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Important information about possible upcoming disruptions that may affect you. The Chartered Insurance Institute is transitioning to a new customer and member relationship management system in March 2023 as part of our commitment to improving the way we deliver value for our members and learners. During this time, you may experience some intermittent service disruptions.  Full details are available here.

Apply or renew

Affiliated Institutes Programme

To apply for or renew your Affiliated Institute status, you should follow the three steps below.

1. Understand the criteria

Please ensure you carefully read and understand the following documents 'A smooth journey to becoming a CII Affiliated Institute' & 'Affiliated Institutes Terms and Conditions', both available to download on this page.

They set out the eligibility criteria and Terms and Conditions for firms applying for or renewing their Affiliated Institute status.

As all successful applicants of the Affiliated Institute programme are required to renew their status every 3 years, it is important to ensure that your institute maintains adherence to the eligibility criteria and terms and conditions.

 2. Complete the application/renewal form

Download the Excel-based application form, available to download on this page.  You can complete the form offline and submit in your own time.

The form is made up of the sections detailed below, including an area for you to confirm acceptance of the Terms and Conditions. Each section will appear as a separate tab within the Excel spreadsheet.  

  • Section 1: Your institute details
  • Section 2: Eligibility criteria and Terms and Conditions

Please ensure that you read the guidance note at the top of each worksheet as you work through the form.

 3.Submit your application

Submit the Excel-based form via email to the following address: