancecompanies,furtherenhancingthevisibleprofessionalismoftheinsurancesector.TheeligibilitycriteriaforcorporateCharteredstatusincluderequirementsrelatingtotheholdingofCharteredstatusbyindividuals.

Visitwww.cii.co.uk/charteredforfurtherinformation.

Fast track and direct entry graduate and postgraduate coursesTheCIIhaspartneredwithapanelofUKuniversitiestogiveAdvancedDiplomaholdersfast-trackand/ordirectentryroutestoaprogrammeofgraduateandpostgraduatedegreecourses.

TheserangefromBachelordegreesinfinancialservicesandmanagementservicestoMastersininsuranceandriskmanagement,finance,marketingandbusinessadministration.Courseformatincludesbothfull-timeandpart-timestudyand,insomeinstances,distancelearning.

Formoreinformationonavailablecoursespleasevisit:www.cii.co.uk/degreecourses

BysittingcertaincombinationsofunitsyoucanacquireotherqualificationsonthewaytocompletingtheCertificate,DiplomaandAdvancedDiploma.

Award in London Market Insurance (ALMI)AspecialistqualificationforthoseworkinginorwiththeLondonMarket,theCIILevel3AwardinLondonMarketInsurance(ALMI)comprisestwounits(LM1)Londonmarketinsuranceessentialsand(LM2)Londonmarketinsuranceprinciplesandpractices.

TheAwardprovidesabroadunderstandingofinsuranceprocessandpracticeacrosstheLondonMarketaswellasdetailedunderstandingoftechnicaltopics.Formoreinformation,visit:www.cii.co.uk/almi

NEW: Certificate in London Market InsuranceBuildingonintroductoryknowledgegainedfromtheAwardinLondonMarketInsurance(ALMI),theCIILevel3CertificateinLondonMarketInsuranceincludestheadditionofcompulsoryunit(LM3)Londonmarketunderwritingprinciples.TheCertificatedevelopsknowledgeandunderstandingoftheunderwritingdisciplineswithintheLondonMarket,keyelementsofthecycle,andexplorestheopportunitiesandchallengesposedbyusingdifferentdistributionchannelssuchasdelegatedunderwriting.Uponsuccessfulcompletion,CIImemberswillbeentitledtousethedesignation‘CertCII(LondonMarket)’1.

Formoreinformation,visit:www.cii.co.uk/cert-lmi

Certificate in Contract WordingTheFinancialConductAuthorityrequirestheprovisionofclear,comprehensiveandfully-agreedpolicywordingsbeforeinceptiontoallpolicyholders.

TheCII’sCertificateinContractWordingenablesindividualsandorganisationstomeetthisrequirement,developingknowledgeofthepracticalapplicationofwordingsandtheissuesassociatedwiththem.

ToacquiretheCertificate,youmustpasstwounitsfromtheDiplomainInsurance:(P21/M212)Commercialinsurancecontractwordingand(M05)Insurancelaw.Formoreinformation,visit:www.cii.co.uk/cert-contract-wording

Certificate in London Market Insurance Specialisation Thisadvanced-levelqualificationhasbeendevelopedforLondonMarketspecialists,inpartnershipwiththeLloyd’sMarketAssociation(LMA).ItisrecognisedatLevel7withOfqualintheRQF.

YoucanachievethequalificationbycompletingoneAdvancedDiplomalevelunit:(991)Londonmarketinsurancespecialisation,whichinvolvesa10,000worddissertationonatopicofyourchoosingrelevanttotheLondoninsurancemarket*.

Findoutmoreandregisteryourinterestatwww.cii.co.uk/lm-specialisation

Certificate in Insurance Market SpecialisationThisadvanced-levelqualificationdevelopedforthebroaderinsurancecommunityisrecognisedatLevel7intheRQF.

CandidatescanachievethequalificationbycompletingoneAdvancedDiplomalevelunit:(994)Insurancemarketspecialisation,

Beyond the Advanced Diploma Specialist qualification options

Notes1CIImembershipandContinuingProfessionalDevelopmentrequirementsapply.

2Mixedassessmentinvolvesbothcourseworkandmultiplechoicequestionexam.FromApril2017,mixedassessmentwillbeavailableformostDiplomaunits(unitcodesbeginwith‘M’ratherthan‘P’).ThewrittenexamoptionwillbeprogressivelywithdrawnfortheseunitsbyOctober2018.

OverviewTheAdvancedDiplomainInsuranceisaprofessionalqualificationforinsurancestaffworkingacrossallareasofthesector.Itprovidesanenhancedunderstandingofinsurancepractice,bothintermsoftechnicalsubjectmatterandoverallapplicationskills.

TheAdvancedDiplomaisacomprehensiveassessmentofmarketknowledgeandunderstanding.InbecomingAdvancedDiplomaqualifiedyoujointhecommunityofproveninsuranceprofessionals.Widelyrecognised,itisevidenceofyourcommitmentandabilityandcanbeyourpassporttoasuccessfulandfulfillingcareer.

Entry requirementsNone,howeveritisrecommendedthatcandidatesholdtheDiplomainInsuranceor3A-levelsorequivalent.

Completion requirementsTocompletetheAdvancedDiplomayoumustobtainaminimumof290 CII credits,withatleast205creditsatDiploma-levelorabove,includingatleast150creditsatAdvancedDiploma-level.

Thefollowingcompulsoryunitrequirementsapply:

• (M922)Insurancebusinessandfinanceor(530)Economicsandbusiness;and

• (M052)Insurancelaw; and

• One of (820)Advancedclaims; or(930)Advancedinsurancebroking;or(960)Advancedunderwriting.

TheremainingcreditscancomefromanyoftheunitsofferedwithintheCIIinsuranceframework.

Turntopages 8–11 forfurtherinformationontheseunitsincludingassessmentmethods.

Recommended study timeAdvancedDiploma:120–180hoursperunit,dependingontheunitchosen.

Learning supportUnitstudymaterialsforthisqualificationtypicallyinclude:

• Studytextwithupdates

• RevisionMateonlinestudysupport

• Revisioncourses.

Seepages 12–15forfurtherdetails,includingunitavailabilityandfees.

CII member designation1

ACIIandCharteredstatus

RQF level6

More details and to enrol onlinewww.cii.co.uk/adip-insurance

Next step qualification Fellowship;orSeegraduateandpostgraduatecourses

Advanced Diploma in Insurance

Page 7: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

8 9

Assessment methodEachunitcoversanindividuallyassessedtopic.Assessmentmethodsvaryanddependonaunit'slevelandsubjectmatter.

Online examMultiplechoicequestions,typicallytestedweekly,atonlineexamcentres,withimmediatenotificationofresults.Offeredaspaper-basedexamsoutsidetheUKinAprilandOctoberwithresultsissuedafterfiveweeks.

Written examTestedinAprilandOctober.See page 16forinformationonresultreleasedates.

Mixed assessment Acombinationofasinglecourseworkassignmentwhichmustbepassedwithinsixmonthsandamultiplechoicequestionexamwhichmustbepassedwithin18months.

Coursework assignments Threeassignmentswhichmustbepassedwithina12monthenrolmentperiod.

Dissertation Adissertationonanagreedsubjectwhichmustbecompletedwithin18months.

Seeoverleafformoreinformationoneachunit’sassessmentmethod.

Unit syllabuses CIIunitsarebasedonthepublishedsyllabuseswhichsetoutthelearningoutcomesexpectedofcandidatesduringtheassessment.Itisessentialthatyoufamiliariseyourselfwiththesebeforecommencingstudy.

Syllabusesmayalsospecifyentryguidance,whereexistingknowledgegainedfrompreviousstudyisrequired,andidentifypublishedmaterialdesignedtohelpcandidatesprepareforexamsorcourseworkassessment.Visitwww.cii.co.uk/qualifications(andselectyourqualification)todownloadunitsyllabuses.

(FIT) Foundation Insurance Test6credits,40studyhours

(LM2) London market insurance principles and practices15credits,60studyhours

(IF7) Healthcare insurance products115credits,60studyhours

(IF9) Customer service in insurance 15credits,60studyhours

(I10) Insurance broking fundamentals15credits,60studyhours

(I11) Introduction to risk management 15credits,60studyhours

(LM1) London market insurance essentials1 10credits,40studyhours

(IF6) Household insurance products 15credits,60studyhours

(IF5) Motor insurance products15credits,60studyhours

(IF4) Insurance claims handling process 15credits,60studyhours

(IF3) Insurance underwriting process 15credits,60studyhours

(IF2) General insurance business1 15credits,60studyhours

(IF1) Insurance, legal and regulatory115credits,60studyhours

(P97/M972) Reinsurance 30credits,120studyhoursLast P97 written exam Oct 17

(997) Advanced risk financing and transfer 30credits,150studyhours

(996) Strategic claims management30credits,150studyhours

(990) Insurance corporatemanagement30credits,150studyhours

(991) London market insurance specialisation50credits,180studyhours

(992) Risk management in insurance 30credits,150studyhours

(993) Advances in strategic risk management in insurance 50credits,180studyhours

(994) Insurance market specialisation50credits,180studyhours

(995) Strategic underwriting 30credits,150studyhours

(960) Advanced underwriting1

30credits,150studyhours(945) Marketing insuranceproducts and services30credits,150studyhours

(930) Advanced insurance broking 30credits,150studyhours

(820) Advanced claims30credits,150studyhours

(590) Principles of Takaful30credits,120studyhours

(530) Economics and business30credits,150studyhours

Qualification units

Once you’ve selected your chosen qualification and understood the completion requirements, you’ll need to plan your unit pathway. This section gives you more information about each unit and highlights where you can find further information online.

Notes

1ThisunitistreatedasequivalenttoacurrentorwithdrawnCIIunit.Referto‘CIIcreditawardsforsimilarunits’onpage 11formoreinformation.

2Mixedassessmentinvolvesbothcourseworkandamultiplechoicequestionexam.FromApril2017,mixedassessmentwillbeavailableformostDiplomaunits(unitcodesbeginwith‘M’ratherthan‘P’).Thewrittenexams,testedtwice-yearlyinAprilandOctober,willbeprogressivelywithdrawnfortheseunitsbyOctober2018.

3.TosatisfytheDiplomaandAdvancedDiplomacompletionrequirementsyoumustholdcompulsoryunits:M92or530,andM05.FortheAdvancedDiploma,youmustadditionallyholdoneofthecompulsoryunits:820,930or960.

4.TosatisfytheCertificatecompulsoryunitsyoumustholdunitIF1orLM1andLM2.

Advanced Diploma in Insurance

Diploma in Insurance

Certificate in Insurance

(P86/M862) Personal insurances20credits,80studyhours

(P64) Private medical insurance practice1 25credits,100studyhours

(P61) Life, critical illness and disability underwriting1

30credits,80studyhours

(M922) Insurance business and finance125credits,100studyhours

(M802) Underwriting practice 20credits,80studyhours

(M052) Insurance law1

25credits,120studyhours

(P90/M902) Cargo and goods in transit insurances 25credits,100studyhours

(P66/M662) Delegated authority 25credits,100studyhours

(P67/M672) Fundamentals of risk management1

25credits,100studyhours

(IF8) Packaged commercial insurances 15credits,60studyhours

(P62) Life, critical illness and disability claims1

30credits,120studyhours

(M812) Insurance broking practice 20credits,80studyhours

(P63) Long term insurance business1

25credits,100studyhours

(M852) Claims practice20credits,80studyhours

(P21/M212) Commercial insurance contract wording 20credits,100studyhoursLast P21 written exam Oct 17

(P93/M932) Commercial property & business interruption insurances25credits,100studyhoursLast P93 written exam Oct 17

(P94/M942) Motor insurance25credits,100studyhoursLast P94 written exam Oct 17

(P96/M962) Liability insurances25credits,100studyhoursLast P96 written exam Oct 17

Award for the Foundation Insurance Test

(P91/M912) Aviation and space insurance1 30credits,120studyhours

NEW

NEW

NEW

(P98/M982) Marine hull and associated liabilities1 30credits,100studyhours

COMPULSORY3 COMPULSORY3 COMPULSORY3 COMPULSORY3

COMPULSORY3

COMPULSORY4

COMPULSORY4

COMPULSORY3

COMPULSORY4

(LM3) London market underwriting principles15credits,60studyhours

NEW

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10 11Assessment methods in detail

Online examAvailablefortheFoundationInsuranceTest(FIT)aswellasallCertificate-levelunits.Examsare1–2hoursinlength,multiplechoicequestion(MCQ)formatandarecompletedon-screen.Theseareavailableyear-roundatover40centresacrosstheUK.

OutsideoftheUKtheseareheldaspaper-basedMCQexams,availabletwice-yearlyinAprilandOctoberatalmost120examcentres.Seepage 13–‘Studyoptionguidance–Examassessedunits’forinformationonthestudytextenrolmentperiod.

Formoreinformationvisitwww.cii.co.uk/online

Written examThisDiplomaandAdvancedDiploma-levelassessmentmethodinvolvescompletionofapaper-basedwrittenexam.Examsare2–3hoursinlengthandmayincludecasestudy,essayandshortanswerquestions.Availabletwice-yearlyinAprilandOctoberatmorethan50examcentresintheUKandalmost120examcentresoutsideoftheUK.

Writtenexamshavebeenreplacedbycoursework/dissertationforallAdvancedDiplomaunitsexcept(590)PrinciplesofTakaful,andwillbereplacedbymixedassessmentformostDiplomaunitsbyOctober2018.Findoutmoreaboutthisandotherchangestotheinsurancequalificationsframeworkatwww.cii.co.uk/insurance-developments

Mixed assessmentThisDiploma-levelassessmentmethodinvolvesthecompletionofonecourseworkassignmentandonemultiplechoicequestion(MCQ)examwithinan18monthenrolmentperiod.Theassignmentrequirescompletionofanumberofscenario-basedquestionsandmustbecompletedwithinthefirstsixmonthsofenrolment.TheMCQexammaybecompletedatanytimeduringtheenrolmentperiodandis60–90minutesinduration,dependingontheunitchosen.MCQexamsareavailableyear-roundatonlineexamcentresthroughouttheUK.OutsideoftheUKMCQexamsareheldtwiceyearlyinAprilandOctober.

TheMCQexamwillpredominantlytestknowledgeandunderstanding,withcourseworkassessmentrequiringcandidatestocombineandapplyacademictheoryandwork-gainedknowledgeandexperience,ensuringapracticalunderstandingofthesubject.

Mixedassessmentdeliversadegreeofflexibilitycomparedtothetraditionaltwice-yearlywrittenexams,allowingyoutobuildyourstudyprogrammearoundyourwork-lifecommitments.

Findoutmoreabouttheplannedroll-outandotherenhancementstotheinsurancequalificationsframeworkatwww.cii.co.uk/insurance-developments

Formoreinformationvisitwww.cii.co.uk/mixedassessment

CourseworkThisAdvancedDiploma-levelassessmentmethodinvolvesthecompletionofthreecourseworkassignmentswithina12monthenrolmentperiod.Assignmentsaretypically3,200–4,000wordsinlength,dependingontheunitselected,andaredueatregularintervalsthroughouttheenrolmentperiod.

Involvingdegree-levellearning,candidatesarerequiredtoresearchandanalysereal-lifeinsurancescenarios,applyingbothacademicstudyandwork-gainedknowledgeandexperience.

Inadditiontoitseducationalbenefits,courseworkassessmentdeliversadegreeofflexibilitycomparedtothetraditionaltwice-yearlywrittenexams,allowingyoutobuildyourstudyprogrammearoundyourwork-lifecommitments.

Formoreinformationvisitwww.cii.co.uk/coursework

DissertationAvailableforAdvancedDiplomaunits(991)Londonmarketinsurancespecialisationand(994)Insurancemarketspecialisation.Itinvolvesthesubmissionofadissertationproposalanduponapproval,completionofa10,000worddissertation,whichmustbecompletedwithinan18monthenrolmentperiod.Thisisanadvancedlevelassessmentmethodrequiringin-depthresearchandanalysis.Entryislimited,dependingontheavailabilityofsubjectmatterexperts.Entriesareacceptedonafirst-come,first-servedbasis.

Formoreinformationvisitwww.cii.co.uk/qualifications

Units Assessment method Pass mark1

Award

FIT Twohourexamcomprising100MCQs 70%

Certificate

IF1,IF2,IF7 Twohourexamcomprising100MCQs 70%

IF3,IF4,IF8,I11 Twohourexamcomprising75MCQs

IF5,IF6 Twohourexamcomprising50MCQsandfivecasestudieseachcomprising5MCQs

IF9 90minuteexamcomprising50MCQswrittento10casestudies

I10 Twohourexamcomprising65MCQsandtwocasestudieseachcomprising5MCQs

LM1 Onehourexamcomprising50MCQs

LM2 Twohourexamcomprising55MCQsandfourcasestudieseachcomprising5MCQs

LM3 Twohourexamcomprising75MCQs

Diploma

P61,P62,P63,P64,P66,P67,P90,P91,P932,P942,P962,P972,P98

Threehourexamcomprising14compulsoryshortanswerquestionsandtwocasestudy/essayquestions

55%

P212 Twohourexamcomprisingeightcompulsoryshortanswerquestionsandtwocasestudy/essayquestions

P86 Twohourexamcomprising15shortanswerquestions

M923 Courseworkassignmentwith10compulsoryscenario-basedquestions;and 60%(actualpassmark)65%

90minuteexamcomprising25multiplechoicequestions(MCQs)and5casestudieseachcomprising5MCQs

M053,M213,M803,M813,M853,M933,M943,M963,M973

M663,M673,M863,M903,M913,M983

Courseworkassignmentwith10compulsoryscenario-basedquestions;and 60%(actualpassmark)

Onehourexamcomprising50multiplechoicequestions(MCQs)

Advanced Diploma

590 Threehourexamcomprisingeightcompulsoryshortanswerquestions,onecasestudyquestionandthreeessayquestions

55%

530,820,930,945960,990,992

Threecourseworkassignmentsofupto3,200words 50%(actualpassmark)

991,994 One10,000–11,000worddissertation

993 Three4,000wordcourseworkassignments

Notes

1Exceptwherenoted,thenominalpassmarkisshown.Thefinalpassmarkmayvaryslightlyfromonesessiontoanothertoensurethatthepassstandardremainsconstant.

2FinalwrittenexamsforP21,P93,P94,P96andP97willbeOctober2017.Thereafterassessmentwillbebymixedassessmentonly.

3Mixedassessmentinvolvesbothcourseworkandamultiplechoicequestionexam.FromApril2017,mixedassessmentwillbeavailableformostDiplomaunits(unitcodesbeginwith‘M’ratherthan‘P’).ThewrittenexamoptionwillbeprogressivelywithdrawnfortheseunitsbyOctober2018.

CII credit awards for similar unitsDuetotheextentofsyllabusoverlap,certaincombinationsofunitswillresultinonlyoneawardofcredits.Wheretwocomparableunitsareheld,thehigherofthetwocreditfigureswillbeaddedtoyourCIILearningAccount.However,shouldyouwish,youmaystillchoosetositan‘overlapping’unitinordertoenhanceyourknowledge(forwhichyouwillgainnocredits).

Visitwww.cii.co.uk/similar-unitsfordetails.

65%

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12 13Study options

Study option guidance

Exam assessed unitsFIT and Certificate-level units:Studyoptionsarebasedonaspecifiedenrolmentperiod,duringwhichtimeyoushouldsittheexamwhilstyourmaterialremainscurrent,withanyupdatesbeingprovidedonline.

Studymaterialforthe2017enrolmentperiodisapplicablefortheassessmentperiod01May2016–31December2017.

Diploma and Advanced Diploma-level units:Studyoptionsfortheseunitscomewitha12monthenrolmentperiod,duringwhichtimeyoucanaccessonlinestudytextupdatesandyouwillbesentanynewstudytexteditionsthatarepublished(regardlessofwhetherornotyouholdapassintheunit).Thisensuresyourmaterialisapplicabletoatleasttwoexamsessions.

Mixed assessment Candidatesmustcompleteandpassthecourseworkassignmentwithinsixmonthsofenrolmentandonemultiplechoicequestion(MCQ)examwithin18monthsofenrolment.Thosefailingtodosowillneedtore-enrolandcompleteanewMCQexamandassignment.Intheeventofafailedassignmentormissedassignmentdeadline(resultinginatimed-outnotification),aresubmissionmaybepurchasedbycontactingCustomerService.Seepage 19forfees.Pleasenotethatamaximumoftwoassignmentresubmissionsmaybepurchasedperunitenrolment.Intheeventofafailedmultiple-choicequestionexam,thismayberebookedbycontactingCustomerService.Seepage 19forfees.

Coursework assessmentTocompletetheunit,allthreewrittenassignmentsmustbepassed,includinganyresubmissions,duringthe12monthenrolmentperiod.Otherwise,youwillneedtore-enrolandcompletethreenewassignments.Intheeventofafailedassignmentormissedassignmentdeadline(resultinginatimed-outnotification),aresubmissionmaybepurchasedbycontactingCustomerService.Seepage 19 forfees.Pleasenotethatamaximumoftwoassignmentresubmissionsmaybepurchasedperassignment.

DissertationCandidatesmustcompleteadissertationonanagreedsubjectwithin18monthsofenrolment.Afterenrolment,candidatessubmitaproposeddissertationtopicforapproval,beforecommencingworkonthedissertationitself.IntheeventofafailedassignmentaresubmissionmaybepurchasedbycontactingCustomerService.Seepage 19forfees.Pleasenotethatamaximumoftwoassignmentresubmissionsmaybepurchasedperenrolment.

Study option renewalYoucanextendthelifeofyourstudytextenrolmentonceyourcoursehasexpiredbypurchasingastudyoptionrenewal.ForFITandCertificateunitsyou’llreceivethenexteditionofthestudytexttogetherwithelectronicupdates.ForDiplomaunitsyou’llreceiveupdatesforafurther12months.Theseoptionsarerenewableonanannualbasisandyouwillbesentaletterinvitingyoutoupdateyourmaterial.Turntopage 3oftheapplicationformatthebackofthisbrochureforfeesorvisitwww.cii.co.uk/qualifications(selectyourqualificationthenunit).

RevisionMate study supportAvailabletocandidateswithacurrentstudyoptionenrolment(excludesunit(590)PrinciplesofTakaful),RevisionMategivesfreeaccesstoanunrivalledsuiteofsupporttoolsdesignedtomaximisethechancesofexamorcourseworksuccess.

Thesetypicallyinclude:

• Online study text–providedforquickreference(requiresinternetconnection)

• Study planner –buildaroutineandmanagetimemosteffectively

• Study tips–getpracticalguidanceonachievingthemostfromyourstudies

• Student discussion forum–sharecommonqueriesandlearnwithpeers

• Quiz questions–checkunderstandingofthestudytext

• Exam guide–practiseexamtechniquebydownloadingthelatestCIIexamguideor

• Specimen coursework assignment and answers–guideastothestyleandformatofcourseworkquestionsandthedepthandbreadthofanswerssoughtbyexaminers.

Formoreinformationvisitwww.cii.co.uk/revisionmate

ebooksStudytextsandkeyfactbookletsareavailableinebookformat,allowingyoutostudyonthemoveandreduceyourcarbonfootprint.Thecost(incl.VAT)isthesameastheequivalentprintedstudytext,sowhenorderingjustchoosewhichversionyouwant.

Onceordered,you’llbegivenaccesstoavarietyofformats(downloadedfromRevisionMate)suitableforthemajorityofpopulardevices,suchasiPadandKindle.ebooksrequireappropriateereadersoftwaretobeinstalledonyourportabledeviceorcomputer.Please note that once downloaded ebooks are non-refundable. ebooks are not supplied as PDF files and cannot be printed.

Studytextebooksgiveyouaccesstothesamebenefitsastheprintedstudytext,withthesameenrolmentperiod,updatestocontentandaccesstoRevisionMate.

Furtherinformationandfreesamplechapterscanbefoundonlineatwww.cii.co.uk/ebooks

Delivery of materialsPrintedOncewe’vereceivedyourorderyoushouldallowfivedaysfordeliveryofprintedmaterialwithintheUKand21daysoutsidetheUK.StudyoptionsdeliveredtoaUKaddresswillneedtobesignedforandincludeemail/SMSdeliverynotificationsandonlinetracking.Tobekeptupdatedontheprogressofyourdeliverypleaseensureyouhaveprovideduswithavalidemailaddressandmobilenumber.Postagefeesapply.Formoreinformation,pleaserefertosectionDoftheapplicationformforBacsandchequespayments.

Electronic Formaterialreceivedelectronically,suchasebooks,weaimforsame-daydeliveryforordersreceivedbeforemidday,MondaytoFriday.Onceavailable,you’llreceiveanemailwithinstructionsonhowtoaccessyourmaterial.

Exam entry fees Whereexamistheselectedassessmentmethod,thereisastandardexamentryfeeperunit.Seepages 18–19fordetails.

Study options Qualifications/units

Cost per unit

Member Non-member

Blended learning programmeIncludes:studytextwithupdates,RevisionMateonlinestudysupport(whichincludesthelatestexamguide),keyfactbooklet,Learninteractivetutorial,firstexamentryand20%offanyrevisioncoursefortheunitselected.

Seepage 14forinformationonrevisionaids.Non-memberswhojoinatthepointofpurchasebenefitfromawaiverofthemembershipadmissionfee.

Important note:Werecommendyousittheexamduringyourstudyoption’stesting/enrolmentperiod(fordetailssee‘Studyoptionguidance’forexamassessedunitsopposite).However,exams can be sat up to 18 months from the point of purchase andastudyoptionrenewalserviceisavailableifneeded.

Certificate units:IF1–IF8

£259 £327

Packagepricesincludea20%discountonindividualmemberandnon-memberprices.

Study text and exam package Thisincludesastudytextwithupdates(see‘Studytextwithupdates’belowformoreinformation)andfirstexamentry.Seeimportantnoteaboveregardingexamentryexpiry.

FIT £122 £152

LM1,LM2,LM3 £228 £299

590 £271 £342

Study text with updatesThisoffersstructuredself-studythatdevelopsunderstandingandlearningoftheexamsyllabus.Chaptersclearlydefinelearningoutcomesandincludeself-testquestions.Studytextsareofferedineitherprintedorebookformat.IncludeselectronicupdatesandaccesstoahostofonlinestudysupportservicesthroughourRevisionMatestudytool(RevisionMatenotavailableforunit590).

*Non-EU candidates:CIIebooksattractValueAddedTax(VAT)intheEU.Non-EUcustomersselectingtheebookoptionpaythe‘excl.VAT’price.

Exam-assessed Diploma units

£144(ebookexcl.VAT£120)*

£168(ebookexcl.VAT:£140)*

Certificate units: IF1–IF9,I10,I11

£122(ebookexcl.VAT£101.67)*

£152(ebookexcl.VAT:£126.67)*

Mixed assessment and study text Thisoptionincludestheprovisionofastudytextwithupdatesandisassessedbyacombinationofcourseworkandmultiplechoicequestionexam.FromApril2017,mixedassessmentwillbeavailableformostDiplomaunits.

Seeoppositeformoreinformationandvisitwww.cii.co.uk/mixedassessment

Diploma units: M05,M21,M66,M67,M80,M81,M85,M86,M90,M91,M92,M93,M94,M96,M97,M98

£408 £496

Coursework assessment and study textThis12monthlearningcourseincludestheprovisionofastudytext(seeaboveformoreinformation)forallunitsexcept993andmarkingofaseriesofassignments.

Seeoppositeformoreinformationandvisitwww.cii.co.uk/courseworktoaccesscandidateguidelinesandinstructionspriortoenrolling.

Advanced Diploma units: 530, 820,930,945,960,990,992,995,996,997

£443 £530

Advanced Diploma unit: 993

£1,109 £1,384

Dissertation This18monthAdvancedDiploma-leveltutorassistedlearningcourseincludesassessmentofthedissertationbysubjectmatterexperts.Thereisnostudytextforthisoption.

Advanced Diploma units: 991,994

£1,109 £1,384

Once you’ve chosen your unit you can purchase a corresponding study option, which provides core learning support across the unit syllabus.

Order securely onlineOrders can be placed online by visiting www.cii.co.uk/qualifications and selecting your qualification then unit.

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14 15

When?Revisioncoursesforunitsassessedbywrittenexamareusuallyscheduled3–4weeksbeforetheAprilandOctoberexamsessions.

Coursesforunitsassessedbymultiplechoicequestionexamsorcourseworkareofferedthroughouttheyearaccordingtodemand.

Where?CoursesareheldthroughouttheUK,andwhilstlocationsvaryaccordingtodemand,venuesinclude:London,Birmingham,BristolandDoncaster.

Making your choiceThelatestcoursedatesandlocationscanbeviewedonlineatwww.cii.co.uk/examsuccess

AlternativelyyoucancontactCustomerServiceon+44(0)2089898464.

Revision support

You can supplement your core learning by accessing a range of revision aids, each developed to maximise your chance of passing.

Revision aids Units Cost per unit

Member Non-member

Exam guidesForwrittenexamsthesecompriseapastpaperwithexaminers’commentsoncandidates’performanceandkeypointsforinclusioninyouranswers.Foronline-testedunitsthesecompriseacompletemockexamandanswers,highlightingsyllabusareascoveredandusefulhints.Specimencourseworkassignmentsareavailablefreeofchargeforunitswhichoffermixedassessmentorcourseworkassessment.

Study option enrollees can download the latest exam guide for free from RevisionMate. Alternatively,theseareavailabletopurchaseonlineatwww.cii.co.uk/qualifications(suppliedasPDFfilesforyoutoprintoff).

Available for exam-assessed units (excl.590)

Freepapersareavailableforallcourseworkunits.

£12

(£10excl.VAT)*£13

(£10.83excl.VAT)*

Key fact bookletsKeyfactbookletssummarisethekeyinformationcontainedinthestudytextandareperfectforstudyingwhilsttravellingtoandfromworkorinsituationswhenreadingastudytextisimpractical.Availableaseitherprintedpocket-sizedbookletsorinebookformat.Thecostofe-keyfactbookletsincludesVAT,seethe‘ebooks’sectiononpage 13formoreinformation.

FIT,IF1–IF9,I10,I11,LM1–LM3,M05,M80,M81,M85,M92

£26 £31

Question packs DeliveredonlinethroughRevisionMate,questionpacksprovidecomprehensive,flexibleandinteractiveself-testingoftheunitsyllabus.Dependingontheunitchosen,thesecontain150–225questions.

FIT,IF1–IF9,I10,I11,LM1,LM2

£26

(£21.67excl.VAT)*

£31

(£25.83excl.VAT)*

Learn interactive tutorialThiselearningcourseprovideshighlyinteractivestudyandisbackedbyarevisionassessmenttoolforyoutocheckunderstandingasyouprogress.

Minimum system requirements:

•Operatingsystem:Windows/OSX/Android/iOS

•Webbrowser:LatestversionsofIE/Safari/Firefox/Chrome

Tocheckcompatibilitywithacomputerordeviceyoucanaccessacoursedemoatwww.cii.co.uk/elearning

FIT,IF1–IF8 £44

(£36.67excl.VAT)*

£48

(£40excl.VAT)*

*Non-EU candidates: ebooks,Learn,examguidesandquestionpacksallattractVATintheEUandthereforepricesshownincludeVATatthecurrentrateof20%.NonEUcandidatespaythe‘excl.VAT’pricewhereoneisindicated.

Delivered by our expert tutors, CII revision courses offer valuable support to help you prepare for your exam or coursework assignments.

Revision courses Units Cost per unit

Member Non-member

Revision daysCIIrevisioncoursesprovideexperttutorsupportandaredesignedtoimproveyourchancesofpassing.

Coursesenableyouto:

• Explorethesyllabusindetail

• Clarifyareasofconcerninthesyllabus

• Discover whattheexaminerislookingfor

• Discuss commonmistakesandhowtoavoidthem

• Learnusefulrevisionandexamtechniques.

IF1,IF3,IF4,I10,I11,LM1,LM3

£230 £270

P21,P66,P67,P86,P90,P91,P93,P94,P96,P97,P98

£265 £310

590 £295 £350

Two day revision workshopsTwodayrevisionworkshopsprovideallthebenefitsoftheonedaycoursebutofferincreasedopportunitytointeractwiththetutorandfellowstudents,plusallottedtimetopractiseexamtechniqueandtogainfeedbackonyouranswers.

LM2 £395 £470

590 £450 £550

Mixed assessment revision half-daysTwohalf-daycoursesarenowavailabletosupportDiplomainInsurancecandidatesstudyonamixedassessmentbasis.Onesessionfocusesonstudyandcourseworkguidance,theotheronpreparingforthemultiplechoiceexam.Attendbothinasingledayormixandmatchhalf-daysessionstosuityourstudyschedule.

M05,M21,M66,M67,M86,M90,M91,M92,M93,M94,M96,M97,M98

£150 £170

Those who attended a CII revision course in 2016 improved their chances of success by up to 48%.Source:CIIStatistics2016

Order securely onlineOrders can be placed online by visiting www.cii.co.uk/qualifications and selecting your qualification then unit.

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16 17Exam entry

You should plan to enter the exam as soon as you’re ready. This section contains exam deadlines and dates.

Online examsExamdatesforonline-testedunitsarereleasedonlineuptofourmonthsinadvance.Thesearescheduledyear-roundatexamcentresacrosstheUK.Resultsarenotifiedimmediatelyoncompletion.Visitwww.cii.co.uk/online formoreinformation.

Written exam deadlinesThefollowinginformationappliestoDiplomaandAdvancedDiplomawrittenexamstogetherwithnon-UKFIT,CertificateandDiplomamixedassessmentexams(excludesUKmixedassessmentmultiplechoicequestionexams).

April 2017 October 2017

Exam entryThefollowingentrydeadlinesapply(afterwhichchangestoentrieswon’tbeaccepted)

•Atnormalfee 22 Feb 17 30 Aug 17

•Atlatefee 17 Mar 17 22 Sep 17

Onceenteredforanexam:

•anexam entry confirmationwillbesentwithinsevenworkingdaysfromreceiptofyourapplication

•anexam admission permitwillbesenttenworkingdaysbeforetheexambeginsorsixweeksfornon-UKapplicants.

April 2017 October 2017

Exam sittings Examsarescheduledonthefollowingdates 03–05 Apr 17 09–11 Oct 17

Exam resultsResultsarereleasedonlineatwww.cii.co.uk/results(youwillneedtologinusingyourCIIPINandpassword)andsentby1stclasspostonthefollowingdates.

•Diploma/AdvancedDiplomaunits(excl.unit590)–UKexamcentres

02 Jun 17 08 Dec 17

•Unit590–UKexamcentres 09 Jun 17 15 Dec 17

•Diploma/AdvancedDiplomaunits–internationalexamcentres 09 Jun 17 15 Dec 17

•Certificateunits–internationalcentres 12 May 17 17 Nov 17

Important information for written exam entrants

•PleasecontactCustomerServiceifyoudonotreceiveyourexamentryconfirmationorexamadmissionpermit,[email protected]+44(0)2089898464.

•Whenyoureceiveyourexamadmissionpermityoumustreaditinfullandcheckwhetheranychangehasbeenmadetothedateortimesoftheunitsforwhichyouhaveenteredandthattheunitsshownonyourpermitarethosethatyouintendtosit.IfthereisanydiscrepancyyoushouldcontactCustomerServiceimmediately.

•BytakingaCIIexamyouareagreeingtotheregulationsstatedontheexamadmissionpermitaswellasthosedetailedatwww.cii.co.uk/exampolicies

Written exam timetableThefollowingdatesapplytoDiplomaandAdvancedDiplomaexamstogetherwithnon-UKFITandCertificateexams.TheCIIreservestherighttomakechangestothepublisheddateswherenecessary.

Exam unit Date Time

Non-UK FIT & Certificate

(FIT)FoundationInsuranceTest 03Apr/09Oct 14:00

(IF1)Insurance,legalandregulatory

04Apr/10Oct 14:00

(IF2)Generalinsurancebusiness 05Apr/11Oct 14:00

(IF3)Insuranceunderwritingprocess

03Apr/09Oct 14:00

(IF4)Insuranceclaimshandlingprocess

05Apr/11Oct 14:00

(IF5)Motorinsuranceproducts 04Apr/10Oct 14:00

(IF6)Householdinsuranceproducts

04Apr/10Oct 14:00

(IF7)Healthcareinsuranceproducts

03Apr/09Oct 14:00

(IF8)Packagedcommercialinsurances

05Apr/11Oct 14:00

(IF9)Customerserviceininsurance

05Apr/11Oct 14:00

(I10)Insurancebrokingfundamentals

05Apr/11Oct 14:00

(I11)Introductiontoriskmanagement

03Apr/09Oct 14:00

(LM1)Londonmarketinsuranceessentials

04Apr/10Oct 14:00

(LM2)Londonmarketinsuranceprinciplesandpractices

03Apr/09Oct 14:00

(LM3)Londonmarketunderwritingprinciples

11Oct 14:00

Diploma

(P21)CommercialinsurancecontractwordingLast exam Oct 171

05Apr/11Oct 14:00

(P61)Life,criticalillnessanddisabilityunderwriting

05Apr/11Oct 09:30

(P62)Life,criticalillnessanddisabilityclaims

03Apr/09Oct 09:30

(P63)Longterminsurancebusiness

04Apr/10Oct 09:30

(P64)Privatemedicalinsurancepractice

05Apr/11Oct 09:30

(P66)Delegatedauthority 05Apr/11Oct 09:30

(P67)Fundamentalsofriskmanagement

03Apr/09Oct 09:30

(P86)Personalinsurances 03Apr/09Oct 14:00

(P90)Cargoandgoodsintransitinsurances

04Apr/10Oct 09:30

(P91)Aviationandspaceinsurance

03Apr/09Oct 09:30

Exam unit Date Time

Diploma

(P93)CommercialpropertyandbusinessinterruptioninsurancesLast exam Oct 171

04Apr/10Oct 09:30

(P94)MotorinsuranceLast exam Oct 171

05Apr/11Oct 09:30

(P96)LiabilityinsurancesLast exam Oct 171

05Apr/11Oct 09:30

(P97)ReinsuranceLast exam Oct 171

03Apr/09Oct 09:30

(P98)Marinehullandassociatedliabilities

03Apr/09Oct 09:30

Non-UK Diploma mixed assessment2

(M05)Insurancelaw 03Apr/09Oct 14:00

(M21)Commercialinsurancecontractwording

05Apr/11Oct 14:00

(M66)Delegatedauthority 11Oct 14:00

(M67)Fundamentalsofriskmanagement

09Oct 14:00

(M80)Underwritingpractice 03Apr/09Oct 14:00

(M81)Insurancebrokingpractice 04Apr/10Oct 14:00

(M85)Claimspractice 05Apr/11Oct 14:00

(M86)Personalinsurances 09Oct 14:00

(M90)Cargoandgoodsintransitinsurances

10Oct 14:00

(M91)Aviationandspaceinsurance

09Oct 14:00

(M92)Insurancebusinessandfinance

04Apr/10Oct 14:00

(M93)Commercialpropertyandbusinessinterruptioninsurances

04Apr/10Oct 14:00

(M94)Motorinsurance 05Apr/11Oct 14:00

(M96)Liabilityinsurances 04Apr/10Oct 14:00

(M97)Reinsurance 03Apr/09Oct 14:00

(M98)Marinehullandassociatedliabilities

09Oct 14:00

Advanced Diploma

(590)PrinciplesofTakaful 05Apr/11Oct 09:30

Notes

1Afterthelastwrittenexamsessionassessmentwillbebymixedassessmentonly.

2Datesareapplicabletointernationalcandidatesonly.Mixedassessmentmultiplechoiceexamsareassessedyear-roundwithintheUK.

Order securely onlineOrders can be placed online by visiting www.cii.co.uk/qualifications and selecting your qualification then unit.

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18 19

Exam entry refundsShouldyouwishtocancel*yourexamentryyouwillneedtocontactCustomerService.Therefundingofanyentryfeeswillbesubjecttothechargeslaidoutinthetableabove.Pleasenotethisdoesnotaffectyourstatutoryrights.

*FormoreinformationregardingthecancellationofCIIproductsandservices,pleaseseepage 22.

Exam post-results review of markingApost-resultsreviewofmarkingserviceisavailabletothosewhoareunsuccessfulinawrittenexam.Furtherdetailsincludingfeespayablecanbefoundatwww.cii.co.uk/exampolicies

Nepal,Nicaragua,Niger,Nigeria,Pakistan,PapuaNewGuinea,Philippines,RepublicofMoldova,Rwanda,Samoa,SaoTomeandPrincipe,Senegal,SierraLeone,SolomonIslands,Somalia,SouthSudan,SriLanka,Sudan,Swaziland,SyrianArabRepublic,Tajikistan,Tanzania(UnitedRep.of),Thailand,TimorLeste,Togo,Tonga,Tunisia,Uganda,Ukraine,Uzbekistan,Vanuatu,Vietnam,WestBankandGaza,Yemen,Zambia,Zimbabwe.

Associated and affiliated institute member pricing Candidateswhoaremembersofanoverseasassociatedoraffiliatedinstitute,andareresidentsofthesamecountry,maypurchasestudymaterialsandenterforCIIexamsatthesamepriceasthatchargedtoCIImembers(seepage 21forafulllistoftheseinstitutes).

Exam entry fees

Costs, fees and refunds

* SamefeeappliestoCertCII(Claims)/(CustomerService)/(Health andProtection)/(InsuranceBroking)/(LondonMarket)

**SamefeeappliestoDipCII(Claims)

†AdiscountedmembershipfeeisavailableforindividualsresidentinlowGDPcountries.Seebelowfordetails.

Important note: Anadditional£3subscriptionfeeispayableformembershipoftheInsuranceInstituteofLondon.

Units Member Non-member

FoundationInsuranceTest £61 £76

LM1,LM2,LM3re-sit(firstexamincludedwithstudypackage)

£106 £147

AllotherCertificateunits £106 £147

Diplomaunits*(excl.mixed-assessmentunits)

£127 £174

590re-sit(firstexamincludedwithstudypackage)

£127 £174

Late entry fee:Forexamentriesreceivedafterthenormalclosingdate,uptotwoweeksbeforethesession,thenormalfeeispayabletogetherwithalateentryfeeof£84perunit.Thisissubjecttospacebeingavailableattheexamcentre.

*Noadditionalfeepayableformixedassessmentmultiplechoicequestionexams.

Certificate units (UK) Cancellationofanexamentryatleast21daysbeforethedateoftheexamforwhichyouhaveentered

50% of exam entry fee

Certificate (non-UK)/Diploma/Advanced Diploma units

Cancellationofanexamentrybeforetheclosingdateatnormalfee

All units Absencefromexamwithmedicalevidence(tobereceivedwithintwomonthsofthedateoftheexam)

50% of exam entry fee or free entry

CII membershipForthosecandidateswishingtobecomeCIImembers,oneofthesubscriptionfeesshownbelowarepayable,inadditiontoaone-off£37admissionfee.

Ifyoupaythesubscriptionfeebymonthlydirectdebit,wewillspreadthecostoftheadmissionfeeacross12monthlypayments.

UK residents

Low GDP discountResidentsofthecountrieslistedbelowbenefitfromaspecialmembershiprate(seeabovefordetails)anda50%discountonmemberpricesfor‘studytextwithupdates’,‘courseworkassessmentandstudytext’,aswellasallrevisionaidproducts.A50%discountisalsoappliedtothepostagefee.Additionally,thecourseworkelementofmixedassessmentpackagesandthestudytextandrevisionaidselementsofblendedlearningpackagesareeligiblefora50%discountonmemberprices(examelementofthesepackagesnotdiscountable).

Note: Discountnotavailableforunit(590)PrinciplesofTakaful.

Residents of the following countries are eligible: Afghanistan,Armenia,Bangladesh,Benin,Bhutan,Bolivia,BurkinaFaso,Burundi,Cambodia,Cameroon,CapeVerde,CentralAfricanRepublic,Chad,Comoros,Congo(Dem.Republicof),Coted’Ivoire,Djibouti,Egypt,ElSalvador,Eritrea,Ethiopia,Gambia,Ghana,Guatemala,Guinea,Guinea-Bissau,Haiti,Honduras,India,Indonesia,Kenya,Kiribati,Korea(Dem.Peo.Republicof),Kosovo,Kyrgyzstan,LaoPeople’sDemocraticRepublic,Lesotho,Liberia,Madagascar,Malawi,Mali,Mauritania,Micronesia,Morocco,Mongolia,Mozambique,Myanmar,

Mixed assessment exam resitsIntheeventofafailedmultiplechoicequestionexamthefollowingfeesapplytore-book:£127members/£174non-members.

Dissertation, coursework and mixed assessment assignment resubmissionsForcourseworkandmixedassessment,intheeventofafailedassignmentormissedassignmentdeadline(resultinginatimed-outnotification),thefollowingfeesapplytoresubmit:£127members/£174non-members,perassignment.Intheeventofafailedassignmentfordissertation,thefollowingfeesapplytoresubmit:£888members/£1,153non-members.

Change of exam session, unit or centreChange after entry:

£45

Certificate units (UK)

Changesmustberequestedatleast21daysbeforethedateoftheexamforwhichyouhaveentered.Multiplechangeswillbecoveredbyasinglefeeprovidedtheyaresubmittedtogether.

FIT and Certificate units (non-UK)/Diploma/Advanced Diploma units

Changesmustberequestedbeforetherelevantclosingdatefortheexamentryatnormalfee.Multiplechangeswillbecoveredbyasinglefeeprovidedtheyaresubmittedtogether.

Note: Inrespectofallunits,nochange,apartfromyouraddressorname(whichmustbesupportedbyoriginalorcertifiedevidence),canbemadetoyourexamentryafterthespecifieddeadlinessetoutonpage 16.Aftertherelevantdeadlinehaspassedshouldyouwishtowithdrawyouwillnotreceivearefundexceptinthecaseofillness.

CII membership level Monthly fee Annual fee

Ordinary member £6.24 £74

Cert CII* £10.00 £120

Dip CII ** £13.37 £160

ACII £14.24 £170

Non-UK residents

CII membership level Non-UK residents Annual fee

Low GDP† subscription annual fee

Ordinary member £54 £38

Cert CII* £82 £49

Dip CII ** £97 £61

ACII £99 £71

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20 21

CII membershipIfyouarenotalreadyaCIImember,youcanbecomeamemberwhenyouapplyfortheCertificate/Diploma/AdvancedDiploma.MembershipoftheCIIisopentoanyonewholly/mainlyemployedorengagedinworkconnectedwithinsuranceand/orfinancialplanning.Ifyouwishtoapplyformembershipanditisnotclearfromyourapplicationformthatyouworkininsuranceorfinancialplanning,pleaseprovidebriefdetailsofthenatureofyourworkandtheproportionofyourtimespentoninsurancemattersonaseparatesheetofpaper.

Local institutesIfyouareaCIImemberlivingintheUK,theChannelIslandsortheIsleofManyouwillautomaticallybecomeamemberofalocalinstitute.Thesearelocalhubsprovidingyouwithaprogrammeofservices,typicallyincluding:CPDevents,examrevisioncourses,socialandnetworkingactivitiesandlocalnewsandmarketinformation.Whenjoiningpleaseensurethatyouselectyourpreferredlocationfromthelistprovidedbelowandentertherelevantnameinthespaceprovidedontheapplicationform.

List of local institutes:

Aberdeen;Bedford&MiltonKeynes;Birmingham;Blackburn&Burnley;Bolton;Bournemouth;Bradford;Bristol;Cambridge;Cardiff;Carlisle;Chelmsford&SEssex;Cheltenham&Gloucester;Chester&NorthWales;Coventry;Edinburgh;Exeter;Folkestone,Canterbury&EKent;Glasgow;Guernsey;Guildford;Halifax;Hull;Inverness,theHighlands&Islands;Ipswich,Suffolk&NEssex;IsleofMan;Jersey;Kendal;Leeds;Leicester;Lincoln;Liverpool;London;Luton&StAlbans;Manchester;MidKent;Middlesbrough;Newcastle-upon-Tyne;Northampton;NorthernIreland;NorthDowns;Norwich;Nottingham;Perth&Dundee;Peterborough;Plymouth&Cornwall;Preston&Blackpool;Reading;RoyalTunbridgeWells;Sheffield;Shropshire&MidWales;Southampton;Stoke-on-Trent;Stratford-upon-Avon;Sussex;Swansea&WestWales;Watford;York.

TheareacoveredbytheInsuranceInstituteofLondon(IIL)isdefinedasallLondonpostaldistrictsexceptthefollowing:N9,N11,N14,N21,NW9,E4,E6,E7,E10,E11,E12,E13,E15,E16,E17,E18,W3,W4,W5,W6,W7,W12,W13,SW20,SE20,SE25.ThereisanadditionalsubscriptionfeeforIILmembersof£3.

Associated or affiliated institutesIfyouliveinacountry/regionwhereanassociatedoraffiliatedinstituteisestablished(seefollowinglist)youshouldapplytothesecretaryoftheinstituteconcernedfordetailsoflocalmembership.Contactdetailscanbefoundat www.cii.co.uk/affiliated-institutes

IndividualslivingoutsidetheUKwhoaremembersofanassociatedoraffiliatedinstitutemayentertheCIIexamsandpurchasestudymaterialsatthesamepricesasthosechargedtomembersoftheCII.Associated/affiliatedinstitutemembershipnumbermustbeprovidedasproofofmembership.

Associated institutes:

Gibraltar,Ireland(Cork,Dublin,Galway,Limerick,Sligo).

Affiliated institutes:

TheAustralianandNewZealandInstituteofInsuranceandFinance(ANZIIF),TheInsuranceInstituteoftheBahamas,TheInsuranceInstituteofBarbados,TheBermudaInsuranceInstitute,TheInsuranceInstituteofCanada,TaiwanInsuranceInstitute(TheInsuranceInstituteoftheRepublicofChina),TheInsuranceInstituteofCyprus,TheInsuranceInstituteofEgypt,EmiratesInsuranceAssociation,TheInsuranceInstituteofGhana,TheInsuranceInstituteofGuyana,TheInsuranceInstituteofHarare,InstituteofInsuranceandRiskManagement(IIRM),TheInsuranceInstituteofIndia,TheIndonesianInsuranceInstitute(AAMAI),TheInsurance

InstituteofJamaica,TheInsuranceInstituteofKenya,TheInsuranceInstituteofLilongwe,TheInsuranceInstituteofMalawi,TheMalaysianInsuranceInstitute,TheInsuranceInstituteofMauritius,TheInsuranceInstituteofNamibia,TheNetherlandsInstituteforBanking,InsuranceandInvestment(NIBE-SVV),TheCharteredInsuranceInstituteofNigeria,ThePakistanInsuranceInstitute,TheInsuranceInstituteofPapuaNewGuinea,ThePhilippinesInsuranceInstitute,Inc,UniversityofInsuranceandBanking,Poland,TheInsuranceInstituteofRiyadh,StLuciaInsuranceInstitute,SingaporeInsuranceInstitute,TheInsuranceInstituteofSouthAfrica,TheSriLankaInsuranceInstitute,TheInsuranceInstituteofTanzania,Trinidad&TobagoInsuranceInstitute,TheInsuranceInstituteofUganda,WestAfricanInsuranceInstitute(WAII),TheInsuranceInstituteofZambia,TheInsuranceInstituteofZimbabwe.

How to order Orderscanbeplacedsecurelyonline,usingacreditordebitcard,byvisitingwww.cii.co.uk/qualificationsandselectingyourqualificationthenunit.

Alternatively,callCustomerServicetopayusingcreditordebitcard,orcompletetheBacsorchequepaymentapplicationformatthebackofthisbrochure,whichcanbeposted,orinthecaseofBacs,faxedoremailedtoCustomerService.

CustomerServiceisunabletoacceptcash,eitherinpersonorbypost.

Note:TocomplywiththelatestPaymentCardIndustryDataSecurityStandards(PCIDSS),theCIInolongeracceptscreditanddebitcardforpaperapplications.

DeliveryFromthedateofreceiptbytheCIIofyourorderpleaseallowfivedayswithintheUKor21daysoutsidetheUKfordeliveryofprintedmaterials.MaterialsdeliveredtoaUKaddresswillneedtobesignedforandincludeemail/SMSdeliverynotificationsandonlinetracking.Tobekeptupdatedontheprogressofyourdeliverypleaseensureyouhaveprovideduswithavalidemailaddressandmobilenumber.Shouldstudymaterialsberequiredsooner,enrolleesorderingbyphonecanrequestacourieratanadditionalcost.Pleasenotethatdeliverytrackingisunavailableoninternationaldeliveries.

Formaterialdeliveredelectronically(suchasebooks)weaimforsamedaydeliveryforordersbeforemiddayMondaytoFriday(customersreceiveanemailtoconfirmtheirpurchaseisreadytoaccess).

Exam centres – UK and non-UKPlacesareallocatedonafirst-come,first-servedbasis.

Everyeffortismadetoensureyoureceiveyourpreferredchoice,however,ifacentreyouchooseisnotavailableforaparticularsittingyouwillbeallocatedtoyoursecondchoiceoranotherconvenientcentre.

Itisplannedthatallcentres,includinginternational,willbeavailableinAprilandOctober.

UK, Channel Islands, Isle of Man & Ireland

Centre Code

Aberdeen 010Belfast 015Birmingham 005Bolton 080Bournemouth 018Bristol 021Cambridge 022Cardiff 024Carlisle 025Chelmsford 026Chester 028Croydon 030Douglas,IoM 091Dublin 301Edinburgh 009Exeter 035Folkestone 087Glasgow 004Gloucester 036Guernsey 090Guildford 038Horsham 082Hull 041Inverness 043Ipswich 044Jersey 081Leeds 006

Centre Code

Leicester 046Limerick 303Lincoln 047Liverpool 002London 001Manchester 003Middlesbrough 051MidKent 050Newcastle-upon-Tyne 008Northampton 052Norwich 007Nottingham 053Perth 055Peterborough 056Plymouth 057Preston 059Reading 060Sheffield 062Shrewsbury 063Southampton 064Stoke-on-Trent 065Stratford-upon-Avon 066Swansea 067TunbridgeWells 071Watford 072York 075

International centres

Centre Code

North AmericaChicago(USA) 435NovaScotia(Canada) 663Toronto(Canada) 531CaribbeanBridgetown(Barbados) 423Castries(StLucia) 595Freeport(Bahamas) 570GeorgeTown(GrandCayman)597GrandTurk(Turks&CaicosIslands) 702Kingston(Jamaica) 471Nassau(Bahamas) 498PortofSpain(Trinidad) 511StJohn’s(Antigua) 605

Centre Code

Central AmericaBelizeCity(Belize) 577MexicoCity(Mexico) 488South AmericaBuenosAires(Argentina) 685Bogota(Colombia) 421Georgetown(Guyana) 451Lima(Peru) 542RiodeJaneiro(Brazil) 514Santiago(Chile) 730EuropeAthens(Greece) 411Barcelona(Spain) 557Bucharest(Romania) 706Budapest(Hungary) 676

Centre Code

Cologne(Germany) 448Copenhagen(Denmark) 438Gibraltar 452Helsinki(Finland) 705Istanbul(Turkey) 461Kiev(Ukraine) 405Madrid(Spain) 482Milan(Italy) 489Moscow(Russia) 649Munich(Germany) 594Nicosia(Cyprus) 501Riga(Latvia) 701Rotterdam(Netherlands) 642Sofia(Bulgaria) 417Tblisi(Georgia) 713Valetta(Malta) 535Vilnius(Lithuania) 729Warsaw(Poland) 700Yerevan(Armenia) 719Central AsiaAlmaty(Kazakhstan) 712Baku(Azerbaijan) 608West & Central AfricaAccra(Ghana) 401Cameroon(Buea) 673Freetown(SierraLeone) 449Lagos(Nigeria) 476Horn and East AfricaAddisAbaba(Ethiopia) 402DarEsSalaam(Tanzania) 441Asmara(Eritrea) 710Kampala(Uganda) 465Khartoum(Sudan) 469Kigali(Rwanda) 415Mombasa(Kenya) 490Nairobi(Kenya) 497Southern AfricaBlantyre(Malawi) 548Bulawayo(Zimbabwe) 426Gaborone(Botswana) 618Harare(Zimbabwe) 517Johannesburg(SouthAfrica) 463Lilongwe(Malawi) 615Lusaka(Zambia) 480Ndola(Zambia) 499North Africa, Middle East & GulfAbuDhabi(UAE) 609Amman(Jordan) 408Beirut(Lebanon) 675Cairo(Egypt) 427Casablanca(Morocco) 433

Centre Code

Dammam(SaudiArabia) 407Doha(Qatar) 617Dubai(UAE) 547Jeddah(SaudiArabia) 553Safat(Kuwait) 475Manama(Bahrain) 414Muscat(Oman) 587Riyadh(SaudiArabia) 572South AsiaAhmedabad(India) 659Bangalore(India) 661Bhopal(India) 668Chandigarh(India) 434Chennai(India) 481Colombo(SriLanka) 437Delhi(India) 442Dhaka(Bangladesh) 440Hyderabad(India) 724Islamabad(Pakistan) 718Jaipur(India) 662Karachi(Pakistan) 468Kolkata(India) 727Lahore(Pakistan) 477Lucknow(India) 665Mumbai(India) 422Patna(India) 505Pune(India) 731Thiruvananthapuram(India) 667East AsiaBeijing(China) 670HongKong 457Seoul(Korea) 627Shanghai(China) 671Taipei(Taiwan) 527Tokyo(Japan) 546South East AsiaBangkok(Thailand) 416HoChiMinhCity(Vietnam) 711Jakarta(Indonesia) 443KualaLumpur(Malaysia) 472PasigCity(Philippines) 672PhnomPenh(Cambodia) 728Singapore 521AustralasiaSydney(Australia) 526Indian OceanPortLouis(Mauritius) 510Mahe(Seychelles) 607Malé(Maldives) 664AtlanticHamilton(Bermuda) 456StHelena 669

Note: Occasionally,examsmayhavetobeheldatlocationsotherthanthoseshown.Pleaseremembertocheckyouradmissiondocumenttoconfirmalldetailsofyourexam.

Access arrangementsProvisionscanbemadeforcandidatestakingCIIexamswhohavedifferenteducationalrequirementsordisabilities.Tofindoutmore,includinghowtorequestreasonableadjustments,visitwww.cii.co.uk/exampolicies

Important information

Page 14: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

22

Your right to cancelInaccordancewithTheConsumerContracts(Information,CancellationandAdditionalCharges)Regulations2013youhavearightofcancellationinrespectoftheProductsandServicessoldbytheCII,whichrightshall(subjecttotheRegulations)expire14calendardaysfromthedayonwhicheithertheProductsarereceivedbyyou,orapersonnominatedtoreceivetheProductsonyourbehalf,oryourorderforServicesisacceptedbytheCII.

Note:NorightofcancellationorrefundisavailableinrespectofebooksoranyotherelectronicdownloadoftheProductsandServicesoncethedownloadhasstarted.Youacknowledgethat,bycommencingthedownloadoftheProductsorServices,yourrighttocancelunder29(1)oftheRegulationswillbelost.Shouldyouwishtocancel,noticeshouldbesenttoCustomerService.WhereProductshavebeensuppliedtoyoupriortosuchcancellationtheymustbereturnedtous,intheconditioninwhichtheyweresuppliedtoyou,atyourexpense.Reimbursementforanymoniespaidbyyouwhichrelatetothecancellationwillbesenttoyouwithin14daysofreceivingthenoticeofcancellationorifProductsaretobereturnedtous,within14daysoftheirreceiptorproofofsending.

Anyrequestforentrytoanexamreceivedlessthan14daysbeforetheexamdateshallbetreatedasexpressconsentfortheCIItoprovideaservice.ThisexpressconsentwillalsobetreatedasformalacknowledgementbyyouthatyourrightstocancellationunderRegulation29(1)oftheRegulationswillbelostuponreceiptofyourapplicationformbytheCII.Intheeventoflessthan14days’noticeofcancellationbeinggiveninrespectofanentryforanexamsatonline,andif,whereapplicable,theCIIisunabletorecovercostssufferedasaresultofsuchshortnoticecancellation,thentheCIIcanrecoverthesecostsfromyou.

CopyrightAllCIIstudymaterialsarecopyrighted.Byplacinganorderyouundertaketousethematerialsforyourownpurposesonlyandnottosell,lendorgivethemtoanyoneelse.Anyformofcopyingofmaterialsisprohibited.

Additional terms, conditions and regulationsPleasenotethereareadditionaltermsandconditionswhichapplytoallpurchasesofgoodsorservicesfromtheCIIwhichyouagreetobeboundbyuponcompletionofyourorder.BytakingaCIIexamyouareagreeingtotheregulationsdetailedontheexamadmissiondocumentsenttoyoupriortotheexamdate(seepage 16formoreinformationontheexamadmissiondocument).Fulldetailsoftheseterms,conditionsandregulationscanbefoundatwww.cii.co.uk/exampoliciesandwww.cii.co.uk/tandc

Equal opportunitiesTheCIIiscommittedtocreatingandmaintainingconditionswhichgiveaccesstoitseducationandassessmentprovisionregardlessofage,disability,marriage/civilpartnership,pregnancyandmaternity,race,religionandbelief,sex,sexualorientation,ortransgenderstatus.

Appeals procedureTheCIIiscommittedtoopenandfairprocessesandthereforerunsatransparentappealsprocess.Formoreinformationvisitwww.cii.co.uk/appeals

Important information continued22

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Bacs and cheque payment application form

ICI005 (06/17)

Order securely online

Orders can be placed securely online by visiting www.cii.co.uk/qualifications and selecting your qualification then unit.

Alternatively, call Customer Service to pay using a credit or debit card, or complete this Bacs or cheque payment application form, which can be posted, or in the case of Bacs, faxed or emailed to Customer Service.

Please ensure you have read the important entry information on pages 20–21.

Please turn over

Study pathWhereyouarestudyinginordertocompleteaqualificationpleaseindicatebytickingtheappropriatebox:

AwardfortheFoundationInsuranceTest AwardinLondonMarketInsurance CertificateinInsurance DiplomainInsurance AdvancedDiplomainInsurance

Please tick one box per categoryType of organisation

Bank/BuildingSociety Broker/Intermediary Consultancy Insurancecompany Legal

Lloyd’s Lossadjuster/Lossassessor Reinsurancecompany/broker Other

Area of work

Administration/Processing Broking Claims/Lossadjusting Compliance Finance

HR/Training Riskmanagement/Surveying Sales/Marketing Underwriting Other

Job category

Boardmember(CEO,Director)

Businessowner Middlemanagement(Branch,Office,Dept)

Seniormanagement(General,Headof)

Supervisory/Controller

Technician/Co-ordinator Trainee Other

Area(s) of specialism (Commercial)

Accidentandhealth Aviation Construction Engineering Liability

Marine Motor Property Travel Other

(Personal)

Accidentandhealth Home Motor Pecuniaryloss Travel

Other

Important note: To ensure that your application is processed correctly can you please enter your name at the top of each page in the space provided.

Section A – Personal details(Pleasecompleteallfields.Yournameshouldbeenteredasyouwishittoappearonyourcertificate.)

Have you ever had previous contact with the CII? (Please tick) Yes No

Please give your CII/PFS permanent identity number (PIN) if known PIN

Mr/Mrs/Miss/ Surname/ Ms/Other Familyname

Forename/

Givenname(s)

Gender(Please tick) Male Female Dateofbirth

Employer’sname

Tel Ext Mobile

Workaddress

Postcode Country

Homeaddress

Postcode Country

email

Tick address to be used for postal correspondence (Please tick) Home Work

Please take care when providing your email address as most correspondence will be sent electronically. Email address must be included when ordering ebooks Learn, audio revision, question packs and coursework assessment.

PreferrednameforCIIcommunications

Page 16: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Bacs and cheque payment application form – ICI005 (06/17)

Enteryourname

Section B – Associated or affiliated institute membershipIfyouareamemberofaninstituteaffiliatedorassociatedwiththeCII(seepage 21)youareabletoenterCIIexamsandpurchasestudymaterialsatthesamepriceasthosechargedtomembersoftheCII.Ifyouwishtobenefitfromthesediscounts,pleaseconfirmdetailsofyourinstitutemembershipbelowforvalidation.

Nameofinstitute

Currentmembershipno

Important notes:

1. These discounts are only available to current associated or affiliated members and false applications may result in exclusion from future CII exams.

2. You must provide these details with each application. Failure to do so, will result in you being charged non-member rates.

Section C – CII membershipPleaseONLYcompletethissectionifyouareapplyingformembership.GotoSectionDifyouarealreadyamember.

IwishtoapplyformembershipoftheCII Yes No

Iwishtojointhefollowinglocalinstitute–UKonly(Seepage 21)

InapplyingtobecomeamemberoftheCII,IagreetobeimmediatelyboundbytheCII’sCharter,Bye-laws,CodeofEthics,rules,regulationsandrequirementsofmembership.IalsoagreetobeboundbytheconstitutionandBye-lawsofanylocalinstituteofwhichIbecomeamember.Fulldetailsoftheseobligationsofmembershipcanbefoundonlineatwww.cii.co.uk/memberobligations

Pleaseticktherelevantboxtoconfirmwhetheryouhave:

–Beenmadebankruptorbeensubjecttoanindividualvoluntaryarrangement(orsimilarprocedure)oranyjudgementdebt. Yes No

–Beenconvictedfor(orhaveyoubeenchargedbutnotyettriedwith)anyoffenceotherthanamonetaryfixedpenaltyforamotoringoffence.Pleasenote,iftheconvictionisconsideredspentundertheRehabilitationofOffendersActyoushouldselect‘No’. Yes No

–Beensubjecttoanydisciplinarysanctions(orarecurrentlythesubjectofanyinvestigation)bytheCII/PFSoranyotherprofessionaland/ormembershipbodyorregulatoryauthority. Yes No

Ifyouhaveanswered‘yes’toanyofthesequestions,pleasealsoprovideanyrelevantdetailsonaseparatesheetofpaper.

Pleasenotethat,asamemberoftheCII,youarerequiredtoletusknowifandwhen,atanypointinthefuture,yourcircumstancesaresuchthatyouwouldhavetoanswer‘yes’toanyoftheabove.

Faculties

Pleasechoosebelowwhichfacultyyouwouldliketojoin.Theseprovideaccesstomarket-relevantCPDandcareersupport.Youshouldselectthefacultythatwillbestsupportyourpersonalcareerdevelopmentneeds.Moreinformationcanbefoundatwww.cii.co.uk/faculties

Youcanjoin one faculty for free.IfyouwishtojoinadditionalfacultiespleasecontactCIICustomerServiceon+44(0)2089898464.(selectone)

Your CII membership level will be allocated based on your qualification history with the CII. Please tick the relevant box below:

Ordinary–IdonotcurrentlyholdaCIIinsurancequalification.

CII (Award) –IholdtheAwardinGeneralInsurance.

Cert CII –IholdtheCertificateinInsurance.

Cert CII (Claims) –IholdtheCertificateinInsuranceincludingoneof:(IF4)Insuranceclaimshandlingprocess,(M85)Claimspracticeor(820)Advancedclaims.IalsowishtojointheClaimsFaculty.

Cert CII (Customer Service) –IholdtheCertificateinInsurance,includingtheunit(IF9)Customerserviceininsurance.

Cert CII (Health and Protection) –IholdtheCertificateinInsurance,includingthecompulsoryunitIF1andtwoofthespecifiedhealthandprotectionunits.Iamalsoemployedinthehealthandprotectionmarket.

Cert CII (Insurance Broking) –IholdtheCertificateinInsurance,includingoneofunits(I10)Insurancebrokingfundamentals,(P81/M81)Insurancebrokingpracticeor(930)Advancedinsurancebroking.

Cert CII (London Market) –IholdtheCertificateinLondonMarketInsurance,ortheCertificateinInsurance,includingtheAwardinLondonMarketInsurance(orLLMITpriorto01July2010).

Dip CII –IholdtheDiplomainInsuranceorequivalent.

Dip CII (Claims)–IholdtheDiplomainInsurance,includingoneof:(M85)Claimspractice,or(820)Advancedclaims.

InsuranceBrokingFaculty ClaimsFaculty UnderwritingFaculty Life&PensionsFaculty Learning&DevelopmentFaculty

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Membership fees1.Anadmissionfeeof£37ispayablebyALLapplicantsexceptthosebuyingablendedlearningpackageatthepointofjoining.2(a).Pleasethenselecttheappropriatememberfee.

CII membership level UK subscription (Monthly fee)

UK subscription (Annual fee)

Non-UK subscription (Annual fee)

Low GDP† subscription (Annual fee)

Ordinary member £6.24 £74 £54 £38

Cert CII* £10.00 £120 £82 £49

Dip CII ** £13.37 £160 £97 £61

ACII £14.24 £170 £99 £71

2(b).Choosethemethodofpayment.Thiscaneitherbe:

i) bymonthlyDirectDebit.If you choose this option do not complete the sub total box, but fill out the Direct Debit form at the back of this application form. The admission fee will be spread across your 12 monthly payments

ii) byBacsorcheque.If you choose this option please enter the correct amount in the sub total box, including the admission fee.

Please turn over

Section D – Study options and revision aidsFordetailsonunitenrolmentperiodspleaserefertotheExamassessedunitsinformation,whichcanbefoundwithintheStudyoptionsguidanceonpage 13.

Iwishtoorderthefollowinglearningmaterials:

Bacs and cheque payment application form – ICI005 (06/17)

Enteryourname

Study packages (exam entry included) CII use

Member Non- member

Unit codes and ebook requirement Total

code e code e code eCertificateinInsuranceblendedlearningprogramme(unitsIF1–IF8)(Seepg 12)

LP£259

(membershippayable

separately) £327 £

•FIT

UD

£122 £152

•LM1,LM2,LM3 £228 £299 £

•590 £271 £342 £ Sub total £

Study options CII use

Member Non- member

Unit codes and ebook requirement Total

code e code e code eCourseworkassessment•530,820,930,945,960,990,992 UD £443 £530 £

•993 £1,109 £1,384 £

Dissertationassessment991,994 £1,109 £1,384 £

Mixedassessment•M05,M21,M80,M81,M85,M92, M93,M94,M96,M97,M66,M67,M86,M90,M91,M98 £408 £496

Studytextwithupdates•Diplomaunits(exceptM05,M66,

M67,M80,M81,M85,M86,M90,M91,M92,M98,991,992and993)

UD

£144 £168

£

•IF1–IF9,I10,I11 £122 £152 £

Studytextrenewal•Diploma/AdvancedDiplomaunits (except991,992and993) £72 £84

£

•Certificateunits(exceptLM1,LM2andLM3) £61 £76 £

•FIT £31 £38 £

•LM1,LM2,LM3 £61 £76 £ Sub total £

Non-EU candidates: whereapplicable,anexcl.VATpriceislistedonpage 12.WhenorderingoutsidetheEU,includetheexcl.VATpricebelow.

(to include the £37 admission fee)

* SamefeeappliestoCertCII(Claims)/(CustomerService)/(HealthandProtection)/(InsuranceBroking)/(LondonMarket)

** SamefeeappliestoDipCII(Claims)† Adiscountedmembershipfeeis

availableforindividualsresidentinlowGDPcountries.Seepage 18 fordetails.

Important note:Anadditional£3subscriptionfeeispayableformembershipoftheInsuranceInstituteofLondon.

Section C – CII membership continued

Sub total £

To order your study text as an ebook put a tick in the box under the ‘e’ icon. If left unticked, you will receive a printed book. Please check www.cii.co.uk/ebooks for details and availability before ordering.

