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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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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dsDependingupontheselectedunit,thesecompriseeitherapastpaperwithexaminers’commentsoncandidates’performanceandkeypointsforinclusioninyouranswersoracompletespecimenexaminationandanswers,highlightingsyllabusareascoveredandusefulhints.

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.

Sharing information with your employer TheCIIwill,upontheemployer’srequest,provideyouremployerwithdetailsofyourexaminationrecord,includingattempts,alongwithyourCIIPersonalIdentificationNumberunlessyoutickthisbox.

Privacy and electronic communications regulations WemayfromtimetotimewishtodrawyourattentiontootherCIIproductsandserviceselectronicallywhicharelikelytobeofinteresttoyou.TheCIIwillassumethatyouconsenttoususingyourdatainthisway,unlessyoutickthefollowingbox.

Sharing your data with third parties TheCIIGroupwillneversellyourdatatothirdpartiesforcommercialgain.Wemay,however,shareyourdatawiththirdpartieswhoprovideproductsandservicesthatcomplementthoseofferedbytheCII.TheCIIwillassumethatyouconsenttoususingyourdatainthisway,unlessyoutickthefollowingbox.

Signed Date

Please allow 10 days for delivery in the UK and 21 days internationally from receipt of your correctly completed application form.

Materials sent within the UK require a signature; please ensure there will be someone to accept delivery at the specified address shown on the form.

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,

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

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

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