Important notes:

Please send this form, together with your qualification completion

certificate and results transcript, to
CII Customer Service, 42–48 High Road, South Woodford, London E18 2JP
For any queries please refer to www.cii.co.uk/prior-learning or call
+44 (0)20 8989 8464
• Please read the full guidance notes, including scheme rules and FAQs at
Recognition of prior learning
www.cii.co.uk/prior-learning before completing this form.
• Only complete this form if you are applying for credits for non CII qualifications.
application form
Credits for CII exams will automatically be added to your ‘learning account.’ RPL/001

Section A – Personal details If you don’t have a PIN please create

one at www.cii.co.uk/sign-up
(Please complete all f ields. Your name should be entered as it appears on your passport/identity card).

Please give your CII/PFS permanent identity number (PIN) PIN

Mr/Mrs/Miss/ Surname/
Ms/Other Family name
Forename/
Given name(s)

Gender (Please tick) Male Female Date of birth

Tel Ext Mobile

Employer’s name

If you are applying for multiple qualifications at the same time, you need complete your address details on the first application only

Work address

Postcode Country

Home address

Postcode Country

email

Please take care when providing your email address as most correspondence will be sent electronically.

Tick address to be used for postal correspondence (Please tick) Home Work

Section B – Qualification
• If you are applying for multiple qualifications please use a separate application for each qualification.
• Qualifications (eg university degrees) that are not awarded by professional bodies and CII-affiliated and associated institutes will only be considered if completed less than 10 years ago.

CII qualifications you are working towards

Please indicate the type of qualification you are working towards: (Please tick one only) Insurance Financial services
Please state level of qualification you are seeking to achieve: Certificate Diploma Advanced Diploma Fellowship (FS only)

CII exemption(s) you are seeking (Enter unit code(s) or leave blank if you don’t know)

Your non-CII qualification

Qualification name Awarding body (name and country) Date of award

• Please use the exact wording as it appears on your certificate

• If your qualification is awarded by a professional body, please state the qualification name (not your professional designation or membership level) and ensure your supporting evidence
refers to the qualification.
Enter your name

Section B – Qualification continued

Application documentation:
Applications cannot be considered without evidence of qualifications held. Photocopies of qualification certificates and results transcripts must be certified as
true copies of the originals by one of the following:
• a current member of the CII or Personal Finance Society (PFS) To ensure their membership has not lapsed please refer to their
CII/PFS membership card or www.cii.co.uk/membersearch
• a local, associated or affiliated institute official; or
• a public notary or solicitor;
• self-certified documents will not be accepted.

They should confirm by:

• signing the photocopy in person and printing their full name and CII PIN number (printed documents with electronically scanned signatures will not be accepted);
• confirming they have inspected the original and that the photocopy is a true representation; and
• indicating the capacity in which they are signing (notaries and solicitors); Public notaries and solicitors should include their company name,
address and official stamp.
Name of the person who has certified your results transcript and completion certificate as a true representation of the originals.
Please include CII PIN Number for CII/PFS members.
Mr/Mrs/Miss/ Surname/
Ms/Other Family name
Forename/
Given name(s) PIN

If your qualification documents are not in English, the CII may require translations prior to confirming any award. Please send documents in the original language, together with an English
translation if already available. We will specify if further translations are needed.

Section C – Fees
Please refer to www.cii.co.uk/prior-learning for a guide to fees, however please do not send payment at this time.
If you are granted any credits you will be advised of the fee payable.

Section D – Checklist
We can only process your application where you provide the following information in full. Please ensure you have provided:
Fully completed application form Qualification completion certificate Results transcript
If the name on your documentation differs Copy certified as a true copy or *
Copy certified as a true copy* or
from your current name please send the original document original document
appropriate evidence, eg marriage States qualification name (not States the exams you passed, results
certificate, deed poll, and ensure it is professional designation/post-nominal and dates
certified as a true copy of the original by or membership level)
a current CII/PFS member or
solicitor/notary.
* If you are providing a certified copy, please ensure the person certifying is a current CII or PFS member, solicitor, public notary or official from a local, associated or affiliated institute.

Section E – Declarations
I believe the information provided on this form to Sharing information with your employer Sharing your data with local institutes
be true and correct. I apply for an award for the The CII will, upon request from your employer, The CII will share your data with your local institute
qualification indicated overleaf. provide it with details of your assessment record and (UK, Channel Islands and Isle of Man based
accreditation including all attempts and future entries, members only) so they may communicate to you,
Terms and conditions along with your CII permanent identity number. If you electronically, any local events, products and
I have read and agree to the requirements DO NOT wish for us to provide these details to your services that complement those offered by the CII.
contained in this form and in the CII recognition employer, please tick the following box. If you DO NOT consent to the CII using your data in
of prior learning scheme rules. this way, please tick the following box.
Privacy and electronic communications regulations
Data protection and privacy To opt out of postal marketing communications
The CII may from time to time wish to draw your from the CII and your local institute please send a
The CII will ensure that your personal data is attention to other CII products and services request to Customer Service at
processed in line with Data Protection legislation electronically which are likely to be of interest to you. [email protected]
and the CII Data Protection and Privacy Statement If you DO NOT consent to the CII using your data in
(available on the CII’s website). To process this this way, please tick the following box.
application, I am deemed to have consented to the
CII processing my data.

Signature Date d d m m y y

The Chartered Insurance Institute Chartered Insurance Institute

CII Customer Service, 42–48 High Road, South Woodford, London E18 2JP @CIIGroup
Telephone +44 (0)20 8989 8464 Fax +44 (0)20 8530 3052
Ref: COH_J011206 RPL/001 (01/17) www.cii.co.uk