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Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn CII units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Where two of these units are held, the higher of the two credit figures will be added to your CII Learning Statement. However, should you wish, you may still choose to sit an 'overlapping' unit in order to enhance your knowledge (for which you will gain no credits).

General insurance units

Existing unit title

Credits and level

Current unit title

Credits and level

(IF1) Insurance, legal and regulatory 

15 - Certificate

(LM1) London market insurance essentials

10 - Certificate

(W01,W02, WH1, HGT, WM1) Award in general insurance (non-UK / Hong Kong)*

15 - Certificate

(IF3) Insurance underwiting process

15 - Certificate

(LM3) London market underwriting principles

(WUE, WUA, WUT) Insurance Underwriting (non-UK)*

15 -  Certificate

(IF4) Insurance Claims Handling Process

 15 - Certificate  (WCE, WCA, WCT) Insurance Claims Handling (non-UK)*  15 - Certificate

 (IF7) Healthcare Insurance Products

 15 - Certificate  (IN7) Indian Healthcare Insurance Products*  15 - Certificate 

(IF9) Customer Service In Insurance

 15 - Certificate  (W04) Award in Customer Service in Insurance (non-UK)*  15 - Certificate

Withdrawn unit title

Credits and level

Current unit title

Credits and level

(P01) Insurance practice and regulation / (P02) Long-term insurance

20 - Diploma

(LM1) London market insurance essentials

10 - Certificate

(IF1) Insurance, legal and regulatory

15 - Certificate

(IF2) General insurance business

15 - Certificate

(W01,W02, WH1, HGT, WM1) Award in general insurance*

15 - Certificate

(P04) Business practice

20 - Diploma

(M92) Insurance business and finance

25 - Diploma

(P16) Healthcare insurance

25 - Diploma

(IF7) Healthcare insurance products

(IN7) Indian Healthcare Insurance Products*

15 - Certificate

(P03) Legal aspects of insurance

20 - Diploma

(M05) Insurance law

25 - Diploma

(520) Company and contract law

30 - Advanced Diploma

(655) Risk management

30 - Advanced Diploma

(M67) Fundamentals of risk management

25 - Diploma

(770) Principles of marine insurance

30 - Advanced Diploma

(M98) Marine hull and associated liabilities 

30 - Diploma

(780) Aviation insurance

30 - Advanced Diploma

(M91) Aviation and space insurance  

30 - Diploma

(815) Underwriting management

30 - Advanced Diploma

(960) Advanced underwriting 

30 - Advanced Diploma

 * Only available to non-uk candidates

"P" units that moved to "M" units are not listed but are treated as equivalent e.g. P92 and M92. 

There are a number of other limitations to gaining credits for London market qualifications. If you hold historic London Market units or qualifications please contact us for further information. 

Financial services units

Withdrawn unit title

Credits and level

Current unit title 

Credits and level

(J01) Personal tax(see important note below)

20 - Diploma

(R03) Personal taxation

10 - Diploma

(J04) Pension funding options(see important note below)

20 - Diploma

(R04) Pensions and retirement planning

10 - Diploma

(J06) Investment principles, markets and environment(see important note below)

20 - Diploma

(R02) Investment principles and risk

20 - Diploma

(G30) Business financial planning  (F30/L30) Corporate investment planning

30 - Advanced

(J03) The tax and legal aspects of business

20 - Diploma

(G70) Investment portfolio management

30 - Advanced

(RO2) Investment principles and risk

20 - Diploma

(H15) Supervision and sales management

30 - Advanced

(J07) Supervision in a regulated environment

20 - Diploma

(H25) Holistic financial planning

30 - Advanced

(AF5) Financial planning process

30 - Advanced

(J08) Financial planning practice

30 - Diploma

(R06) Financial planning practice

30 - Diploma

(MAQ) Mortgage Advice Qualification

20 - Diploma

(CF6) Mortgage advice

20 - Certificate *

(CF7) Lifetime mortgage activities

15 - Certificate

(ER1) Equity release

15 - Certificate *

(HR1) Home reversion plans

5 - Certificate

(CF3) Financial protection

10 - Certificate

(R05) Financial protection

10 - Certificate

(FP1) Financial services and their regulation

15 - Certificate

(CF1) UK financial services, regulation and ethics

15 - Certificate

(FA7) Financial services products

20 - Certificate

(LP2) Financial Services Products and Solutions

20 - Certificate

Important note: For FCA 'appropriate qualifications', such as the Diploma in Regulated Financial Planning or Certificate in Securities advice and Dealing, all learning outcomes must be matched in order for an exemption to be given against its units. In terms of current and withdrawn CII units, only units CF3 and J08 have this degree of learning outcome match against the comparable new units, R05 and R06, respectively.

* Diploma-level if completed by CII exam prior to 2007.