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CII Certificate in Financial Services

What is the purpose of this Certificate?

The Certificate in Financial Services is aimed at those working in both operational and technical support roles. There are two routes available – the General route and the Life and Pensions route.

Note that the product-specific route has been renamed the Certificate in Regulated Financial Services Operations.

If you are a CII member you can use the designation Cert CII (FS) after achieving the general route, or Cert CII (Life and Pensions) after completing the Life and Pensions route.

What do I need to do to achieve this Certificate?

To achieve the CII Certificate in Financial Services, there are two routes to completion, each requiring the following units to be passed :

CII Certificate in Financial Services

CriteriaDetails
Available units:CF1 UK financial services, regulation and ethics
R01 Financial services, regulation and ethics
LP1 Life and pensions customer operations
LP2 Financial services products and solutions
LP3 Life and pensions principles and practices
Credits required for qualification:35 General Route / 45 Life and Pensions Route
Level:3

CF1 UK financial services, regulation and ethics

CriteriaDetails
Credits15 - Certificate
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark70%
2016 Pass rate58.27%

R01 Financial services, regulation and ethics

CriteriaDetails
Credits20 - Diploma
Exam FormatOnline, 2 hours
Number of Questions100 multiple choice questions (MCQs)
Nominal pass mark65%
2016 Pass rate57.01%

LP1 Life and pensions customer operations

CriteriaDetails
Credits15 - Certificate
Exam FormatOnline, 90 minutes
Number of Questions15 multiple choice questions (MCQs) plus 35 MCQs linked to 7 case studies
Nominal pass mark70%
2016 Pass rateN/A

LP2 Financial services products and solutions

CriteriaDetails
Credits20 - Certificate
Exam FormatOnline, 2 hours
Number of Questions75 multiple choice questions (MCQs)
Nominal pass mark70%
2016 Pass rate65.99%

LP3 Life and pensions principles and practices

CriteriaDetails
Credits10 - Certificate
Exam FormatOnline, 90 minutes
Number of Questions50 multiple choice questions (MCQs)
Nominal pass mark70%
2016 Pass rateN/A