£

Page 18: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Section E – Exam entryI wish to enter the following exams in April/October 2017 (delete session which is not applicable) at the centre in:

Firstchoice Centrecode

Secondchoice Centrecode

Unit codes Member Non-member No of units Entry fee

FIT and Certificate:

• Only complete this section if you are planning to sit FIT or Certificate exams outside of the UK. To sit an exam in the UK, you must enter online at www.cii.co.uk/online or by calling Customer Service

• If you have bought the blended learning programme, an Award in London Market Insurance or 590 study package, do not include the exam fee

£61forFIT,£106forallotherunits

£76forFIT,£147forallotherunits

£

Diploma

£127 £174 £

Additional late entry fee (Seepg 18) £

Bacs and cheque payment application form – ICI005 (06/17)

Enteryourname

Postage fee (not applicable to ebooks, training courses, Learn or enrolment for units 991, 993 and 994 which do not include a study text):• £7 per order: UK, Channel Islands, Isle of Man, Republic of Ireland, Malta and Gibraltar.

• £15 per order: All other countries.

Please note: These postage rates are flat fees applicable to orders from individual candidates (orders may contain more than one item). Separate fees apply to corporate bulk orders – please contact Customer Service.

Sub total £

Sub total £

Section D – Study options and revision aids continued

Key fact booklets are now available in ebook format.

Visit www.cii.co.uk/ebooks for more information.

Revision aids CII use

Member Non-member

Unit code Total

ExamguidesAvailabletobuyonlineatwww.cii.co.uk/qualificationsortodownloadforfreefromwww.revisionmate.comifyouhavealivestudyoptionenrolment.

Keyfactbooklets–Printedformat(Seepg 14) KF £26 £31 £

Keyfactbooklets–ebookformat(Seepg 14) KF £26 £31 £

Questionpacks(Seepg 14) QP £26 £31 £

Learn(Seepg 14) EL £44 £48 £

Revisiondays(See pg 15)•FIT,IF1–IF4,IF7,IF9,LM1,LM3

R

£230 £270 £

•P21,P66,P67,P80,P86,P90,P91,P93,P94,P96,P97,P98 £265 £310

£

•590 ££295 £350

Date Venue

Revisionworkshops(Seepg 15)•LM2 WS £395 £470 £

•590 £450 £550 £

Date Venue £

Halfdayrevisiondays(mixedassessmentDiplomaunits) HD £150 £170 £

Date

Page 19: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Bacs and cheque payment application form – ICI005 (06/17)

Enteryourname

Section F – DeclarationsIdeclarethatallinformationprovidedbymeonthisformistrueandcorrecttothebestofmyknowledge.

Data protection and privacy TheCIIwillensurethatyourpersonaldataisprocessedinlinewithDataProtectionlegislationandtheCIIDataProtectionandPrivacyStatement(availableontheCII’swebsite).Toprocessthisapplication,IamdeemedtohaveconsentedtotheCIIprocessingmydata.

Sharing information with your employer TheCIIwill,uponrequestfromyouremployer,provideitwithdetailsofyourassessmentrecordandaccreditationincludingallattemptsandfutureentries,alongwithyourCIIpermanentidentitynumber.IfyouDO NOTwishforustoprovidethesedetailstoyouremployer,pleasetickthefollowingbox.

Privacy and electronic communications regulations TheCIImayfromtimetotimewishtodrawyourattentiontootherCIIproductsandserviceselectronicallywhicharelikelytobeofinteresttoyou.IfyouDO NOT consenttotheCIIusingyourdatainthisway,pleasetickthefollowingbox.

Sharing your data with local institutes TheCIIwillshareyourdatawithyourlocalinstitute(UK,ChannelIslandsandIsleofManbasedmembersonly)sotheymaycommunicatetoyou,electronically,anylocalevents,productsandservicesthatcomplementthoseofferedbytheCII.IfyouDO NOTconsenttotheCIIusingyourdatainthisway,pleasetickthefollowingbox.

TooptoutofpostalmarketingcommunicationsfromtheCIIandyourlocalinstitutepleasesendarequesttoCustomerServiceatcustomer.serv@cii.co.uk

Application for study materialsIundertaketousethemformyownpurposesandnottosell,copy,lendorgivethemtoanyoneelse.

Terms, conditions and cancellation Ihavereadandagreetothetermsandconditionscontainedinthisbrochure,includingmyrightofcancellation.

Signed Date

If ordering learning materials, please ensure you have read the important information regarding delivery on page 21.

StudyoptionsandrevisionaidsareprovidedbytheEducationandTrainingTrustoftheCharteredInsuranceInstitute(acompanylimitedbyguarantee)Registeredoffice:20Aldermanbury,LondonEC2V7HY.RegisteredCharityno.1021017

See overleaf for total payable and method of payment.

Page 20: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

Bacs and cheque payment application form – ICI005 (06/17)

Enteryourname

Instructions to your Bank or Building Society to pay by Direct Debit (Pleasecompleteallfields)

1.NameandfullpostaladdressofyourBankorBuildingSocietybranch

To:TheManager (Bank/BuildingSociety)

Address

Postcode

PleasecompletethisDirectDebitinstructionifyouhaveaUK Bank account. Post only to: CII, Customer Service, 42–48 High Road, South Woodford, London E18 2JP

Originator’sidentificationno.

996645

2.Name(s)ofaccountholder(s)

3.BankorBuildingSocietyaccountnumber 4.Branchsortcode 5.Referencenumber(CIIPIN)

IwishtopaymysubscriptionbymonthlyDirectDebitpayments IwishtopaymysubscriptionbyannualDirectDebitpayment

Signature Date

BanksandBuildingSocietiesmaydeclinetoacceptinstructionstopayDirectDebitsfromsometypesofaccounts.

The Direct Debit Guarantee

• ThisGuaranteeisofferedbyallbanksandbuildingsocietiesthatacceptinstructionstopayDirectDebits.

• Ifthereareanychangestotheamount,dateorfrequencyofyourDirectDebittheCharteredInsuranceInstitutewillnotifyyou10workingdaysinadvanceofyouraccountbeingdebitedorasotherwiseagreed.IfyourequesttheCharteredInsuranceInstitutetocollectapayment,confirmationoftheamountanddatewillbegiventoyouatthetimeoftherequest.

• IfanerrorismadeinthepaymentofyourDirectDebit,bytheCharteredInsuranceInstituteoryourbankorbuildingsociety,youareentitledtoafullandimmediaterefundoftheamountpaidfromyourbankorbuildingsociety.

• Ifyoureceivearefundyouarenotentitledto,youmustpayitbackwhentheCharteredInsuranceInstituteasksyouto.• YoucancancelaDirectDebitatanytimebysimplycontactingyourbankorbuildingsociety.Writtenconfirmationmayberequired.Pleasealsonotifyus.

Section G – Total payable and method of payment (Bacs and cheque only)

Insert the total value of all items ordered in Sections B to D.

Note: All prices quoted are inclusive of VAT, where appropriate, at the current rates. Prices are subject to change without notice. Please ensure that where applicable you have included the appropriate postage fee – see Section D.

Ifyouwouldliketoreceiveapaymentreceipt,pleasetickoneofthefollowingdeliveryoptions(ifselectingemailbesuretoprovideyouremailaddressonthefirstpageoftheform): Email Post

Tickmethodofpaymentand,ifapplicable,completetheBacsdetails.

Cheque/bankersdraftdrawnonaUKbankaccountandpayabletoTheCharteredInsuranceInstitute(pleasewriteCIIPINnumberifknownonthereverse).

BanktransferviaBacs(usingtheCIIaccountdetailsbelowandincludingtherequiredinformation).

CIIaccountdetails:HSBCBankplc,CityofLondonBranch,60QueenVictoriaStreet,London,EC4N4TRAccountnumber:22271044Sortcode:40-05-30Swiftcode:MIDLGB22IBAN:GB21MIDL40053022271044

Pleaseincludethefollowinginformationsothatwecanidentifyyourpayment:

Dateofsubmission Amountinsterlingtransferred

Transactionreferencenumber(ifapplicable)

Important note: Transfers can take up to two weeks to process, therefore please ensure that you submit this in sufficient time to meet any relevant closing dates. You must include any bank charges in the transfer.

How to place your order

• Paying by Bacs–onceyourpaymenthasbeenmadepleaseemailallpagesofthiscompletedapplicationform,togetherwithyourremittanceadvice,[email protected]+44 (0)20 8530 3052.

• Paying by cheque/bankers draft –postthiscompletedapplicationform,alongwithyourcheque/bankersdrafttoCII,CustomerService,42–48HighRoad,SouthWoodford,LondonE182JP

If you have a UK bank account you can spread the cost of membership by paying via monthly Direct Debit at no extra charge.

PleasecallCIICustomerServiceon+44(0)2085300852tosetupamonthlyDirectDebitoverthephoneorcompletetheDirectDebitmandatebelow,signthedeclarationinSectionFandreturntoCIICustomerService.

Total payable £

£

To comply with the latest Payment Card Industry Data Security Standards (PCI DSS), the CII no longer accepts credit and debit card as a payment method for paper applications. To pay by credit or debit card, you can order online using our secure payment gateway, which is Level 1 compliant under the PCI DSS. Alternately, call Customer Service.

PIN

Page 21: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

29

Our people matter at Arthur J.Gallagher, which is why we are committed to developing our team members to be the best they can and achieve their career aspirations.

We take pride in understanding our people’s strengths and their development goals whilst providing structured learning opportunities that support individual growth at all levels across our business.

We actively encourage our team members to undertake professional study. By following the CII professional qualification route we can be confident that our people have the technical expertise to deliver good outcomes for our clients.

Elisabeth IbesonIBHRDirectorArthurJ.Gallagher

Page 22: Accelerating your professional development · 2 Make the most of your career with CII qualifications 4 Insurance qualifications 8 Qualification units 10 Assessment methods in detail

30

Ref:CII–ICI005(06/17)COH_J011490

©TheCharteredInsuranceInstitute2017CHARTEREDINSURER,CHARTEREDINSURANCEBROKER,CHARTEREDINSURANCEPRACTITIONER,CHARTEREDINSURANCERISKMANAGER,FCII,ACII,DipCIIandCertCIIareregisteredcollectivemarksandTHECHARTEREDINSURANCEINSTITUTE,CIIandtheCIIlogoareregisteredtrademarksofTheCharteredInsuranceInstitute.

TheCharteredInsuranceInstitute42–48HighRoad,SouthWoodford,LondonE182JP

tel:+44(0)2089898464fax:+44(0)2085303052

[email protected]

www.cii.co.uk

CharteredInsuranceInstitute

You can view and enlarge a copy of this brochure online at

www.cii.co.uk/gi-brochure

Alternatively contact Customer Service if you are having any difficulty reading this brochure.

@CIIGroup