CII Certificate in Investment Operations
What is the purpose of this Certificate?
The level 3 Certificate in Investment Operations is an introductory qualification for operational staff working with investments as well as for those who oversee investment functions. It covers legislation and regulation, process of investment planning, investment product types, and individual savings accounts (FA5).
After completing this certificate, you can then continue to study for the CII Certificate in Regulated Financial Services Operations.
What do I need to do to achieve this Certificate?
Two units are required to achieve the CII Certificate in Investment :
CII Certificate in Investment Operations
Criteria | Details |
---|---|
Available units: | R01 Financial services, regulation and ethics, or CF1 UK financial services, regulation and ethics plus FA5 Individual savings account administration |
Credits required for qualification: | 25 |
Level: | 3 |
CF1 UK financial services, regulation and ethics
Criteria | Details |
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Credits | 15 - Certificate |
Exam Format | Online, 2 hours |
Number of Questions | 100 multiple choice questions (MCQs) |
Nominal Pass Mark | 70% |
2022 Pass Rate | 58% |