As the premier professional body for the insurance and financial planning professions, the CII promotes higher standards of integrity, technical competence and business capability. With over 120,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to these sectors. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and subscribe to the standards associated with professional status. The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional competence. Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics.
The importance of professional qualifications for financial planning and insurance staff has risen sharply. Advisers and agents are the focus of particular attention as governments worldwide seek to drive up the standard of advice and product recommendation. Across the world’s financial planning and insurance markets, greater importance is being placed on monitoring the behaviour of employees. There is also a growing expectation on the part of consumers and regulators that financial advisers and insurance agents should have appropriate skills and demonstrate a professional approach.
The CII Certificate in Insurance and Financial Services is suitable to people who provide financial advice and act as insurance agents. The Certificate offers a broad range of areas and is awarded upon completion of three Awards from the CII – Award in General Insurance, Award in Financial Planning, Award in Investment Planning.
This single-unit Award is ideal for those starting their careers in the insurance sector. It helps develop a basic understanding of insurance principles, procedures and products including the main legal principles related to insurance contracts, the main regulatory principles related to insurance business and key aspects of ethics, corporate governance and internal controls.
Designed for financial advisers and insurance agents, this single-unit Award provides a solid grounding in the core financial and life assurance products and offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.
With over 6,500 holders to date across 80 countries, the Award in Financial Planning is the benchmark qualification for this sector.
This single-unit Award is designed to help experienced advisers develop and demonstrate their knowledge of investment products. It also offers guidance on what constitutes sound professional practice, thereby providing a framework for ethical behaviour.
You may wish to enter for the Award in Investment Planning if you already have a good understanding of financial advice principles and products, gained in the workplace or by first completing the Award in Financial Planning
If you would like to discuss bringing these or other topics to your organization on an in-house basis please call us at 22274470 or email us at firstname.lastname@example.org.
Other Courses and Seminars
Please visit our Upcoming Courses page to view the whole range of Courses and Seminars offered by the EIMF.