Post on 24-Jun-2020
Ref: CII – ICI005 (01/11)CII_5564
The Chartered Insurance Institute 42–48 High Road, South Woodford, London E18 2JPtel: +44 (0)20 8989 8464 fax: +44 (0)20 8530 3052 email: customer.serv@cii.co.uk website: www.cii.co.uk
© The Chartered Insurance Institute 2011
Certificate/Diploma/Advanced Diploma in Insurance2011 Information for candidates
www.cii.co.uk
Accelerating your development
as an insurance professional
It’s important to have the credentials.
Join the growing community of insurance professionals by becoming a member of the CII.
Statistics show that a member’s pass rate is higher than a non-member’s.
Join up to get help passing exams: • Discounts on learning materials, exams,
seminars, study and revision days – membership can pay for itself
• Free access to an archive of exam guides for written exams
• Recommended textbooks and online fact files• Technical reference books and newsletters• Networking and support from other local
institute members• Coaching on exam technique and revision
courses available free from many local institutes.
And ongoing support for your career:• Use our world renowned designations – Cert CII, Dip CII, ACII and Chartered status• News and regulatory updates• Online career support centre
To sign up please use the form enclosed, contact us on 020 8989 8464or visit www.cii.co.uk/join
Membership from as little as £5.84 a month by Direct Debit. UK tax-payers can claim income tax relief on membership fees.
Sound technical knowledge is a cornerstone of our commercial operation, providing our people with the ability to accept and manage risk. We encourage all technical underwriting staff to study for CII qualifications and support their efforts throughout. This starts with our underwriting apprenticeships, where the development programme includes the completion of Certificate and Diploma exams, through to experienced staff studying for the Advanced Diploma.
Our approach is to map the various qualifications against different roles so that our staff know what is expected of them at any given point in their career. And the comprehensive nature of the CII’s qualifications framework means it can cater for all our qualification needs.
Roy WatkinsonTechnical and Commercial Underwriting DirectorAXA Insurance
2 Make the most of your career with CII qualifications
4 Certificate/Diploma/Advanced Diploma in Insurance
6 Selecting and entering for a qualification •Entryrequirements •Completionrequirements
8 What does each qualification involve? •Creditawardsforequivalentunits •Themechanicsofstudying •Additionalbenefits •Flexiblelearningoptionsandrecognitionofpriorlearning
14 Study options and revision aids •Blendedlearningprogramme
20 Face-to-face revision courses
22 Face-to-face revision courses/important deadlines
24 Exam timetable
26 Costs, fees and refunds
28 Entering for a qualification: Important information
31 Application form
Asthepremierprofessionalbodyforthefinancialservicesprofession,theCIIpromoteshigherstandardsofintegrity,technicalcompetenceandbusinesscapability.
Withover95,000membersinmorethan150countries,theCIIistheworld’slargestprofessionalbodydedicatedtothissector.
SuccessinCIIqualificationsisuniversallyrecognisedasevidenceofknowledgeandunderstanding.MembershipoftheCIIsignalsadesiretodevelopbroadprofessionalcapabilityandsubscribetothestandardsassociatedwithprofessionalstatus.
TheCIIworkswithbusinessestodevelopbespoke,company-widesolutionsthatensurecompetitiveadvantagebyenhancingemployees’technicalandprofessionalcompetence.
Individually,CII’smembersareabletodrivetheirpersonaldevelopmentandmaintaintheirprofessionalstandingthroughanunrivalledrangeoflearningservicesandbyadheringtotheCII’sCodeofEthics.
www.cii.co.uk
The Chartered Insurance Institute (CII)Professionalism in practice
Contacting the CIIIfyouhaveanyqueriesregardingthequalificationsinthisbrochurepleasecontactCustomerService.
TheCIIiscommittedtodeliveringafirst-classserviceand,tothisend,wewelcomefeedbackonanyaspectofyourrelationshipwithourorganisation.
Pleaseforwardanyviewsyoumayhaveontheserviceyoureceive,whethertheyarepositiveorotherwise.
Wetakeallsuchcommentsseriously,answerthemindividually,andusethemtohelpensurethatwecontinuallyimprovetheserviceweprovide.
Customer Service42–48HighRoad,SouthWoodford,LondonE182JPtel: +44(0)2089898464fax: +44(0)2085303052email: customer.serv@cii.co.ukwebsite: www.cii.co.uk
cont
ents
32
Make the most of your career with CII qualificationsPeopletakeCIIinsurancequalificationsformanyreasons.Forsomeitisabasicjobrequirement.Otherswanttoexpandtheirknowledgeandimprovetheircareerprospects.Formany,itissimplythedesiretoachieveprofessionalstatusintheirchosenfield.
WhateveryourreasonfortakingaCIIqualification,letusguideyouthroughalltheoptions.
Momentum makes it easierOnceyou’reinthehabitoflearningit’sagoodideatokeepitup.It’sbestnottoleaveittoolongbeforemovingontothenextunit,thatwayyourknowledgeremainsfreshandyourlifestyleisalreadyalignedtolearning.
Ifyouhaveanyquestionsnotansweredinthisbrochure,pleasecallCIICustomerServiceon+44(0)2089898464.
1. Choose the qualification that’s right for you
Therearethreequalificationstochoosefrom:Certificate,DiplomaandAdvanced Diploma–whicheversectororroleyoucurrentlyworkin,oraspireto,wehaveaqualificationthatwillhelpdevelopyourcareer.
Readmoreaboutthedifferentqualificationsonpage4.
3. Your past experience countsIfyouholdadegreeoraprofessionalqualificationinarelevantsubject,forexampleaccounting,businessorlaw,youcouldreceivecreditsthatcounttowardscompletionofaCIIqualification.Indoingso,you’llavoidduplicatinglearningalreadycompleted,andobtainyourCIIqualificationmorequickly.
Seethe‘Recognitionofpriorlearning’sectiononpage13.
4. Combine units to match your career aimsEveryqualificationrequiresyoutocompleteanumberofdifferentunits.
Somearecompulsoryastheyprovideessentialfoundationknowledge;theremaindercoverallthecoreandmanyspecialistareasofinsurance.It’suptoyoutochooseaccordingtotherequirementsofyourcurrentrole,orofyourfuturecareerplans.
Youareawardedcreditsforpassingeachunit,asyouworktowardsthetotalrequiredtopassyourqualification.
Findoutabouttheavailableunitsonpage8.
6. Be an effective learnerFollowsomesimplestepsandyou’llstandthebestchancesofpassing:
•Formulatearealisticstudyplanandsticktoit•Don’tcram,studyalittleandoften•Understandyoursubjectbyknowingtheunit
syllabusinsideout•Useablendoflearningandrevisionmaterialsto
improveunderstandingandrecall.
5. Create a programme to fit your study styleYoucanmakestudyingsimplerbyselectingthelearningandrevisionmaterialsthatbestsuityou.
Therightchoiceoflearningmaterialscanmakeabigdifference.
Forexample,attendingaCIIFace-to-Facerevisioncoursecanimproveyourchancesoffirsttimeexamsuccessbyasmuchas50%.
Gettheinsidetrack,onpage14.
7. Take exams when you’re readyThisisnotahighpressureenvironment.YousetyourowndeadlinewithCIIexams.
DiplomaandAdvancedDiplomaexamsareavailabletwiceyearly:inAprilandOctober.Ensureyou’rereadybystartingstudyatleastfourmonthsinadvance.
Certificateexamsareofferedthroughouttheyear,sopickyourchoiceoftimeandlocation.
Getthedatesonpage22inyourdiary.
Getting startedStudyingforaqualificationcanlookprettydaunting,especiallyifyou’vebeenoutofformaleducationforawhile.
Butthere’snoneedtoworryaboutmakingtherightchoice,thestudytimeortheexams.
Ifyouplanproperly,andtakeadvantageofallthesupporttheCIIhastooffer,yourjourneyshouldbeasmoothone.
CertificateDiplomaAdvanced Diploma
2. Become a member and enjoy special benefitsThisisahottip.
JoiningtheCIIgivesyouanadvantagebycreatingaplatformforyourstudy.
Italsogivesyouprivilegedaccesstotechnicalinformationincludinganarchiveofpastpapers(writtenexams),onlinetechnicaldictionariesandadditionalreferencematerialbuildingonthecorequalificationstudytexts.Youalsogetdiscountsonstudymaterialsandexamentry.
Membershipalsosupportsyouinyourworkinglife–seetheinsidefrontcoverformoredetails.
54
Certificate in Insurance
Diploma in Insurance
Advanced Diploma in Insurance
over
view
itsvalueiswidelyrecognisedbyemployersthroughouttheinsuranceindustry.
UponcompletionCIImembersareentitledtousethedesignation‘CertCII®’(CIIContinuingProfessionalDevelopmentrequirementsapply).
Note:sectorspecificdesignations‘CertCII(LondonMarket)’and‘CertCII(Claims)’areavailabletoCIImemberscompletingtheCertificatethathavecompletedtheAwardinLondonMarketInsurance(unitsLM1andLM2)or(IF4)Insuranceclaimshandlingprocess,respectively.Facultymembershiprequirementsalsoapply.
The Certificate in Insurance is appropriate for:•Anyonewishingtogainabroad
understandingofinsuranceprinciples,keydisciplinesandproducts.
•Employeeswhohavenoformalinsurancequalificationsbutwishtoobjectivelydemonstrateinsuranceknowledgeandunderstanding.
•Anyoneworkinginspecifictechnicalclaimshandlingorunderwritingroleswithinacallorservicecentreenvironment.
•Insurancestaffemployedinsupportfunctionssuchashumanresources,marketing,ITandfinance,wishingtodevelopanunderstandingoftheindustryinwhichtheywork.
•Staffworkingforanorganisationwhoseprimarybusinessisnotinsurance,butwhichoffersinsuranceadviceandproductsaspartofitsoverallservicetocustomers.
•StafftakinganApprenticeshiporAdvancedApprenticeshipinRetailFinancialServicescanusetheCII’sCertificateinInsuranceunitstomeetthetechnicalcertificaterequirement.
knowledge,therebyensuringyouhavethemeanstofunctioneffectivelyinachallengingenvironment.
Inadditiontobeingavaluablequalificationinitsownright,theDiplomacanalsobeamilestoneontheroutetocompletionoftheAdvancedDiploma.IncompletingtheDiplomayouwillhavetogainaminimumof90creditsatDiplomaleveloraboveand120creditsintotal.ThesecancounttowardstheAdvancedDiploma(forwhich290creditsarerequiredintotal).
Itisevidenceofyourpurpose,commitmentandability.Itcanbeyourpassporttoasuccessfulandfulfillingcareer.
UponcompletionCIImembersareentitledtousethedesignation‘ACII®’(CIIContinuingProfessionalDevelopmentrequirementsapply)andareeligibleforCharteredstatus(seebelow).
The Advanced Diploma in Insurance is appropriate for:•Today’sinsurancemanagersand
technicalspecialists.
•Staffwithaspirationstobecomemanagersinthefuture.
•Thoseemployeeswhowishtodemonstratetheirprofessionalstanding.
•Insuranceemployeeswithoutanotherprofessionalqualificationandthosewhowishtobuilduponexistinggeneralacademicqualifications,suchasadegree,byobtaininganindustry-specificqualification.
Building knowledge, developing core competence TheCertificateinInsuranceisacorequalificationforinsurancestaffworkingacrossallsectorsoftheindustry(andthelogicalprogressionfromtheintroductory-levelFoundationInsuranceTest®).
Itprovidesagroundingin:
•basicinsuranceprinciplesincludingtheregulatoryenvironment;
•thekeyinsurancedisciplinesofunderwritingandclaims;
•popularproductsincluding:motor,household,healthcareandpackagedcommercialinsurances;and
•Londonmarketlegislation,regulation,marketpracticeanddistributionforthosestartingworkinorhavingdealingswiththismarket.
Itsupportsrole-specificlearningwhichwillassistyoutodeveloptherelevantknowledge,skillsandbehavioursneededtosucceed.
Bycoveringabroadrangeofcoretopics,theCertificateallowsyoutodeveloptheknowledgeandconfidenceyouneedbeforeyoubegintofocusyoursubsequentstudiesandspecialiseaccordingtoyourambitionsandcareerrequirements.Thisqualificationisthefirststeptowardsbecomingprofessionallyqualifiedand,assuch,
Enhancing technical knowledge and understanding TheDiplomainInsuranceisatechnicalandsupervisoryqualificationforinsurancestaffworkingacrossallsectorsoftheindustry(andthelogicalprogressionfromtheCertificateinInsurance).
Itwillprovideyouwithafirmgroundingininsurancefundamentalsandwillenableyoutobuildtowardsadvancedtechnical
Putting professionalism into practiceTheAdvancedDiplomainInsuranceisaprofessionalqualificationforinsurancestaffworkingacrossallsectorsoftheindustry(andthelogicalprogressionfromtheDiplomainInsurance).Itprovidesan
enhancedunderstandingofinsurancepractice,bothintermsoftechnicalsubjectmatterandoverallapplicationskills.
TheAdvancedDiplomaisacomprehensiveassessmentofmarketknowledgeandunderstanding.InbecomingAdvancedDiplomaqualifiedyoujointhecommunityofproveninsuranceprofessionals.
Certificate/Diploma/Advanced Diploma in Insurance
Charteredstatuscementsyourprofessionalstandingandgivesyouparitywithotherprofessionalssuchasaccountantsandsolicitors.
TheCIIalsoofferscorporateCharteredstatustoqualifyingfirmsofinsurancebrokersandinsurancecompanies,furtherenhancingthevisibleprofessionalismoftheinsurancesector.TheeligibilitycriteriaforcorporateCharteredstatusincludesaspecifiednumberofdirectorsholdingindividualCharteredstatusintheirownright.Seewww.cii.co.uk/chartered-firmforfulldetails.
Asanindividual,obtainingCharteredstatuscan,therefore,delivermanyadvantagesintermsofcareerandbusinessadvancement.
Meeting market expectationsImportantly,thesequalificationshavebeendesignedtoassistyouandyouremployertocomplywithboththeexistingandfutureregulatorytrainingandcompetencerequirements.TheFinancialServicesAuthority(FSA)requiresyoutodemonstratethatyouarecompetentintheworkyoudo,andthereaftertomaintainthiscompetence.Thisapproachisdesignedtoensurethatyouhavetheappropriateknowledgeandskillstoperformyourjobeffectively.Qualificationscanplayanimportantroleinhelpingtomeettherequirementsbyservingasanobjectivemeasurementofyourtechnicalawarenessandunderstanding.
Office of Qualifications and Examinations Regulation (Ofqual)Ofqualistheregulatorofqualifications,examsandtestsinEngland.Theyarealsotheregulatorsfortherecognisedawardingbodies(suchastheCII).ForfurtherinformationrefertotheOfqualwebsite:www.ofqual.gov.uk
TheCertificateinInsuranceisaccreditedwithOfqualatLevel3.
Flexible and comprehensiveAsaCertificate,DiplomaorAdvancedDiplomacandidate,youcanselectunitsfromacrosstheCIIqualificationsframework.Thismeansyouhaveaccesstotheentirerangeofunitscurrentlyavailable.Theyoffersomethingforeveryone,whateversectoroftheinsuranceindustryyouworkinandwhateveryourparticularspecialisationorpreferredcareerpath.Theserangefromthefundamentalsofinsurancepracticeandlegislationthroughtopersonallinesproductfamilies,classesofcommercialinsuranceandspecialismssuchasriskmanagementandmarine.
Allqualificationsaremodularinstructure,enablingyoutoselectunitsofstudyaccordingtoyourpreferenceandcareerrequirements.
EachunithasacreditvalueandtheaccumulationofthestipulatednumberofcreditsleadstotheawardoftheCertificate,DiplomaorAdvancedDiploma.SuccessfulcompletionallowsCIImembersuseofthedesignations‘CertCII®’,‘DipCII®’or‘ACII®’respectively(ContinuingProfessionalDevelopmentrequirementsapply).
FromtheAdvancedDiploma,asaCIImember,youcanapplyforCharteredstatus(subjecttohavingfiveyears’experience,notnecessarilypost-qualification),withtheCII’sthreeCharteredtitlesreflectingyourcareerspecialism:
•CharteredInsurer®;
•CharteredInsuranceBroker®;and
•CharteredInsurancePractitioner®.
UponcompletionCIImembersareentitledtousethedesignation‘DipCII®’(CIIContinuingProfessionalDevelopmentrequirementsapply).
Note:thesectorspecificdesignation‘DipCII(Claims)’isavailabletomemberscompletingtheDiplomathathavepassed(820)Advancedclaimsor(P85)Claimspractice.Claimsfacultymembershiprequirementsalsoapply.
The Diploma in Insurance is appropriate for:•Insurancetechniciansandthosewho
aspiretobetechnicians.
•Supervisors,teamleadersandthosewithlong-termambitionsofassumingmanagerialresponsibilities.
•Anyonewishingtoholdarecognised,respectedinsurancequalification.
•Insurancestaffemployedinsupportfunctionswishingtodeveloptheirknowledgeofthebusiness.
•ThosewantingtodeveloptheirknowledgeandunderstandingaspartofaprogressiontowardscompletionoftheAdvancedDiplomainInsuranceandCharteredstatus.
Enhancing the CII general insurance qualifications framework
TheCIIqualificationsframeworkisregularlyreviewedtoensurethatthequalificationsremaincurrentandalignedtotheindustry’sneeds.
Duringtheperiod2009–2011,arootandbranchreviewhasledtoasharperfocusonthekeydisciplinesofbroking,underwriting,claimsandLondonmarketpractice.
Arangeofnewandenhancedtechnicalandadvancedlevelsubjectshaveorarebeingintroduced,withemphasisonpracticalapplication.
Youwillfinddetailsoftheunitsbeingintroduced,enhancedandwithdrawnthisyearonpages8–9.
Forfulldetailsofalltheenhancementsmadepleasegotowww.cii.co.uk/giupdate
76
Now that you have read about the Certificate, Diploma and Advanced Diploma in Insurance, gained an understanding of what they offer and decided which one meets your career development plans, it is time to finalise your entry.
Thefollowingpagescontainalltheinformationyourequiretoselectthemostappropriatestudypath.Asyoureadthroughthese,youwilllearnabouttheunitsonoffer,theavailablelearningmaterials,courseandexamentrydatesanddeadlines,termsandconditionsrelatingtoentry,andthedifferentwaysyoucanenter.
YoucanalsoaccessFAQsatwww.cii.co.uk/faq
Your next stepThese qualifications can help your career in the following ways:
•Demonstratetoyouremployer,peersandcustomersyourcommitmenttopersonallearninganddevelopment.
•Canformpartofanoverallprogrammetomeettheregulator’strainingandcompetencerequirements.
•Supportslifelonglearningaspriorstudyisrecognisedasyouprogressthroughthequalificationsframework,takingaccumulatedcreditswithyou.
•Supportspersonalisedlearningprogrammesasyouselectthetopicsmostappropriatetoyourrole,ratherthanfollowarigidpre-setlearningpathway.
•A‘RecordofAchievement’isawardedforeachunitpassed,providingportableandpermanentevidenceoflearningundertaken.
•Certificate/Diploma/AdvancedDiplomainInsuranceawardeduponcompletion.
Selecting and entering for a qualification
Why a CII insurance qualification?ov
ervi
ew/c
ompl
etio
n•Uponcompletionofthesequalifications
CIImembersareentitledtousethecorrespondingdesignation.Thesearerespectedthroughouttheindustryandincreasinglyacknowledgedbythepublicasdemonstratingprofessionalstanding(ContinuingProfessionalDevelopmentrequirementsapply).
•CIImembersholdingtheAdvancedDiplomacanapplytobecomeCharteredtitle-holders.
Entry requirementsTherearenoentryrequirementsinordertostudyforthesequalifications.However,wewouldrecommendthatinthecaseoftheDiplomaandAdvancedDiploma,candidatesholdthefollowingqualificationsortheirequivalent:
•Diploma–theCertificateinInsuranceor5GCSEsgradeCorequivalent.
•AdvancedDiploma–theDiplomainInsuranceor3Alevelsorequivalent.
AsidefromtherequirementssetoutbelowandoppositeyouarefreetoselectunitsfromacrossalltheCII’sinsurancequalifications/studyprogrammes:AwardinInsurance,CertificateinInsurance,DiplomainInsuranceandAdvancedDiplomainInsurance.
Thisapproachprovidesyouwithmaximumflexibility,enablingyoutochooseunitsfromthosecurrentlyavailableacrossourqualifications.Theadvantagehereisthatsomeonestilldevelopingtheirstudyskillsorsubjecttoaparticularlydemandingworkschedulecaninitiateorcontinuetheirstudiesbytakingalargernumberoflowerlevelunits.Seethesectionheaded‘Flexiblelearningoptions’onpage12forfulldetails.
Completion requirementsUnit Credits Units Credits
(IF1)Insurance,legalandregulatory* 15 or TheAwardinLondonMarketInsurance:(LM1)London 25 marketinsuranceessentialsand(LM2)Londonmarket insuranceprinciplesandpractices
CertificateToachievetheCertificateinInsuranceyoumustaccumulateaminimumof40credits.Candidatesarerequiredtotake(IF1)Insurance,legalandregulatory–worth15creditsortheAwardinLondonMarketInsurance(unitsLM1andLM2)–worth25credits.
DiplomaToachievetheDiplomayoumustaccumulate120credits,withatleast90atDiplomalevelorabove.
WewouldrecommendthatallDiplomaentrantsalsosit(IF1)Insurance,legalandregulatoryasthiscoverstheworkingsofthemarket,includingthelegalandregulatoryframeworkandtheessentialsofinsurancepractice.
Advanced DiplomaToachievetheAdvancedDiplomayoumustaccumulateaminimumof290credits,withatleast205atDiplomaleveloraboveand90atAdvancedDiplomalevel.
*Duetotheextentofsyllabusoverlap,youmayalreadysatisfythecompulsoryrequirementsifyouholdanother,nowwithdrawn,unit.Seepages10–11forunitstreatedasequivalent
Thefollowingcompulsoryunitrequirementapplies:
Note: AnyonewhohaspassedunitIF1isprecludedfromtakingunitLM1andviceversaonaccountofthedegreeofsyllabusoverlap.
Units Credits Unit Credits
(P92)Insurancebusinessandfinance 25 or (530)Economicsandbusiness 30 (AdvancedDiplomainInsuranceunit)
(P05)Insurancelaw* 25 – – –
Thefollowingcompulsoryunitrequirementsapply:
Units Credits Unit Credits
(P92)Insurancebusinessandfinance 25 or (530)Economicsandbusiness 30(DiplomainInsuranceunit)
(P05)Insurancelaw*(DiplomainInsuranceunit) 25 – – –
Thefollowingcompulsoryunitrequirementsapply:
98
Certificate in Insurance units Credits
(LM1) Londonmarketinsuranceessentials 10
(LM2) Londonmarketinsuranceprinciplesandpractices 15perunit
(IF1) Insurance,legalandregulatory–Certificate compulsory unit
(IF2) Generalinsurancebusiness
(IF3) Insuranceunderwritingprocess
(IF4) Insuranceclaimshandlingprocess
(IF5) Motorinsuranceproducts
(IF6) Householdinsuranceproducts
(IF7) Healthcareinsuranceproducts
(IF8) Packagedcommercialinsurances
Thereisnoprescribedorderinwhichunitsmustbetaken,butitisstronglyrecommendedthat,foreachqualification,yousittherequiredcompulsoryunitsfirstsincetheseprovidefoundationknowledgeuponwhichtheothersbuild.
Thisflexibleapproachallowsyoutodevelopacourseprogrammethatsuitsyourparticularneedsandrequirements.Youcantailorlearningtoyourcurrentroleand/ordevelopareaswhicharenewtoyouorwhereyouneedtogainin-depthknowledge.
DetailedoppositeisalistoftheavailableCertificate,DiplomaandAdvancedDiplomaunits.Fulldetailsareavailableonlineatwww.cii.co.uk/gi-qualificationsorfromCustomerService.
avai
labl
e un
itsWhat does each qualification involve?
Advanced Diploma in Insurance units Credits
(510) Risk,regulationandcapitaladequacy(last examination sitting October 2011) 30perunit
(530) Economicsandbusiness
(555) Lifeanddisabilityunderwriting
(556) Lifeanddisabilityclaims
(590) NEW PrinciplesofTakaful
(655) Riskmanagement
(735) Lifeassurance
(770) Principlesofmarineinsurance(last examination sitting October 2011)
(790) Privatemedicalinsurance
(815) Underwritingmanagement(last examination sitting October 2011)
(820) Advancedclaims
(930) Advancedinsurancebroking
(945) Marketinginsuranceproductsandservices
(960) NEW Advancedunderwriting(first examination sitting April 2011)
(990) NEW Insurancecorporatemanagement
(CITIP) CertificateinITforinsuranceprofessionals(seepage13fordetails)(last examination sitting October 2011)
Note: TheDiplomainFinancialPlanningunit(J07)Supervisioninaregulatedenvironment,canbeusedtowardscompletionoftheCertificate,DiplomaandAdvancedDiplomainInsurance.Thiscoverskeyaspectsofsupervision,leadershipandcoaching,andprovides20Diplomalevelcreditsoncompletion.
SeetheDiploma/AdvancedDiplomaqualificationsfortheadvicesectorbrochurerefICF014(11/10)fordetails.
Diploma in Insurance units Credits
(P21) Commercialinsurancecontractwording 20perunit
(P80) Underwritingpractice
(P81) Insurancebrokingpractice
(P85) NEW Claimspractice
(P86) NEW Personalinsurances
(P05) Insurancelaw–Diploma/Advanced Diploma compulsory unit 25perunit
(P90) NEW Cargoandgoodsintransitinsurances
(P92) NEW Insurancebusinessandfinance–Diploma/Advanced Diploma compulsory unit
(P93) NEW Commercialpropertyandbusinessinterruption
(P94) NEW Motorinsurance
(P96) Liabilityinsurances
(P91) NEW Aviationandspaceinsurance 30perunit
(P97) NEW Reinsurance
(P98) NEW Marinehullandassociatedliabilities(first examination sitting April 2011)
Award in Insurance unit Credits
(FIT) FoundationInsuranceTest 6(Certificatelevel)
1110
stud
ying
What does each qualification involve?
The mechanics of studyingTheexamsarebasedonthepublishedsyllabuses,whichareinthemselvesimportantaidstoexampreparationandrevision.Itisessentialthatyoufamiliariseyourselfwiththesebeforecommencingstudy.
Thesesetoutthelearningoutcomesexpectedofcandidatesintheexamforeachunit.
Thesyllabusesalsoidentifypublishedmaterialdesignedtoassistyouinpreparingforexamsunderthefollowingheadings:primarytext,additionalreading,referenceworksandperiodicals.
Toobtainthesyllabusesfreeofcharge,visitwww.cii.co.uk/gi-qualificationsCopiesmayalsobeobtainedfromCustomerService.Afullsyllabusisprovidedwithineachstudytext.
Credit awards for equivalent unitsDuetotheextentofsyllabusoverlap,certaincombinationsofunitswillresultinonlyoneawardofcredits.Wheretwocomparableunitsareheld,thehigherofthetwocreditfigureswillbeaddedtoyourCIILearningAccount.
However,shouldyouwish,youmaystillchoosetositan‘overlapping’unitinordertoenhanceyourknowledge.Unitsaffectedareshownopposite.
Units treated as equivalent:
Existing unit title Credits and level Existing unit title Credits and level
(IF1)Insurance,legalandregulatory 15–Certificate (LM1)Londonmarketinsuranceessentials 10–Certificate
Withdrawn unit title Credits and level Current unit title Credits and level
(770) Principlesofmarineinsurance 30–AdvancedDiploma (P98)MarinehullandassociatedliabilitiesNew for 2011 30–Diploma
(780) Aviationinsurance 30–AdvancedDiploma (P91)Aviationandspaceinsurance 30–Diploma
(815) Underwritingmanagement 30–AdvancedDiploma (960)AdvancedunderwritingNew for 2011 30–AdvancedDiploma
(P04)Businesspractice 20–Diploma (P92) Insurancebusinessandfinance 25–Diploma
(P01)Insurancepracticeandregulation 20–Diploma (LM1)Londonmarketinsuranceessentials 10–Certificate
(IF1) Insurance,legalandregulatory 15–Certificate
(IF2) Generalinsurancebusiness 15–Certificate
(P03)Legalaspectsofinsurance 20–Diploma (P05)Insurancelaw 25–Diploma
(520)Companyandcontractlaw 30–AdvancedDiploma
Notes: Therecommendedminimumstudyhoursareshowninthetableabove(thiswillvaryaccordingtoyourexperienceandability).
Thenominalpassmarksarealsoshown.However,theactualpassmarksmayvaryslightlyfromonesessiontoanothertoensurethatthepassstandardremainsconstant.
Youmaysitasmanyexamsasdesiredatasinglesitting,althoughitisstronglyrecommendedthatnomorethantwoDiplomaorAdvancedDiplomaunitspersessionaretaken.
Units Exam format Length of exam Nominal passmark Study hours Exam sessions
IF1/IF2/IF7 100multiplechoicequestions 2hours 70% 50
IF3/IF4/IF8 75multiplechoicequestions
IF5/IF6 50multiplechoicequestionsand 5casestudies,eachcomprisingmultiple choicequestions
LM1 50multiplechoicequestions 1hour 40
LM2 55multiplechoicequestionsand4case studies,eachcomprisingmultiplechoice questions
P92 20compulsoryshortanswerquestions 3hours 55% April/October
P05/P90/P91/P93/P94/P96/P97/P98 14compulsoryshortanswerquestions 3hours andtwocasestudy/essayquestionsfrom achoiceofthreeorfour
P21 Eightcompulsoryshortanswerquestions 2hours andtwocasestudy/essayquestionsfrom achoiceofthreeorfour
P80/P81/P85/P86 15shortanswerquestions 2hours
510/555/556/590/735/770/790/815 Eightcompulsoryshortanswerquestions, 3hours pluscasestudyandessayquestions. Mostincludeonecompulsorycasestudy question,althoughtheoveralllevelof choicedependsupontheunit beingexamined
530/655/820/930/945/960/990 Onecasestudyquestionandtwoessay 3hours 50% 150 questionsfromachoiceofthree
Yearround(UKonly,internationalsessionsheldduringApr&Oct–seepage22)–seewww.cii.co.uk/onlinefordetails
96
100
96
100
12055%
2hours 60
1312
stud
ying
What does each qualification involve?
Award in London Market InsuranceAspecialistqualificationforthoseworkinginorwiththeLondonmarket,theAwardinLondonMarketInsurancecomprisestwounits(LM1)Londonmarketinsuranceessentialsand(LM2)Londonmarketinsuranceprinciplesandpractices.
TogetherthetwounitsprovideabroadunderstandingofinsuranceprocessandpracticeacrosstheLondonmarketaswellasdetailedunderstandingoftechnicaltopics.
Certificate in Contract WordingContractcertaintyisoneofthemajorissuesfacingtheinsuranceindustry,especiallywithinLloyd’sandtheLondonmarket.
TheFSArequirestheprovisionofclear,comprehensiveandfully-agreedpolicywordingsbeforeinceptiontoallpolicyholders.
Tohelpindividualsandorganisationsmeetthisrequirement,theCIIhasdevelopedtheCertificateinContractWording.Itisdesignedtoenhanceknowledgeofthepracticalapplicationofwordingsandtheissuesassociatedwiththem.
ToacquiretheCertificate,youmuststudyandpasstwounitsfromtheDiplomainInsurance:(P05)Insurancelaw(oralreadyholdoneofthewithdrawnlegalunitsP03or520)and(P21)Commercialinsurancecontractwording.CandidatesmeetingthecompletionrequirementswillautomaticallybeawardedtheCertificateinContractWording.
Additional benefitsBysittingcertaincombinationsofunits,youcanacquireotherqualificationsonthewaytocompletingtheCertificate/Diploma/AdvancedDiploma:
Diplomas in Life and Disability Underwriting and ClaimsTheCIIandtheAssuranceMedicalandUnderwritingSociety(AMUS)jointlydevelopedtheDiploma in Life and Disability Underwriting (DLDU).Thisisawarded,subjecttotermsandconditions,tocandidateswhopass:(P05)Insurancelaw;(555)Lifeanddisabilityunderwriting;and(735)Lifeassurance.
TheCII,AMUSandtheHealthClaimsForumjointlydevelopedtheDiploma in Life and Disability Claims (DLDC).Thisisawarded,subjecttotermsandconditions,tocandidatespassing:(P05)Insurancelaw;(556)Lifeanddisabilityclaims;and(735)Lifeassurance.
ForinformationabouttheDLDUand/orDLDC,contacttheAMUSon+44(0)2076366308orwritetothematLettsomHouse,11ChandosStreet,LondonW1G9EB.
Certificate in IT for Insurance Professionals (CITIP)TheCIIandtheBritishComputerSociety(BCS)havejointlydevelopedtheCertificate in IT for Insurance Professionals,whichprovidesanyoneworkingininsurancewithafirmgroundinginITapplications.InadditiontobeinganAdvancedDiplomaunit,worth30credits,itisalsoaqualificationinitsownright,withacertificateawardedbytheBCSuponcompletion.
Aseparate‘CertificateinITforInsuranceProfessionals’bookletcontaininganoutlineofthequalification,examregulations,detailedsyllabus,entryformandcoursebookorderformisavailableonlineatwww.cii.co.uk/CITIPorfromCustomerService.
Please note: thefinalexamforCITIPwillbeheldinOctober2011.
Flexible learning optionsTheoverallCIIinsurancequalificationsframeworkisextremelyflexible,allowingyoutoselectunitsfromqualificationsotherthantheoneforwhichyouarestudying.Therefore,ifyouareworkingtowardstheCertificate,DiplomaortheAdvancedDiplomainInsuranceyouareabletoselectunitsfromtheentireinsurancequalificationsframework.
IfyousitorhavesatCIIfinancialplanningexams(forexample,theFinancialPlanning
Certificate,CertificateinFinancialPlanning,Diploma/AdvancedDiplomainFinancialPlanning,DiplomainRegulatedFinancialPlanning,AdvancedFinancialPlanningCertificate,orcomparableexamsfromotherprofessionalandeducationalbodies),youwillalsoreceivecreditsthatcancounttowardscompletionofthegeneralinsurancequalifications.
WhenstudyingfortheCertificateyouareabletoclaimupto30creditsinrespectoffinancialplanningunits,inthecaseoftheDiplomayouareallowedtoclaimupto60creditsandfortheAdvancedDiploma,180credits.
Recognition of prior learningCreditsmaybeawardedforpriorlearning,includingexamsthatyoumayhavealreadypassedunderdiscontinuedCIIqualificationroutes.ThesecreditscanbeusedaspartofyourroutetothequalificationsofCertificate,DiplomaandAdvancedDiploma.
IfyouhavepreviouslypassedaCIIexamorobtainedexemptionsyouwillautomaticallyhavehadtheappropriatecreditsaddedtoyour‘LearningAccount’withtheCII.Youcanrequestdetailsonlineatwww.cii.co.uk/learningstatementorbycallingCustomerService.
Byclaimingcreditsforqualificationsyou’veattainedoutsidetheCIIframework,you’llavoidduplicatinglearningalreadyundertaken,inturnreducingtheamountofstudyandobtainingyourCIIqualificationmorequickly.
IfyouwishtoclaimcreditsinrespectofnonCIIqualificationsheld,pleasevisitwww.cii.co.uk/prior-learning whereyoucanreadfullguidanceontherulesandrequirementsanddownloadanapplicationform.
Important note: To be awarded a CII qualification, you must obtain, by CII examination, a pass in a unit from the qualification that you are looking to complete, and meet the qualification completion requirements. These rules apply irrespective of how many credits your existing qualifications might provide.
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stud
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Further details on the individual elements of the blended learning programme can be found in the following pages.
Notes:
•CurrentmembershipoftheCIIisrequired.Non-memberscanjoinatthetimeofpurchase•Examentriesmustbeusedwithin12monthsofpurchase•Discountsonrevisioncourseentriesareapplicabletotheunit(s)forwhichtheblendedlearningprogrammewaspurchased•Fulldetailswillbeprovidedonpurchase.
Study options and revision aidsBlended learning programme
CII membershipPracticaltoolstosupportyourstudiesincluding:referencematerials,onlinetechnicaldictionaries,factfilesandmuch,muchmore.Seeinsidefrontcoverformoredetails.
Study text with updatesCoveringtheexamsyllabusinastraightforwardanduser-friendlyformat.Includesexamples,keypointsummariesandself-testquestions.
Key fact bookletPocket-sizedbookletsummarisingmaterialfromthestudytext,greatforusewhentravelling.
ed.LEARN® interactive tutorialInteractivestudyprogrammebackedbyself-assessmenttools.
Exam guideAspecimenexamguidewithanswersandhintsandtipsonhowtopasstheexam.
Discounted revision courseAdiscountof20%onanyCIIcoursefortheunitconcerned.
Exam entryEntrytotheexamitself.
RevisionMateAnonlinestudytoolthatprovidesastudyplanner,knowledge-checkfacility,definitionsofkeyterms,specimenexaminationandaseriesofvaluablehintsandtips.
Making the most of your learning activity
RevisionMateRevisionM
ateRevi
sion
Mat
e
RevisionMate
CII
membership
Study textwith updates
Key fact
booklet
Exam
ent
ry
Exam guide
tutor
ial
intera
ctive
ed.
LEAR
N®revision course
Discounted
Blended learning
programme
New and existing members of the CII who are studying for Certificate in Insurance units IF1–IF8 can access an exclusive package consisting of learning and revision materials, exam entry and discounted revision courses to support their studies.
Results from 2010 show that candidates who studied using the blended learning programme improved their chances of first time exam success by an average 12%.†
Thisblendedlearningprogrammedevelopsadeepandpracticalunderstandingofthecoursecontent,layingtheessentialfoundationofknowledgerequiredtobuildasuccessfulcareerintheinsuranceprofession.
The Certificate blended learning programme is available for units IF1–IF8 and costs £283 per unit (CII membership payable separately)This means big savings in completing the Certificate:
• Existing CII members: save over £100
• New CII members: save over £160, even after the cost of membership.
Youcanbuyyourblendedlearningprogramme(andtakeoutCIImembership,ifyou’renotalreadyamember),by:
•goingtowww.cii.co.uk/cert-ins-blend
•callingCustomerService;or
•completingtheapplicationformatthebackofthisbrochure.
†Whencomparedtocandidatesusing‘Studytext’only.Source:CIIstatistics2010
In 2010 candidates who studied using the Certificate blended learning programme improved their chances of first-time exam success by an average 12%†
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Thisisa12monthtutorassistedlearningcourseincludingprovisionofastudytextdesignedtosupportstudytowardsathoroughunderstandingoftheexamsyllabus,togetherwiththefacilitytocompleteaseriesofassignmentswhicharemarkedbyanexperttutorandcounttowardsthefinalexammark.
Thestudytextbreaksdownthesyllabusintoconcisesections,witheachchaptercontainingclearlydefinedlearningoutcomesandaseriesofself-testquestions.Italsoincludesadetailedexamsyllabusoutliningthesubjectareasthatmaybetestedintheexamandupdatesfor12monthsafterenrolment.AlsoincludedwithDiploma–andsomeAdvancedDiploma–levelstudytextsisasuiteofonlineservicesdeliveredthroughour‘RevisionMate’studytool.SeebelowforfurtherdetailsonthestudytextandRevisionMate.
Asyouworkthrougheachassignmentandgainfeedbackfromyourtutor,youwillbeabletogaugeyourprogresstowardsexamreadiness.Youwillalsobeabletomakeuseofawrittenenquiryservicewhereadvicecanbesoughtonspecificissues.Dependingontheunitchosen,theexactformatofthecoursevariesinnumberofassignmentsandchoiceofthoseyoucomplete.Formoreinformation,visitwww.cii.co.uk/ca
Candidates meeting the qualifying requirements in this course will have a fixed increase of 10% of the total marks available on the exam paper applied to their exam result. Past results have indicated significantly higher success rates for candidates who have selected this form of study.
Study options and revision aids
Study options Cost per unit
Member Non-member
Continuous assessment £228 £252 (all Diploma and Advanced Diploma units except units 590, 990 and CITIP. For some units, courses are in development – estimated availability:530, 655, 820, 930, 945 and 960 – Jan 2011 P90 and P97 – May 2011P91 and P98 – monitor the CII website).
*Please note: asunits510,770and815willbewithdrawnaftertheOctober2011examsession,allassignmentsfortheseunitsmustbesubmittedtotutorsnolaterthan09September2011.Thedeadlineforenrolmentontotheseunitswillbe08Jul2011.
Tohelpyoupassyourexamsfirsttimewehavedevelopedacomprehensiveportfolioofstudyoptionsandrevisionaidswhichhavebeenproventoenhancethechancesofexamsuccess.Thesecanbeorderedonlineatwww.cii.co.uk/gi-qualificationsoverthephonebycallingCustomerServiceon+44(0)2089898464,orbypost/faxusingtheapplicationformatthebackofthebrochure.
Thepricesquotedareforindividuals.CompaniesrequiringpricinginformationforgroupsofemployeesshouldcallCustomerServicetodiscusstheirrequirements.
CII members benefit from a discount on the price of study options, revision aids and exam entry.
Thestudyoptionsandrevisionaidsavailablevaryaccordingtotheunitselected.Detailsareshownoppositeandoverleaf.
Inaddition,regardlessofwhichstudyoptionyouchoose(withtheexceptionoftheblendedlearningprogrammeandAwardinLondonMarketInsurancepackages),thereisastandardexamentryfee(seepages26–27fordetails).
Guidance on Certificate unit purchases
•Youmustpurchasethestudytextandrevisionaidsfor the period during which you plan to sit the exam.
•For2010–2012only:
–the2010examsyllabusandstudymaterialsforCertificateunitsIF1–IF8willbeexaminedthroughto31August2011.
–the2011/12examsyllabusandstudymaterialswillbeavailablefromJune2011andexaminedfromSeptember2011throughto31December2012.
–thereafterupdatedsyllabusesandstudymaterialswillbereleasedannuallyinOctoberforexaminationfrom01Januarythroughto31December.
•TheabovechangesdonotaffectunitsLM1andLM2,forwhichsyllabusesandstudymaterialcontinuetobereleasedannuallyinOctoberforexaminationduringtheperiodJanuary–December.
Guidance on Diploma/Advanced Diploma unit purchases
ForDiplomaandAdvancedDiplomaunitsthelistedstudyoptionsarebasedonanenrolmentperiodof12months,duringwhichtimeyouarerecommendedtosittheexam,whilstthesearecurrent.
Important notes applicable to all qualifications:
•Pleaseallow10daysfordeliverytoaUKaddressand21daystoanon-UKaddressfromreceiptofyourorder.
•FormaterialssentwithintheUK,you,orsomeoneactingonyourbehalf,willberequiredtosignforthedelivery.
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Thisisaself-studycourse.Thereisnosupportfromatutorwiththisoption.
Thisoptionconsistsofthestudytextwithupdatesfor12monthsafterenrolment.
Diplomaunit(andAdvancedDiplomaunits530,655,820,930,945,960and990)studytextsincludeaccesstoanunrivalledsuiteofonlineservicestosupportyourstudiesthroughour‘RevisionMate’studytool.Theseincludeastudyplanner,studentdiscussionforums,specimenexaminationorpastpapers,electronicreferencecopyofthestudytextandhintsandtips,aswellasextraactivitiesashighlightedinyourstudytext.Fulldetailswillbeprovidedwithyourstudytext.
Diploma and Advanced Diploma units £124 £140 Study text with updates
Thisisaself-studycourse.Thereisnosupportfromatutorwiththisoption.
Thisoptionconsistsofthestudytext,withelectronicupdateswhichwillautomaticallybemadeavailablefortheexaminationperiodtowhichtheyrelate.Furtherdetailsareincludedonthetitlepageofthestudytext.
Thestudytextincludesaccesstoanunrivalledsuiteofonlineservicestosupportyourstudiesthroughour‘RevisionMate’studytool.SeeaboveforfurtherdetailsonRevisionMate.
Certificate units £48 £62 Study text renewal (all units)
Asthestudytextisavaluablereferencetoolinyourday-to-dayjob,weofferanoptiontoreceivethenexteditionofthestudytexttogetherwithelectronicupdates.Thisoptionisrenewableonanannualbasisandyouwillautomaticallybesentaninvitationtoupdateyourmaterial.
Upgrade from study text with £91 £99 updates to continuous assessment (see above for information on units available).
Note:Youcanonlyupgradetocontinuousassessmentifyouhavenotpreviouslysubmittedassignmentsinthatunitunderacurrentorpreviouscontinuousassessmentcourse.
Award in London Market Insurance Bundled study package (LM1+LM2)
£269 ThisbundledpackageincludesallthefeaturesoftheLM1andLM2studypackagesbelow,forbothunits,givingyoueverythingyouneedtostudyfortheAwardinLondonMarketInsurance.
Thecostofthebundledpackagerepresentsasignificantdiscountonbuyingthetwopackagesseparately.
Study package (LM1)
Study package (LM2)
£132
£193
£166
£243
Thestudypackageincludesaboundprintedstudytextwithelectronicupdates.
Thestudytextincludesaccesstoanunrivalledsuiteofonlineservicestosupportyourstudiesthroughour‘RevisionMate’studytool.
The study package also includes your first exam entry,whichcanberedeemeduptoayearafteryoubuythepackage.
£269
Asthestudytextisavaluablereferencetoolinyourday-to-dayjob,weofferanoptiontoreceiveupdatesforafull12monthsafteryourcoursehasexpired.Thisoptionisrenewableonanannualbasisandyouwillbesentanautomaticinvitationtoupdateyourmaterial.
Diploma and Advanced Diploma units £50 £65 Study text renewal (all units)
Certificate units £108 £127 Study text with updates (units IF1–IF8)
1918
Revision aids Cost per unit
Member Non-member
Study options and revision aids
TheCIIoffersarangeofrevisionaidstosupportalllearningstylesandroutines.Eachhasbeendevelopedtoprovidepracticalassistanceinunderstandingtheunitsyllabusandachievingexamsuccess.
stud
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Theseareavailabletopurchaseonlineatwww.cii.co.ukbeingsuppliedasPDFfilesforyoutoprintoffasandwhenrequiredforyourownuse.
The content of the latest exam guide is included FREE within the RevisionMate study tool provided with Certificate, Diploma and selected Advanced Diploma level study text purchases.
Examination guides (all units) £12 (inc VAT) £13 (inc VAT)
Comprehensivepocket-sizedbookletssummarisingthekeyinformationcontainedinthestudytext.Theseareperfectforstudyingwhentravellingtoandfromworkorinsituationswhenreadingacoursebookisimpractical.
Key fact booklets (available for units £23 £25 IF1–IF8, P05, P80, P81, P85, P92 and 510. Monitor www.cii.co.uk for release dates of Key fact booklets for further units.)
Onlinetutorialprovidinghighlyinteractivestudy,backedbyarevisionassessmenttooltocheckunderstandingasyouprogresswithyourstudies.Visitwww.cii.co.uk/elearningtoviewthecoursedemo.Notes:•ThismaterialcanalsobepurchasedinaCDROMformatfor£83.•Minimumoperatingrequirements(unsupportedonMacOS/OSX): –ed.LEARN®:Windows2000,XPorVista;InternetExplorer6or7. –CDROM:Windows2000,XPorVista;InternetExplorer6or7;8speedCDROM;80MBfreeharddiskspace.
ed.LEARN® £83 (inc VAT) £83 (inc VAT) (available for units IF1–IF8)
Availablepriortoexaminations,thesecoursesenableyouto:
•discoverwhattheexaminerislookingfor;
•discussthecommonmistakesmadebycandidatesandhowtoavoidthem;
•learnusefulrevisionandexamtechniques;
•clarifyyourareasofconcerninthesyllabus.
Theworkshopsprovideyouwiththeopportunitytoexamineinmoredetailtheexamsyllabusandpast/specimenpapers.Theyprovideadditionalquestionpracticeandsupportin-depthdiscussionwiththecoursetutor.
Theeveningclassesareidealforthosecandidateswhofindthatworkcommitmentspreventthemattendingcoursesduringworkinghours.
Thisone-daycourseissuitableforcandidatesstudyingforthestatisticalcomponentof510andwillenableyouto:
•obtainabasicgroundinginmathematicalprinciples;
•discussthecommonmistakesmadebycandidatesandhowtoavoidthem;
•clarifyyourareasofconcerninusingformulae.
Generic using formulae and practising £205 £235 calculations course (see table on page 22)
Thisgenerichalf-daycoursehelpscandidatesstudyingfortheDiploma/AdvancedDiplomarefinetheiroverallexamapproachby:
•reviewingtechniqueonbothshortandessayquestions;
•identifyingwhattheexaminerislookingfor;
•discussingthecommonmistakesmadebycandidatesandhowtoavoidthem.
Exam techniques course £155 £175 (see table on page 22)
Revision (P05, P97) £385 £445 workshops (see table (530, 655, 815, £410 £475 on page 20) 820, 930)
(IF1–IF4) £205 £235
(P05, P21, P80, P81, £230 £270 P85, P86, P90, P91, P92, P93, P94, P96, P97)
(510, 530, 590, 655, £260 £300 735, 815, 820, 945, 990)
Eight week course £495 £570 (510)
Six week course £370 £430 (P05, P97, 530)
Revision days(see table on page 20)
Evening classes(see table on page 22)
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Face-to-face revision courses
cour
ses
Revision days Venue Dates
(IF1)Insurance,legalandregulatory London 10Jan/12Apr/13Jun/10Oct/05Dec
Glasgow 19Apr/18Oct
Manchester 01Mar/02Sep
(IF2)Generalinsurancebusiness London 08Feb/12May/14Jul/11Oct/06Dec
Glasgow 20Apr/20Oct
Manchester 04Mar/01Sep
(IF3)Insuranceunderwritingprocess London 09Feb/13Apr/14Jun/10Aug/11Oct/07Dec
(IF4)Insuranceclaimshandlingprocess London 18Feb/15Jul
(P05)Insurancelaw London 15Mar/25Mar/31Mar/07Apr/12Sep/20Sep/27Sep
Birmingham 01Apr
Glasgow 05Apr
Manchester 29Mar
(P21)Commercialinsurance London 24Mar/19Sepcontractwording
(P80)Underwritingpractice London 31Mar/02Sep
(P81)Insurancebrokingpractice London 05Apr/09Sep
(P85)Claimspractice London 11Apr/23Sep
(P86)Personalinsurances London 08Apr/21Sep
(P90)Cargoandgoodsin London 26Septransitinsurances
(P91)Aviationandspaceinsurance London 30Mar/29Sep
(P92)Insurancebusinessandfinance London 30Mar/12Apr/12Sep/19Sep
(P93)Commercialpropertyand London 24Mar/22Sepbusinessinterruption
(P94)Motorinsurance London 23Mar/28Sep
(P96)Liabilityinsurances London 06Apr/30Sep
(P97)Reinsurance London 30Mar/28Sep
(510)Risk,regulationandcapitaladequacy –statistics London 08Mar/16Mar/23Mar/31Mar/06Sep/15Sep/22Sep/29Sep –non-statistics London 09Mar/17Mar/24Mar/05Apr/08Sep/16Sep/23Sep/30Sep
(530)Economicsandbusiness London 16Mar/06Apr/14Sep/28Sep
(590)PrinciplesofTakaful London 30Mar/21Sep
(655)Riskmanagement London 15Mar/05Apr/13Sep/27Sep
(735)Lifeassurance London 25Mar/23Sep
(815)Underwritingmanagement London 14Mar/12Sep
(820)Advancedclaims London 28Mar/28Sep
(945)Marketinginsuranceproducts London 10Mar/31Mar/15Sep/29Sepandservices
(990)Insurancecorporatemanagement London 21Mar/26Sep
Two day revision workshops Venue Dates
(P05)Insurancelaw London 22–23Mar/21–22Sep
(P97)Reinsurance London 05–06Apr/20–21Sep
(530)Economicsandbusiness London 23–24Mar/21–22Sep
(655)Riskmanagement London 16–17Mar/14–15Sep
(815)Underwritingmanagement London 22–23Mar/20–21Sep
(820)Advancedclaims London 24–25Mar/26–27Sep
(930)Advancedinsurancebroking London 15–16Mar/21–22Sep
Making your choice
Our2011coursetimetableisgivenoppositeandoverleaf.Beforefinalisingyourbookingwerecommend
youvisitwww.cii.co.uk/f2f-insurancetodeterminecourseavailability.AlternativelyyoucancontactCustomerServiceon+44(0)2089898464.
*Source:CIIStatistics2010
In 2010 candidates who attended a CII revision course improved their chances of exam success by up to 50%*
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cour
ses/
dead
lines
Face-to-face revision courses
Beforefinalisingyourbookingwerecommendyouvisitwww.cii.co.uk/f2f-insurancetodeterminecourseavailability.
AlternativelyyoucancontactCustomerServiceon+44(0)2089898464.
Evening classes Venue Dates
Eightweekcourse: London 15Feb/22Feb/01Mar/08Mar/15Mar/22Mar/29Mar/05Apr(510)Risk,regulationandcapitaladequacy
London 09Aug/16Aug/23Aug/30Aug/06Sep/13Sep/20Sept/27Sep
(Tuesdays17.30–19.30)
Sixweekcourses: London 02Mar/09Mar/16Mar/23Mar/30Mar/06Apr(530)Economicsandbusiness
24Aug/31Aug/07Sep/14Sep/21Sep/28Sep (Wednesdays17.30–19.30) London
(P97)Reinsurance London 02Mar/09Mar/16Mar/23Mar/30Mar/06Apr(Wednesdays17.30–19.30) London 24Aug/31Aug/07Sep/14Sep/21Sep/28Sep
(P05)Insurancelaw London 28Feb/07Mar/14Mar/21Mar/28Mar/04Apr
(Mondays17.30–19.30) London 23Aug/30Aug/05Sep/12Sep/19Sep/26Sep
Generic using formulae and practising Venue Dates calculations
One-daycourse London 14Mar/12Sep
Exam techniques Venue Dates
Half-daycourse London 08Mar/14Sep
April 2011 exams October 2011 exams
Recommendedlastdateforcontinuous 14 Jan 11 08 Jul 11assessmentenrolment
Lastdateforcontinuousassessment 11 Mar 11 09 Sep 11 assignmentstobewithyourtutors
ClosingdateforyourexamentryandpaymenttoreachtheCII•Atnormalfee 02 Mar 11 24 Aug 11 (Changestoexamentries,etc.notaccepted
afterthesedates)
•Atlateentryfee 25 Mar 11 16 Sep 11
Examentryconfirmation* Despatchedwithinsevenworkingdaysfromreceiptofapplicationform
Receiveyourexamadmissionpermit* Despatched10daysbeforetheexamsbeginorsixweeksforinternationalapplicants
Sitexams 11–14 Apr 11 03–06 Oct 11
Examresultsreleasedonline** Resultsaresentby1stclasspostonthedateshown.Pleaseallowfivedaysfordeliverywww.cii.co.uk/resultsandposted toaUKaddressandfourteendaysforanon-UKaddress
•Diploma/AdvancedDiplomaunits 10 Jun 11 02 Dec 11(exceptunit590)–UKexamcentres
•Unit590–UKexamcentres
•Diploma/AdvancedDiplomaunits– 17 Jun 11 09 Dec 11Internationalexamcentres
•Certificateunits– 20 May 11 11 Nov 11 Internationalexamcentres
Entryforthenextexam Youdonothavetowaitforyourresultsbeforeenteringforanexaminthenextsession
ThefollowingdatesapplytoallDiplomaandAdvancedDiplomaexamentriestogetherwithallnon-UKCertificateentries.
Candidates planning to sit Certificate exams in the UK should go to www.cii.co.uk/online
Important deadlines
* PleasecontactCustomerServiceifyoudonotreceivethese.Whenyoureceiveyouradmission permit you MUST checkwhetheranychangehasbeenmadeinthedateortimesoftheexamforwhichyouhaveenteredandthattheexamshownonyourpermitistheonethatyouintendtosit.IfthereisanydiscrepancyyoushouldcontactCustomerServiceimmediately.
**ToaccessyourresultsonlineyouwillneedtobeloggedintotheCIIwebsiteusingyourCIIPermanentIdentityNumber(PIN)andpassword.
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Exam timetable
sche
dule
ThefollowingdatesapplytoallDiplomaandAdvancedDiplomaexamstogetherwithallnon-UKCertificateexams.
Candidates planning to sit Certificate exams in the UK should go to www.cii.co.uk/online
Exam unit Dates Time
Non-UK Certificate exams(IF1)Insurance,legalandregulatory 11Apr/03Oct 10.00(IF2)Generalinsurancebusiness 12Apr/04Oct 10.00(IF3)Insuranceunderwritingprocess 13Apr/05Oct 10.00(IF4)Insuranceclaimshandlingprocess 14Apr/06Oct 10.00(IF5)Motorinsuranceproducts 11Apr/03Oct 10.00(IF6)Householdinsuranceproducts 12Apr/04Oct 10.00(IF7)Healthcareinsuranceproducts 13Apr/05Oct 10.00(IF8)Packagedcommercialinsurances 14Apr/06Oct 10.00(LM1)Londonmarketinsurance 12Apr/04Oct 10.00
essentials(LM2)Londonmarketinsurance 13Apr/05Oct 10.00
principlesandpractices
Diploma exams(P05)Insurancelaw 12Apr/04Oct 13.30(P21)Commercialinsurance 13Apr/05Oct 10.00
contractwording (P80)Underwritingpractice 12Apr/04Oct 10.00(P81)Insurancebrokingpractice 14Apr/06Oct 10.00(P85)Claimspractice 14Apr/06Oct 10.00(P86)Personalinsurances 12Apr/04Oct 10.00(P90)Cargoandgoodsintransit 12Apr/04Oct 13.30
insurances
(P91)Aviationandspaceinsurance 14Apr/06Oct 13.30(P92)Insurancebusinessandfinance 13Apr/05Oct 13.30(P93)Commercialproperty 14Apr/06Oct 13.30
andbusinessinterruption (P94)Motorinsurance 14Apr/06Oct 13.30(P96)Liabilityinsurances 13Apr/05Oct 13.30(P97)Reinsurance 13Apr/05Oct 13.30(P98)Marinehullandassociated 11Apr/03Oct 13.30
liabilities
Advanced Diploma exams(510)Risk,regulationand 14Apr/06Oct 13.30
capitaladequacy(530)Economicsandbusiness 13Apr/05Oct 13.30(555)Lifeanddisabilityunderwriting 13Apr/05Oct 13.30(556)Lifeanddisabilityclaims 11Apr/03Oct 13.30(590)PrinciplesofTakaful 11Apr/03Oct 13.30(655)Riskmanagement 12Apr/04Oct 13.30(735)Lifeassurance 14Apr/06Oct 13.30(770)Principlesofmarineinsurance 11Apr/03Oct 13.30(790)Privatemedicalinsurance 12Apr/04Oct 13.30(815)Underwritingmanagement 12Apr/04Oct 13.30(820)Advancedclaims 11Apr/03Oct 13.30(930)Advancedinsurancebroking 11Apr/03Oct 13.30
(945)Marketinginsuranceproducts 14Apr/06Oct 13.30andservices
(960)Advancedunderwriting 12Apr/04Oct 13.30
(990)Insurancecorporatemanagement 12Apr/04Oct 13.30
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Costs, fees and refunds
All fees apply 01 Jan 2011–31 Dec 2011.co
sts
CII membershipForthosecandidateswishingtobecomeCIImembers,oneofthesubscriptionfeesshownoppositearepayable,inadditiontoaone-off£36admissionfee.
IfyoupaythesubscriptionfeebymonthlyDirectDebit,wewillspreadthecostoftheadmissionfeeacrossyour12monthlypayments.*Adiscountedmembershipfeeisavailablefor
individualsresidinginthefollowingcountries.Thesehavebeencategorisedas‘low’or‘lowermiddleincome’byTheWorldBankCountryIncomeClassificationList(asofJuly2010):
Member Non-member
Fee per credit £3 £4
Thisispayableoncethecreditshavebeenawarded.Seepage13fordetailsontherecognitionofpriorlearning.Afeeispayableforeachindividual
creditawardedinrespectofpriorlearningthatyouhaveundertakenoutsideofCIIqualifications.
Recognition of prior learning
Change after entry £39Certificate units (non-UK)/Diploma/ Advanced Diploma units Changesmustberequestedbeforetherelevantclosingdateforexamentryatnormalfee.Multiplechangeswillbecoveredbyasinglefeeprovidedtheyaresubmittedtogether.Note:Inrespectofallunitsnochanges,apartfromyouraddressorname(whichmustbesupportedbyoriginalorcertifiedevidence),canbemadetoyourexamentryafterthespecifieddeadlinessetoutabove.Aftertherelevantdeadlinehaspassedshouldyouwishtowithdrawyouwillnotreceivearefundexceptinthecaseofillness.
Certificate units (UK) Changesmustberequestedatleast21daysbeforethedateoftheexamforwhichyouhaveentered.Multiplechangeswillbecoveredbyasinglefeeprovidedtheyaresubmittedtogether.
Change of session, unit or centre fee
Notes:•Residentsofthelowandlowermiddleincomecountrieslistedabovebenefitfroma50%discountonthe‘studytextwithupdates’,aswellasallrevisionaidsavailablefortheirselectedunit.
•CandidateswhoaremembersofanoverseasassociatedoraffiliatedinstitutemaypurchasestudymaterialsandenterforCIIexamsatthesamepriceasthatchargedtoCIImembers(seepage28forafulllistoftheseinstitutes).
Refer to page 14 for a full listing of study options and revision aidsStudy options and revision aids
Member Non-member
Fee per Certificate unit £91 £124
Fee per Diploma unit £110 £146
Fee per Advanced Diploma unit £115 £153
Forexamentriesreceivedafterthenormalclosingdate,uptotwoweeksbeforethesession,thenormalfeeispayabletogetherwithalateentryfeeof£75perunit.Thisissubjecttospacebeingavailableattheexamcentre.
InrespectofDiplomaandAdvancedDiplomaunitsthefeesshownareforentriesreceivedbeforenormalclosingdates.
Exam entry fees – applicable in respect of exams sat in 2011
Furtherdetailsincludinganyfeespayablecanbefoundatwww.cii.co.uk/exampolicies
Post-results review of marking (Diploma/Advanced Diploma units only)
Cancellationofanexamentryatleast21daysbeforethedateoftheexamforwhichyouhaveentered:
Cancellationofanexamentrybeforethefinalclosingdateatnormalfee:
Absencefromexamwithmedicalevidence(tobereceivedwithintwomonthsofthedateoftheexam):
RefundsCertificate units (UK)
Certificate (non-UK)/Diploma/ Advanced Diploma units
All units
50% of exam entry fee
50% of exam entry fee or free entry
IfyouholdanyCIIqualificationsyoumustjointheCIIattheappropriatemembershiplevel.
Ordinary member
Cert CII
Dip CII IncludingDipCII(Claims)
UK subscription (Monthly fee)
£5.84
£8.75
£11.17
UK subscription (Annual fee)
£70
£105
£134
International subscription (Annual fee)
£50
£69
£80
Low GDP* subscription (Annual fee)
£35
£45
£55
IncludingCertCII(Claims)and(LondonMarket)
Afghanistan,Angola,Armenia,Azerbaijan,Bangladesh,Belize,Benin,Bhutan,Bolivia,BurkinaFaso,Burundi,Cambodia,Cameroon,CapeVerde,CentralAfricanRepublic,Chad,China,Comoros,Congo(Dem.Republicof),Coted’Ivoire,Djibouti,Ecuador,Egypt,ElSalvador,Eritrea,Ethiopia,Gambia,Georgia,Ghana,Guatemala,Guinea,Guinea-Bissau,Guyana,Haiti,Honduras,India,Indonesia,Iraq,Jordan,Kenya,Kiribati,Korea(Dem.Peo.Rep.of),Kosovo,Kyrgyzstan,LaoPeople’sDemocraticRep.,Lesotho,Liberia,Madagascar,Malawi,Maldives,Mali,MarshallIslands,Mauritania,Micronesia,Mongolia,Morocco,Mozambique,Myanmar,Nepal,Nicaragua,Niger,Nigeria,Pakistan,PapuaNewGuinea,Paraguay,Philippines,RepublicofMoldova,Rwanda,Samoa,SaoTomeandPrincipe,Senegal,SierraLeone,SolomonIslands,Somalia,SriLanka,Sudan,Swaziland,SyrianArabRepublic,Tajikistan,Tanzania(UnitedRep.of),Thailand,TimorLeste,Togo,Tonga,Tunisia,Turkmenistan,Tuvalu,Uganda,Ukraine,Uzbekistan,Vanuatu,Vietnam,WestBankandGaza,Yemen,Zambia,Zimbabwe.
2928
Copyright
5.AllCIIstudymaterialsarecopyrighted.Byplacinganorderyouundertaketousethematerialsforyourownpurposesonlyandnottosell,lendorgivethemtoanyoneelse.Anyformofcopyingofmaterialsisprohibited.FromthedateofreceiptbytheCIIofyourorderpleaseallow10dayswithintheUKor21daysoutsidetheUKfordeliveryofmaterials.MaterialssentwithintheUKrequireasignature;pleaseensurethattherewillbesomeonetoacceptdeliveryattheaddressshownontheform.
Your right to cancel
6.InaccordancewithTheConsumerProtection(DistanceSelling)Regulations2000youhavearightofcancellationinrespectoftheProductsandServices,listedinthisbrochure,whichrightshall(subjecttotheRegulations)expiresevenworkingdaysfromthedayafterthedateonwhicheithertheproductsarereceivedbyyouoryourorderforservicesisacceptedbytheCII.Shouldyouwishtocancel,noticeshouldbesenttoCustomerService.Whereproductshavebeensuppliedtoyoupriortosuchcancellationtheymustbereturnedtous,intheconditioninwhichtheyweresuppliedtoyou,atyourexpense.Reimbursementforanymoniespaidbyyouwhichrelatetothecancellationwillbesenttoyouwithin30daysofreceivingthenoticeofcancellationorifproductsaretobereturnedtous,within30daysoftheirreceipt.IntheeventoflessthansevendaysnoticeofcancellationbeinggiveninrespectofaCertificateexamentryandif,whereapplicable,theCIIisunabletorecovercostssufferedasaresultofsuchshortnoticecancellationthentheCIIcanrecoverthesecostsfromyou.
Additional terms and conditions
7.PleasenotethereareadditionaltermsandconditionswhichapplytocandidatesenteringforexamswiththeCII.Theyrelateinthemaintoenteringforandsittingexamsandthesubsequentissueofexamresults.PleasenotethatinenteringfortheCertificate/Diploma/AdvancedDiplomayouagreetobeboundbytheseadditionalterms.Fulldetailscanbefoundatwww.cii.co.uk/exampolicies
Fairness, integrity and the CII appeals procedure
8.TheCIIiscommittedtogivingallqualificationcandidatesanequalopportunityofachievingtheseinlinewithcurrentUKandEUDirectives.Itisalsocommittedtoopenandfairprocessesandaspartofthisprocessrunsatransparentappealspolicy.Furtherdetailsontheappealspolicycanbefoundatwww.cii.co.uk/exampolicies
UK, Channel Islands, Isle of Man & Ireland
Centre Code
Aberdeen 010Belfast 015Birmingham 005Bolton 080Bournemouth 018Brighton 020Bristol 021Cambridge 022Cardiff 024Carlisle 025Cavan 330Chelmsford 026Chester 028Cork 302Coventry 029Croydon 030Douglas,IoM 091Dublin 301Dundee 034Ealing 088Edinburgh 009Exeter 035Folkestone 087Galway 304Glasgow 004Gloucester 036Guernsey 090Guildford 038Horsham 082Hull 041Inverness 043Ipswich 044Jersey 081Leeds 006
Leicester 046Limerick 303Lincoln 047Liverpool 002London 001Luton/Stevenage049Manchester 003Middlesbrough 051MidKent 050Newcastle-upon-Tyne 008Northampton 052Norwich 007Nottingham 053Oxford 054Peterborough 056Plymouth 057Preston 059Reading 060StAustell 092Sheffield 062Shrewsbury 063Sligo 306Southampton/Eastleigh 064Southend-on-Sea 086Stoke-on-Trent 065Stratford-upon-Avon 066Swansea 067TunbridgeWells 071Watford 072York 075
International Centres
Centre Code
North AmericaChicago(USA) 435Toronto(Canada)531Vancouver(Canada) 536CaribbeanBridgetown(Barbados) 423Castries(StLucia)595Freeport(Bahamas) 570GeorgeTown(GrandCayman) 597GrandTurk(Turks&CaicosIslands) 702Kingston(Jamaica) 471Nassau(Bahamas) 498PortofSpain(Trinidad) 51
StJohn’s(Antigua) 605Central AmericaBelizeCity(Belize) 577MexicoCity(Mexico) 488South AmericaBuenosAires(Argentina) 685Bogota(Colombia) 421Georgetown(Guyana) 451Lima(Peru) 542RiodeJaneiro(Brazil) 514Santiago(Chile) 730
EuropeAmsterdam(Netherlands) 409Athens(Greece) 411Barcelona(Spain) 557Berne/Basel(Switzerland) 568Bucharest(Romania) 706Cologne(Germany) 448Copenhagen(Denmark) 438Gibraltar 452Helsinki(Finland)705Kiev(Ukraine) 405Lisbon(Portugal) 563Madrid(Spain) 482Milan(Italy) 489Moscow(Russia)649Munich(Germany) 594Nicosia(Cyprus) 501Oslo(Norway) 502Paris(France) 503Riga(Latvia) 701Sofia(Bulgaria) 417Valetta(Malta) 535Vilnius(Lithuania)729Warsaw(Poland) 700Istanbul(Turkey) 461Central AsiaAlmaty(Kazakhstan) 712Baku(Azerbaijan) 608West & Central AfricaAccra(Ghana) 401Banjul(Gambia) 600Freetown(SierraLeone) 449Lagos(Nigeria) 476Horn and East Africa AddisAbaba(Ethiopia) 402DarEsSalaam(Tanzania) 441Asmara(Eritrea) 710Kampala(Uganda)465Khartoum(Sudan)469Mombasa(Kenya)490Nairobi(Kenya) 497Southern AfricaBlantyre(Malawi)548Capetown(SouthAfrica) 431Gaborone(Botswana) 618Harare(Zimbabwe) 517Johannesburg(SouthAfrica) 463Lilongwe(Malawi)615Lusaka(Zambia) 480Ndola(Zambia) 499
North Africa, Middle East & Gulf AbuDhabi(UAE) 609Amman(Jordan) 408Manama(Bahrain)414Beirut(Lebanon) 675Cairo(Egypt) 427Dammam(SaudiArabia) 407Doha(Qatar) 617Dubai(UAE) 547Jeddah(SaudiArabia) 553Safat(Kuwait) 475Muscat(Oman) 587Riyadh(SaudiArabia) 572Tehran(Iran) 560South Asia Chennai(India) 481Colombo(SriLanka) 437Delhi(India) 442Dhaka(Bangladesh) 440Hyderabad(India) 724Islamabad(Pakistan) 718Karachi(Pakistan) 468Kolkata(India) 727Lahore(Pakistan)477Mumbai(India) 422East Asia Beijing(China) 670Changsha(China) 636HongKong 457Seoul(Korea) 627Shanghai(China) 671Shenzhen(China)726Taipei(Taiwan) 527Tokyo(Japan) 546South East Asia Bangkok(Thailand) 416HoChiMinhCity(Vietnam) 711Jakarta(Indonesia) 443KualaLumpur(Malaysia) 472PhnomPenh(Cambodia) 728Singapore 521Indian OceanPortLouis(Mauritius) 510Mahe(Seychelles) 607Atlantic Hamilton(Bermuda) 456
Note:Occasionally,examinationsmayhavetobeheldatlocationsotherthanthoseshown.Pleaseremembertocheckyouradmissionpermittoconfirmalldetailsofyourexamination.
