CII CERTIFICATION

Chartered Insurance Institute (CII) , UK

The CII is the world’s largest professional body dedicated to insurance and financial services.As one of the largest examination and qualification awarding bodies in the UK, the CII has delivered education to over one million students in the last few years. Success in CII qualifications is universally acknowledged as evidence of expertise and understanding.

CISI QUALIFICATIONS WE PROVIDE

International Certificate in Wealth Investment Operation Certificate Risk in Financial Services Global Financial Compliance

 

 

01 INTERNATIONAL CERTIFICATE IN WEALTH & INVESTMENT MANAGEMENT INDIA

The Award in Financial Planning provides a solid grounding in the core financial and life assurance products. This Award offers guidance on what constitutes professional practice, thereby providing a framework for ethical behaviour.

 

QUALIFICATION PROVIDERS

CII examination questions undergo a rigorous writing and editing process before reaching an examination. The questions are written to strict guidelines by practitioners with relevant technical knowledge and experience

IS AWARD IN INVESTMENT PLANNING SUITABLE FOR YOU ?

The Award is open to anyone working in the insurance and financial services sector irrespective of educational background, although does require you to already have a good understanding of financial advice principles and products. The Award is particularly suitable for the insurance agents aspiring to advise on, investment planning

CAREER OPPORTUNITIES

The Award is particularly suitable for Financial Advisers and Insurance Agents advising on, or aspiring to advise on, investment planning

Career opportunities in Banks, Mutual Fund Companies, Investment Banking , Wealth Advisory Outfits & Corporate Training

KEY BENEFITS

At the end of this unit, you should be able to demonstrate your knowledge and understanding in the following areas:

• Main macro-economic factors that impact upon investment returns
• Cash deposit investments, government securities and corporate bonds
• Equity based investment products
• Property investment
• Collective investment products and alternative investments
• The risks faced by investors and the importance of asset allocation in the investment process

 

 

02 AWARD IN FINANCIAL PLANNING

Designed for financial advisers and insurance agents working outside the UK, 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.

 

QUALIFICATION PROVIDERS

CII examination questions undergo a rigorous writing and editing process before reaching an examination. The questions are written to strict guidelines by practitioners with relevant technical knowledge and experience

IS AWARD IN FINANCIAL PLANNING SUITABLE FOR YOU ?

The Award is open to anyone working in the insurance and financial services sector irrespective of educational background or experience. In a growing number of territories the Awards meet the regulatory qualification requirements relevant to advisers. In other non-regulated environments they frequently provide a development pathway where no local educational and professional provision is available

CAREER OPPORTUNITIES

Designed for one who is aspiring careers in Financial Advising and Insurance sectors in the core financial and life assurance companies

With demanding Career opportunities for Wealth Manager, Investment Manager, Customer Service Manager, Relationship Manager, Financial Planner, Estate Planners and Family Office Manager

KEY BENEFITS

At the end of this unit, you should be able to demonstrate your knowledge and understanding in the following areas:

• The client’s needs
• The fact-finding process
• Good practice
• Protection products
• Savings and Investment products
• Pension products

 

 

03 AWARD IN GENERAL INSURANCE

The Award in General Insurance helps develop a basic understanding of insurance principles, procedures and products in insurance and is ideal for candidates who want to begin their career in the insurance industry. On completing the Award in General Insurance you will hold one of the three Awards needed to complete the Certificate in Insurance and Financial Services.

 

QUALIFICATION PROVIDERS

CII examination questions undergo a rigorous writing and editing process before reaching an examination. The questions are written to strict guidelines by practitioners with relevant technical knowledge and experience

IS AWARD IN FINANCIAL PLANNING SUITABLE FOR YOU ?

The Award is particularly suitable for :

Insurance practitioners at the start of their career or seeking to build on existing knowledge through formal study.

Insurance practitioners needing to satisfy the minimum operating standards set by the regulators in Bahrain and/or Qatar.

CAREER OPPORTUNITIES

This Award is particularly suitable for Insurance Agents, including Vehicle Insurance, Travel Insurance & Health Insurance sectors

Demanding careers in Banks, Mutual Fund Companies, Wealth Advisory Outfits Insurance Companies, & Corporate Training Firms

KEY BENEFITS

At the end of this unit, you should be able to demonstrate your knowledge and understanding in the following areas:

• Basic principles of Insurance
• Main legal principles related to Insurance Contracts
• Main regulatory principles related to Insurance Business
• Key elements to Protect Consumers
• Key aspects of Ethics, Corporate Governance and Internal controls.

 

 

04 AWARD IN CUSTOMER SERVICE IN INSURANCE

The Award in Customer Service in Insurance helps develop a basic understanding of insurance principles, procedures and products in insurance and is ideal for candidates who want to begin their career in the insurance industry. The Award in Customer Service in Insurance helps build the skills and knowledge required to deliver excellent customer service.

 

QUALIFICATION PROVIDERS

CII examination questions undergo a rigorous writing and editing process before reaching an examination. The questions are written to strict guidelines by practitioners with relevant technical knowledge and experience

IS IS AWARD IN CUSTOMER SERVICE IN INSURANCE FOR ?

The Award is particularly suitable for :

Insurance Practitioners at the start of their career or seeking to build on existing knowledge through formal study.

Insurance Practitioners needing to satisfy the minimum operating standards set by a local regulator.

CAREER OPPORTUNITIES

This Award is particularly suitable for Life Insurance (pensions, retirement plans, savings and life insurance) and General Insurance (motor, travel, home, commercial insurance for small-medium businesses) Careers

Demanding careers in Banks, , Wealth Advisory Outfits & Insurance Companies.

KEY BENEFITS

you will be able to demonstrate knowledge and understanding in the following areas:

• Fulfil customer requirements in the insurance sector
• Collect customer feedback to improve service in the insurance sector
• Develop good communication skills to maintain and build client relationships in the insurance industry
• Keep accurate and confidential records when dealing with customers
• Manage own workload and time to meet business requirements and timescales