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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 full Chartered Insurance Institute (CII) Qualifications syllabus: 7 subjects, 26 chapters, 93 topics and 216 sub-topics, with 357 flashcards written against it.

7Subjects
26Chapters
93Topics
216Sub-topics
357Flashcards

Chartered Insurance Institute (CII) Qualifications subjects

Chartered Insurance Institute (CII) Qualifications has 7 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.

Underwriting and Risk Management

4 chapters · 14 topics · 31 sub-topics · 51 flashcards

  1. Principles of Underwriting · 4 topics
  2. Risk Identification and Assessment · 4 topics
  3. Reinsurance · 3 topics
  4. Capital, Solvency and Insurer Finances · 3 topics

General Insurance Products and Claims

3 chapters · 12 topics · 29 sub-topics · 50 flashcards

  1. Personal Lines Insurance · 4 topics
  2. Commercial and Specialty Insurance · 4 topics
  3. Claims Handling · 4 topics

Personal Taxation and Financial Services Environment (R01 / R03)

3 chapters · 10 topics · 23 sub-topics · 50 flashcards

  1. The UK Tax System · 4 topics
  2. The Regulated Advice Process · 3 topics
  3. Economic and Financial Markets Environment · 3 topics

Investment Principles, Portfolios and Risk (R02)

4 chapters · 14 topics · 34 sub-topics · 51 flashcards

  1. Asset Classes and Their Characteristics · 4 topics
  2. Collective Investments and Products · 3 topics
  3. Portfolio Construction and Theory · 4 topics
  4. Investment Risk and Client Suitability · 3 topics

Pensions and Retirement Planning (R04 / R08)

4 chapters · 12 topics · 25 sub-topics · 52 flashcards

  1. The UK Pensions Framework · 3 topics
  2. Pension Tax Rules and Limits · 3 topics
  3. Retirement Income Options · 3 topics
  4. Pension Death Benefits and Estate Considerations · 3 topics

Protection, Financial Protection and Holistic Planning (R05 / R06)

4 chapters · 13 topics · 27 sub-topics · 50 flashcards

  1. Protection Needs Analysis · 3 topics
  2. Life and Health Protection Products · 4 topics
  3. Business and Family Protection Planning · 3 topics
  4. Holistic Financial Planning Practice · 3 topics

Chartered Insurance Institute (CII) Qualifications flashcards

357 question-and-answer cards across 7 subject decks, each shown in full on its subject page.

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).

How many chapters and topics are in the Chartered Insurance Institute (CII) Qualifications syllabus?

26 chapters and 93 topics, broken down further into 216 sub-topics, across 7 subjects. Insurance, Legal and Regulatory Foundations (IF1 / R01) is the largest subject, with 18 topics in 4 chapters.

Are there Chartered Insurance Institute (CII) Qualifications flashcards?

Yes — 357 question-and-answer flashcards in 7 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.

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