Entering for a qualification:Important information
CII membership
1.IfyouarenotalreadyaCIImember,youcanbecomeamemberwhenyouapplyfortheCertificate/Diploma/AdvancedDiploma.MembershipoftheCIIisopentoanyonewholly/mainlyemployedorengagedinworkconnectedwithinsurance.Ifyouwishtoapplyformembershipanditisnotclearfromyourapplicationformthatyouworkininsurance,pleaseprovidebriefdetailsofthenatureofyourworkandtheproportionofyourtimespentoninsurancemattersonaseparatesheetofpaper.
Local institutes
2.IfyouareaCIImemberlivingintheUK,theChannelIslandsortheIsleofManyouwillautomaticallybecomeamemberofalocalinstitute.
Pleaseensurethatyouselectyourpreferredlocationfromthelistprovidedbelowandentertherelevantnameinthespaceprovidedontheapplicationform.
List of local institutes:
Aberdeen;Bedford&MiltonKeynes;Belfast;Birmingham;Blackburn&Burnley;Bolton;Bournemouth;Bradford;Brighton;Bristol;Cambridge;Cardiff;Carlisle;Chelmsford&SEssex;Cheltenham&Gloucester;Chester&NorthWales;Coventry;Croydon;Edinburgh;Exeter;Folkestone,Canterbury&EKent;Glasgow;Guernsey;Guildford;Halifax;Harrow&Ealing;Hull;Inverness,theHighlands&Islands;Ipswich,Suffolk&NEssex;IsleofMan;Jersey;Kendal;Leeds;Leicester;Lincoln;Liverpool;London;Luton&StAlbans;Manchester;MidKent;Middlesbrough;Newcastle-upon-Tyne;Northampton;Norwich;Nottingham;Perth&Dundee;Peterborough;Plymouth&Cornwall;Preston&Blackpool;Reading;RoyalTunbridgeWells;Sheffield;Shropshire&MidWales;Southampton;Stoke-on-Trent;Stratford-upon-Avon;Swansea&WestWales;Swindon;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 institutes
3.Ifyouliveinanareawhereanassociatedoraffiliatedinstituteisestablished(seebelow)youshouldapplytothesecretaryoftheinstituteconcernedfordetailsoflocalmembership.AddressescanbeobtainedfromCustomerService.
IndividualslivingoutsidetheUKwhoaremembersofanassociatedoraffiliatedinstitutemayentertheCIIexamsandpurchasestudymaterialsatthesamepricesasthosechargedtomembersoftheCII.
Associated institutes:
Ireland(Cork,Dublin,Dundalk,Galway,Limerick,Sligo).
Overseas affiliated institutes:
Australia&NewZealand(AustralianCapitalTerritory;NewZealand{Auckland};NewSouthWales;NorthernTerritory;Queensland;SouthAustralia;Tasmania;Victoria;WesternAustralia);Bahamas;Barbados;Bermuda;Botswana;Canada(Ontario;Quebec);RepublicofChina;Cyprus;Egypt;UnitedArabEmirates;Fiji;France(Bordeaux);Germany;Ghana;Guyana;HongKong;India(Mumbai;Hyderabad);Indonesia;Jamaica;Kenya;Malawi(Blantyre;Lilongwe);Malaysia;Mauritius;Namibia;Netherlands(Rotterdam;Utrecht);Nigeria;Pakistan;PapuaNewGuinea;Philippines;Poland(Warsaw);SaudiArabia(Riyadh);StLucia;Singapore;SouthAfrica(CapeofGoodHope;Drakensberg;EastRand;EasternCape;FreeState;Gauteng{Johannesburg};Natal;NorthernGauteng{Pretoria};NorthernProvince{Pietersburg};TheBorder{EastLondon},TheLowveld);SriLanka;Tanzania;Trinidad&Tobago;Turks&Caicos;Uganda;WestAfrica(TheGambia);Zambia(Copperbelt{Ndola};Kitwe;Lusaka);Zimbabwe(Bulawayo;Harare).
Exam centres – UK and International
4.Placesareallocatedonafirst-come,first-servedbasis.
Everyeffortismadetoensureyoureceiveyourpreferredchoice,however,ifacentreyouchooseisnotavailableforaparticularsittingyouwillbeallocatedtoyoursecondchoiceoranotherconvenientcentre.
Itisplannedthatallcentres,includinginternational,willbeavailableinAprilandOctoberunlessotherwiseindicated.
impo
rtant
info
rmat
ion
Certificate/Diploma/Advanced Diploma in Insurance
Application formICI005 (11/10)
Onceyouhavereadthenotesoncompletingyourapplication,youcaneither:
• complete and submit your application online at www.cii.co.uk/gi-qualifications
•phonethroughyourordertoCustomerServiceon+44(0)2089898464ensuringthatyouhaveyourcredit/debitcarddetailsready
•completetheformbelowandpostorfax+44(0)2085303052toCustomerService.
Important note:Toensurethatyourapplicationisprocessedcorrectlycanyoupleaseenteryournameatthetopofeachpageinthespaceprovided.
Section A – Personal details(Pleasecompleteallfields.YournameshouldbeenteredasyouwishittoappearonallofficialCIIdocuments.)
HaveyoueverhadpreviouscontactwiththeCII? Yes No(Pleasetick)
PleasegiveyourCII/PFSpermanentidentitynumber(PIN)ifknown PIN
Mr/Mrs/Miss/Ms Surname
Forenames Dateofbirth
Employer’sname
Tel Ext Mobile
email*
Workaddress
Postcode Country
Homeaddress
Postcode Country
* Please take care when providing your email address as most correspondence will be sent electronically. Email address must be included when ordering ed.LEARN.
Tickaddresstobeusedforpostalcorrespondence Home Work
Please only tick one box per category
Type of organisation Insurancecompany Broker/Intermediary Lloyd’s Reinsurancecompany/broker
Lossadjuster/Lossassessor Bank/BuildingSociety Consultancy Legal
Other
Area of work Underwriting Claims/Lossadjusting Broking Sales/Marketing
Riskmanagement/ Administration/ Compliance HR/Training Surveying Processing
Finance Other
Job category Administrative Technical Advisory Supervisory/Controller
Middlemanagement Seniormanagement Executive(CEO,Director) Businessowner (Branch,Office,Dept) (General,Headof)
Other
Isyouremployeramemberofanetworkordoesitworkwithacomplianceservicesprovider? Yes No
Ifyes,pleasespecify
Study pathWhereyouarestudyinginordertocompleteaqualificationpleaseindicatebytickingtheappropriatebox:
AwardinLondonMarketInsurance CertificateinInsurance DiplomainInsurance AdvancedDiplomainInsurance
Please turn over
CII qualifications are hugely important at the Towergate Business School, providing a crucial technical and business foundation.
All insurance roles at Towergate require an appropriate CII qualification and they are integral to our recruitment and retention policy. A large percentage of our underwriting, claims and broking people are continuously engaged in formal study or CPD.
The new qualification structure allows people to study relevant subjects at the right level and enables us to promote career development to support the business.
We are hugely proud of our corporate Chartered Insurance Brokers and Chartered Insurers status and our commitment to the Aldermanbury Declaration, which all recognise our commitment to staff development and the provision of excellent customer service.
Fiona AndrewsGroupHeadofPeopleDevelopment&RewardTowergateInsurance
Please turn over
Certificate/Diploma/Advanced Diploma in Insurance application form – ICI005 (11/10)
Enteryourname
Section C – Study options and revision aidsFor CERTIFICATE UNITS ONLY,please indicate when you will be sitting the exam(s) as this will determine which version of the study option(s)/revision aids we send you:
pre 01 Sep 11 post 01 Sep 11
Iwishtoorderthefollowinglearningmaterials:
Study packages CII use Member Non-member Unit code Total
CertificateinInsuranceblendedlearningprogrammeUnitsIF1–IF8(Seepg14)
LP £283(membershippayableseparately)
Memberonly £
AwardinLondonMarketInsurance•LM1+LM2
UD £269 £269 £
•LM1only UD £132 £166 £
•LM2only UD £193 £243 £ Sub total £
Study options CII use Member Non-member Unit code Total
Continuousassessment (Seepg16forinformationonunitsavailable)
CA £228 £252 £
Studytextwithupdates•Diploma/AdvancedDiplomaunits
UD £124 £140 £
•unitsIF1–IF8 UD £108 £127 £
Studytextrenewal•Diploma/AdvancedDiplomaunits
UD £50 £65 £
•Certificateunits UD £48 £62 £
Upgradetocontinuousassessment(Seepg16forinformationonunitsavailable)
£91 £99 £ Sub total £
Revision aids CII use Member Non-member Unit code Total
Examinationguide availableonlineatwww.cii.co.uk
Keyfactbooklets(Seepg18) KF £23 £25 £
ed.LEARN®(Seepg18)•onlinetutorial EL £83 £83 £
•CDROM CBT £83 £83 £
Revisionworkshops•(P05,P97)(Seepg20)
WS £385 £445 £
•(530,655,815,820,930) WS £410 £475 £
Date Venue
Revisiondays(Seepg20)•IF1–IF4 R £205 £235 £
•P05,P21,P80,P81,P85,P86,P90,P91,P92,P93,P94,P96,P97
R £230 £270 £
•510,530,590,655,735,815,820,945,990 R £260 £300 £
Date Venue
Eveningclasses(Seepg22)•Eightweekcourse(510) L510 £495 £570 £
Date
•Sixweekcourse(P05,P97,530) EC £370 £430 £
Date
Genericusingformulaeandpractisingcalculations(Seepg22)
EC £205 £235 £
Date
Examtechniquescourse(Seepg22) ET £155 £175 £ Sub total £
Date
Postage fee(notapplicabletotrainingcourses):
UK and EU £4 per order. All other countries £15 per study option and £8 per revision aid purchased.
