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Did You Hear About the New CII Exams?

Did You Hear About the New CII Exams?

This article is relevant to anyone sitting financial services CII exams.

The Chartered Insurance Institute (CII) has recently announced new qualifications aimed at supporting specialists working with the financial planning sector.

Level 4 Certificate in Paraplanning
The new level 4 Certificate in Paraplanning will include a new exam unit (J09 ‘Paraplanning’) and will be available in January 2012.

Level 4 Certificate in Discretionary Investment Management
The new Certificate in Discretionary Investment Management is level 4 and will include a new exam unit (J10 ‘Discretionary Investment Management’).  J10 will first be examined in September 2012.

J11 ‘Wrap and Platform Services’ and AF6 ‘Senior Management and Supervision’
Additionally the CII has announced two further new exam units. These have been developed specifically for advisers working in and wraps and platforms (J11) and individuals operating within senior management and supervisory roles (AF6).  Both J11 and AF6 will first be examined in October 2012.

The introduction of the new exam units acknowledges the diversity of roles and responsibilities within the financial services sector and provides a relevant and in-depth learning pathway for those employed in a more specialist function.

Brand Financial Training are committed to supporting CII exam candidates beyond the 2012 deadline, and beyond the Level 4 requirement.  We will be looking at the interest and take-up of J09, J10, J11 and AF6 and aim to provide learning resources to support candidates.

If you want to find out more, visit


  1. Nathan Zahorchak 4 years ago

    Hello. I was wondering if/when you might have study material available for J11 ?
    Any info is greatly appreciated.

    Happy New Year, thank you for all of your support in 2013.


  2. Author
    Catriona Brand 4 years ago

    Hi Nathan,

    I hope you had a great Christmas… now back to reality of exams!

    We are hoping to produce some resources for J11 in 2014 but can’t give an exact date as yet. Are you on our mailing list? If so, you’ll hear from us when resources are available. If you’re not, do email us at and ask to be added.

    Best wishes,


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