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Chartered Insurance Institute (CII) Qualifications Syllabus
Professional exams for insurance and financial advice practitioners, including the Diploma and Chartered Financial Planner status.. The complete Chartered Insurance Institute (CII) Qualifications outline — 7 subjects, 26 chapters and 93 topics — laid out so you can see exactly what has to be covered and tick each item off as you go.
Chartered Insurance Institute (CII) Qualifications subjects
Each subject below has its own page with the full chapter → topic → sub-topic tree and a set of real exam-style flashcards.
4 chapters · 18 topics · 47 sub-topics
Underwriting and Risk Management4 chapters · 14 topics · 31 sub-topics
General Insurance Products and Claims3 chapters · 12 topics · 29 sub-topics
Personal Taxation and Financial Services Environment (R01 / R03)3 chapters · 10 topics · 23 sub-topics
Investment Principles, Portfolios and Risk (R02)4 chapters · 14 topics · 34 sub-topics
Pensions and Retirement Planning (R04 / R08)4 chapters · 12 topics · 25 sub-topics
Protection, Financial Protection and Holistic Planning (R05 / R06)4 chapters · 13 topics · 27 sub-topics
Chartered Insurance Institute (CII) Qualifications flashcard decks
357 question-and-answer cards across 7 decks, written against this syllabus. Preview any deck free.
- Insurance, Legal and Regulatory Foundations (IF1 / R01) — 53 cards
- Underwriting and Risk Management — 51 cards
- General Insurance Products and Claims — 50 cards
- Personal Taxation and Financial Services Environment (R01 / R03) — 50 cards
- Investment Principles, Portfolios and Risk (R02) — 51 cards
- Pensions and Retirement Planning (R04 / R08) — 52 cards
- Protection, Financial Protection and Holistic Planning (R05 / R06) — 50 cards
How to work through the Chartered Insurance Institute (CII) Qualifications syllabus
The outline on this page is arranged the way the syllabus itself is: subject, then chapter, then topic, then sub-topic. That last level is what most study plans skip, and it is where coverage actually goes wrong — a chapter marked "done" often has three sub-topics inside it that were never touched.
Weight your plan accordingly: Insurance, Legal and Regulatory Foundations (IF1 / R01) carries 18 topics while Personal Taxation and Financial Services Environment (R01 / R03) carries 10. Giving both the same number of weeks is the most common planning mistake for Chartered Insurance Institute (CII) Qualifications.
The ~115 hour estimate above is a first pass only: roughly 45 minutes per topic plus 12 minutes per sub-topic. Revision cycles, past papers and mocks sit on top of that number.
Chartered Insurance Institute (CII) Qualifications syllabus FAQ
What subjects are in the Chartered Insurance Institute (CII) Qualifications syllabus?
Chartered Insurance Institute (CII) Qualifications covers 7 subjects: Insurance, Legal and Regulatory Foundations (IF1 / R01), Underwriting and Risk Management, General Insurance Products and Claims, Personal Taxation and Financial Services Environment (R01 / R03), Investment Principles, Portfolios and Risk (R02), Pensions and Retirement Planning (R04 / R08) and Protection, Financial Protection and Holistic Planning (R05 / R06). Together they contain 26 chapters and 93 named topics.
How big is the Chartered Insurance Institute (CII) Qualifications syllabus?
The full Chartered Insurance Institute (CII) Qualifications outline breaks down into 26 chapters, 93 topics and 216 sub-topics. Insurance, Legal and Regulatory Foundations (IF1 / R01) is the largest single subject with 18 topics across 4 chapters.
How long does it take to cover the whole Chartered Insurance Institute (CII) Qualifications syllabus?
Roughly 115 hours for one full pass. That estimate allows about 45 minutes per topic plus 12 minutes per sub-topic, so it is first-pass coverage — revision, past papers and mock tests sit on top of it. At 3 hours a day that is about 5 weeks.
Are there Chartered Insurance Institute (CII) Qualifications flashcards?
Yes — 357 question-and-answer flashcards across 7 decks, one per subject, written against this syllabus. A sample of every deck is readable on this site for free, and the complete decks are in the Examius app.
Is this Chartered Insurance Institute (CII) Qualifications syllabus free to use?
Yes. Every page here is free to read, and importing the Chartered Insurance Institute (CII) Qualifications syllabus into the Examius app to tick off topics as you finish them is free too, in United Kingdom and everywhere else. No account is needed to start.
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