• Anyone working in specific technical claims handling or underwriting roles within a call or service centre environment

• Insurance staff employed in support functions such as human resources, marketing, IT and finance, wishing to develop an understanding of the industry in which they work

• Staff working for an organisation whose primary business is not insurance, but which offers insurance advice and products as part of its overall service to customers

• Apprentices undertaking the Level 3 Advanced Apprenticeship in Providing Financial Services or the Level 3 Insurance Practitioner Apprenticeship

For information about pathways relevant to Protection, please visit our dedicated protection section.

Before starting study, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.

Find out more about recognition of prior learning

Specific study time guidelines are provided for each unit on its webpage and in the CII qualifications brochure. The notional Ofqual ‘Total Qualification Time’ for this qualification is 160 hours. This represents the time a student might typically take to complete the qualification by the shortest combination of units. The number of hours may increase dependent on the units chosen, varying from 160–200 hours.

Certificate level units are a assessed by multiple choice question (MCQ) exams. For online MCQ exams, results notification is immediate on completion. For paper-based MCQ exams, results are released five weeks’ following the exam sitting.

Find out more about assessment, including policies and centres

Qualification units are delivered through purchasing an Enrolment, equipping you with the essential materials to support core learning. For a single fee, an Enrolment typically includes: study text, assessment and access to RevisionMate, our online study tool.

We also offer additional revision aids through purchasing Enrolment plus for most key units. These range from Key fact booklets and Question packs, to Learn online tutorials.

Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification’s completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units

Core Unit: W01: Award in General Insurance (non-UK) (W01)

Summary of learning outcomes  

1. Understand the nature and main features of risk and insurance
2. Know the structure and main features of the insurance market
3. Understand the main legal principles governing insurance contracts
4. Understand the main regulatory and legal principles applicable to the transaction of
   insurance business
5. Know key aspects of ethics, corporate governance and internal controls

Assessment

• 2 hour exam
• 100 multiple choice questions
• 70% nominal pass mark
• The 2022 pass rate for this unit was 70%

Option Units

IF2: General Insurance Business (IF2)

Summary of learning outcomes  

1. Know insurance products and associated services for general insurance business.
2. Understand underwriting and policy wordings for general insurance business.
3. Know how to apply knowledge of principles of premium calculation of general insurance business to a given set of circumstances.
4. Understand claims within the context of general insurance business.
5. Know how to apply knowledge of principles concerning the operation of policy conditions affecting claims for general insurance business to a given set of circumstances
6. Understand information and communication technology, security, confidential information and data protection within general insurance business.
7. Understand customer service within general insurance business.

Assessment

• 2-hour exam
• 100 multiple choice questions
• 70% nominal pass mark
• The 2022 pass rate for this unit was 72%