Note:IfyouarebasedoutsidetheUKandknowwhenyouwanttosittheexampleasecompleteSectionD.
Please choose from one of the following membership levels. If you hold any CII qualifications you must join the CII at the correct member level:
Postage fee £
Certificate/Diploma/Advanced Diploma in Insurance application form – ICI005 (11/10)
Enteryourname
Section B – CII membershipRemember, membership not only gives you useful discounts on learning material and exam entry, you’ll also receive exclusive benefits to help you in your studies and working life. And once qualified, you’ll be able to use the industry recognised designation.
(PleaseONLYcompletethissectionifyouareapplyingformembership.GotoSectionCifyouarealreadyamember.)
IwishtoapplyformembershipoftheCII Yes No
Iwishtojointhefollowinglocalinstitute–UKonly(Seepage28)
Pleaseticktherelevantboxtoconfirmwhetheryouhave:
–Beenmadebankruptorbeensubjecttoanindividualvoluntaryarrangement(orsimilarprocedure). 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.
TheCIIreservestherighttoreferanysuchmembershipapplicationsasitdeemsnecessarytotheCIIMembershipApplicationSubCommittee(MASC)whosedecisionwillbefinalandbinding.TheMASCisaSub-CommitteeoftheCIIDisciplinaryCommittee.
Anon-exhaustivelistofinstanceswhereapplicationswillnormallybereferredtoMASCincludethecircumstanceslistedabove.Importantly,anypastfailuretocomplywiththeCII’sCPDrequirements,applicabletoqualifiedmembers,willbedeemedanappropriatetriggerforreferral.
InbecomingamemberoftheCharteredInsuranceInstitute(CII),Iagreetoabideby:theCIICharterandBye-laws;theCIICodeofEthics;allCIIrulesandregulations;theconstitutionandBye-lawsofanylocalinstituteofwhichIbecomeamember;andtheCII’sContinuingProfessionalDevelopmentscheme(onlyapplicabletoqualifiedmembers). Yes
Youmustanswerthequestionsonthisformtruthfully,includingthedeclarationsyoumake.Anyinformationyouprovidewhichismisleadingoruntruemayresultinyourmembershipbeingcancelled.Itmayalsoleadtodisciplinaryorcriminalproceedings.IfthereareanyquestionsoranypartsofthedeclarationsonthisformwhichyoudonotunderstandthenyoucanrefertotheCIIwebsitewww.cii.co.uk/explanatorynotesalthoughtheCIIdoesnotacceptanyliabilityforinformationorclarificationgiven.
FacultiesPleasechoosebelowwhichfacultyyouwouldliketojoin.TheseareforumsoftheCIIwhichprovidearangeofservicesinsupportofindividualsworkinginspecificindustrysectors–furtherinformationcanbefoundatwww.cii.co.uk/facultiesInapplyingforCIImembershipyoucanjoin one faculty for free.IfyouwishtojoinadditionalfacultiespleasecontactCIICustomerServiceon+44(0)2089898464.
(selectone)
InsuranceBroking Claims LondonMarket Life&Pensions Underwriting (Forgeneralinsurancecompanyemployees)Membership fees1. Anadmissionfeeof£36ispayablebyALLapplicants.
2(a).Pleasethenselecttheappropriatememberfee.
CII membership level UK subscription (Monthly fee)
UK subscription (Annual fee)
International subscription (Annual fee)
Low GDP† subscription (Annual fee)
Ordinary member £5.84 £70 £50 £35
Cert CII* £8.75 £105 £69 £45
Dip CII ** £11.17 £134 £80 £55
*SamefeeappliestoCertCII(Claims)and(LondonMarket)**SamefeeappliestoDipCII(Claims)†Adiscountedmembershipfeeisavailableforindividualsresidentincountriescategorisedas‘lowincome’or‘lowermiddleincome’.Seepage26fordetails.
Important note:Anadditional£3subscriptionfeeispayableformembershipoftheInsuranceInstituteofLondon.
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) bychequeordebit/creditcard.If you choose this option please enter the correct amount in the sub total box, including the admission fee.
Sub total £
(toincludethe£36admissionfee)
Ordinary–IdonotcurrentlyholdaqualificationinInsurance.
Cert CII –IhavepassedtheCertificateinInsuranceorequivalent.
Cert CII (Claims)–IhavepassedtheCertificateinInsuranceincludingthesubjectIF4(Insuranceclaimshandlingprocess)andIalsowishtojointheClaimsFaculty.
Cert CII (London Market)–IhavepassedtheCertificateinInsurance,includingtheAwardinLondonMarketInsurance(orLLMITpriorto01July2010)andIalsowishtojointheLondonMarketFaculty.
Dip CII–IhavepassedtheDiplomainInsuranceorequivalent.
Dip CII (Claims)–IhavepassedtheDiplomainInsurance,includingsubjectseitherP85(Claimspractice)or820(Advancedclaims);andIalsowishtojointheClaimsFaculty.
It’s important to have the credentials.
Certificate/Diploma/Advanced Diploma in Insurance application form – ICI005 (11/10)
Enteryourname
Section F – Total payable and method of paymentInsert the total value of all items ordered in Sections B to D.
Note:AllpricesquotedareinclusiveofVAT,whereappropriate,atthecurrentrates.Pricesaresubjecttochangewithoutnotice.Pleaseensurethatwhereapplicableyouhaveincludedtheappropriatepostagefee–seeSectionC.
Ifyouwouldliketoreceiveapaymentreceipt,pleasetickoneofthefollowingdeliveryoptions(ifselectingemailbesuretoprovideyouremailaddressonthefirstpageoftheform): Email Post
Tickmethodofpaymentand,ifapplicable,completethecarddetails.
Cash/chequepayabletoTheCharteredInsuranceInstitute(pleasewriteCIIPINnumberifknownonthebackofthecheque).
Note: AllremittancesmustbeinSterling.Cashshouldonlybesentbyrecordeddelivery.NoliabilitycanbeacceptedbytheCIIforcashsentviapost.PaymentfromcountriesoutsidetheUKmustbemadebybanker’sdraft,payableinSterlingtotheCIIdrawnonaUKbank,orbycredit/debitcard(Visa,Mastercard,Maestro,SoloorDelta).
Credit/debitcard:Pleasedebitmy/ouraccountwiththetotalcostofthegoodsandservicesorderedonthisform.
Typeofcard(pleasetick) VISA MASTERCARD DELTA MAESTRO SOLO
Validfrom* Expirydate* Issuenumber*
Cardnumber*
*Pleasecompleteaccordingtotheinformationonyourcredit/debitcard.
Cardholder’snameandaddressifdifferentfromabove
Cardholder’sSignature Date
Pleasefaxthecompletedformifpayingbycredit/debitcardon+44(0)2085303052orsendwithyourchequetoCustomerService,CII,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. BypayingviamonthlyDirectDebit,youwillautomaticallybeenteredintoaprizedrawtowinayear’sfreesubscriptiontotheCII.PleasecallCIICustomerServiceon+44(0)2089898464tosetupamonthlyDirectDebitoverthephoneorcompletetheDirectDebitmandatebelow,signthedeclarationinSectionEandreturntoCIICustomerService.
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)
I wish to pay my subscription by monthly Direct Debit payments
Signature Date
BanksandBuildingSocietiesmaydeclinetoacceptinstructionstopayDirectDebitsfromsometypesofaccounts.TheDirectDebitGuarantee:TheGuaranteeisofferedbyallBanksandBuildingSocietiesthattakepartintheDirectDebitScheme.TheefficiencyandsecurityoftheSchemeismonitoredandprotectedbyyourownBankorBuildingSociety.IftheamountstobepaidorthepaymentdateschangeTheCIIwillnotifyyou10workingdaysinadvanceofyouraccountbeingdebitedorasotherwiseagreed.IfanerrorismadebyTheCIIoryourBankorBuildingSociety,youareguaranteedafullandimmediaterefundfromyourbranchoftheamountpaid.YoucancancelaDirectDebitatanytimebywritingtoyourBankorBuildingSociety.PleasealsosendacopyofyourlettertoTheCII.
Certificate/Diploma/Advanced Diploma in Insurance application form – ICI005 (11/10)
Enteryourname
Section D – Exam entryIwishtoenterthefollowingexamsinApril/October2011(deletesessionwhichisnotapplicable)atthecentrein:
Firstchoice Centrecode
Secondchoice Centrecode
Unit codes Member Non-member No of units Entry fee
Certificate:•OnlycompletethissectionifyouareplanningtositCertificateexamsoutside of the
UK.TositanexamintheUK,youmustenteronlineatwww.cii.co.uk/onlineorbycallingCustomerService
•IfyouhaveboughttheblendedlearningprogrammeoranAwardinLondonMarketInsurancepackagedo notincludetheexamfee
£91 £124 £
Diploma
£110 £146 £
AdvancedDiploma
£115 £153 £ Sub total £
Additional late entry fee (Seepg26) £
Section E – DeclarationsIdeclarethatallinformationprovidedbymeonthisformistrueandcorrecttothebestofmyknowledge.
Application for study materialsIundertaketousethemformyownpurposesandnottosell,copy,lendorgivethemtoanyoneelse.
Exam prizes OrganisationsotherthantheCIIsponsorprizesandawardsbasedonCIIexamperformance.Ifyoudonotwishanyinformationtobepassedontotheseorganisations,pleasetickthisbox.
Terms, conditions and cancellation Ihavereadandagreetothetermsandconditionscontainedinthisbrochure,includingmyrightofcancellation.
Data protection and privacy TheCIIisregisteredundertheDataProtectionAct1998andwillensurethatinprovidingproductsandservicestoyou,it(anditsbusinessassociates)willprocessyourpersonaldatafairly.Bysubmittingthisapplication,IconsenttotheCIIprocessingmydata.FulldetailsareincludedintheCIIDataProtectionandPrivacystatementwhichisavailableontheCII’swebsite.
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StudyoptionsandrevisionaidsareprovidedbytheEducationandTrainingTrustoftheCharteredInsuranceInstitute(acompanylimitedbyguarantee)Registeredoffice:20Aldermanbury,LondonEC2V7HY.RegisteredCharityno.1021017
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It’s important to have the credentials.
Join the growing community of insurance professionals by becoming a member of the CII.
Statistics show that a member’s pass rate is higher than a non-member’s.
Join up to get help passing exams: • Discounts on learning materials, exams,
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And ongoing support for your career:• Use our world renowned designations – Cert CII, Dip CII, ACII and Chartered status• News and regulatory updates• Online career support centre
To sign up please use the form enclosed, contact us on 020 8989 8464or visit www.cii.co.uk/join
Membership from as little as £5.84 a month by Direct Debit. UK tax-payers can claim income tax relief on membership fees.
Sound technical knowledge is a cornerstone of our commercial operation, providing our people with the ability to accept and manage risk. We encourage all technical underwriting staff to study for CII qualifications and support their efforts throughout. This starts with our underwriting apprenticeships, where the development programme includes the completion of Certificate and Diploma exams, through to experienced staff studying for the Advanced Diploma.
Our approach is to map the various qualifications against different roles so that our staff know what is expected of them at any given point in their career. And the comprehensive nature of the CII’s qualifications framework means it can cater for all our qualification needs.
Roy WatkinsonTechnical and Commercial Underwriting DirectorAXA Insurance
Ref: CII – ICI005 (01/11)CII_5564
The Chartered Insurance Institute 42–48 High Road, South Woodford, London E18 2JPtel: +44 (0)20 8989 8464 fax: +44 (0)20 8530 3052 email: customer.serv@cii.co.uk website: www.cii.co.uk
© The Chartered Insurance Institute 2011
Certificate/Diploma/Advanced Diploma in Insurance2011 Information for candidates
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