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Chartered Insurance Institute
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Specialist investment knowledge for the global market place

This Award is designed to help experienced advisers outside the UK develop and demonstrate their knowledge of investment products. The Award offers guidance on what constitutes professional practice, providing a framework for ethical behaviour.

Those with a prior understanding of financial advice principles and products, gained in the workplace or by completing the Award in Financial Planning or Award in Bancassurance may wish to enter for this Award.

Who’s it for?

  • The Award is open to anybody working in the insurance and financial services sector, irrespective of educational background. It does however require you to have a good understanding of financial advice principles and products.
  • The award is particularly suited to experienced non-UK financial advisers and insurance agents advising on, or aspiring to advise on, investment planning. These individuals will usually hold one or more other CII Award level qualifications.

Recognition of prior learning

Before studying, 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 Award.

Find out more about recognition of prior learning >

Completion requirements

The Award involves completion of one unit from the Personal Finance qualifications framework.

See our key information link to the right of this page for details

Members are entitled to use the designation CII (Award), subject to membership and Continuing Professional Development (CPD) requirements.

Assessment method

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

Sit your exam from home with remote invigilation. Recreating a formal exam centre, remote invigilation connects you to a proctor who will live invigilate your exam, providing your result immediately. There is an additional fee of £25 to sit your exam by remote invigilation. However, before choosing to sit your exam by remote invigilation you must check that your equipment is suitableImportant: Scroll down the equipment test page, fill out the form to connect to a live technician and ask for a full system check. Further information can be found on the remote invigilation page.

 

Find out more about assessments, including policies and exam centres >

Learning support

Each qualification unit comes with the essential tools to support core learning. For a single fee, study packages typically include: study text, assessment entry and access to RevisionMate, our online study tool.

We also offer additional study materials to support individual learning. These range from key fact booklets and next-edition study texts, to question packs and Learn interactive tutorials.

For full unit availability, click the unit links to the right of this page

This qualification in detail

Key information

What does the qualification involve?

The Award comprises one core unit from the Personal Finance qualifications framework, providing 10 CII credits.

For the unit syllabus, return to the Award in Investment Planning landing page where you will find the syllabus link at the top right of the page.

Unit overview:

Unit

Assessment method

Study hours*

Credits awarded

Unit level

 

 

 

 

 

(AWP) Award in Investment Planning (non-UK)

· 1-hour exam

· 42 multiple choice questions along with 2 case studies each comprising 4 multiple choice questions

· 70% nominal pass mark**

60

10

N/A

 

Find out more about assessment methods, including exam policies and centres »


Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII 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 »

 

*The recommended minimum study hours will vary depending on your experience and ability.

** The actual pass mark may vary from one session to another to ensure consistency in pass standards.

Assessment information

It is important that candidates entering for a CII assessment familiarise themselves with our service, in particular the rules and procedures that are in place.

Syllabuses

Award in Investment Planning

At the end of this unit, candidates will be able to demonstrate knowledge and understanding of:

  • main macro-economic factors that impact upon investment returns;
  • cash deposits, government securities and corporate bonds;
  • equity-based investment and property investment;
  • collective investment products and alternative investments;
  • the risks faced by investors and the importance of asset allocation.