Certificate in Financial Services

Comprehensive Exam Support

The Certificate in Financial Services is an entry-level qualification from the Chartered Insurance Institute (CII), designed for those starting out in the financial services sector.

It provides a practical introduction to key industry principles, including financial regulation, ethics, and the purpose and structure of financial products. The certificate helps build core knowledge that supports customer-focused roles across retail banking, insurance, pensions, and investment services.

This qualification is a strong first step for those looking to develop a career in financial services, and can be built on with further study towards a CII Diploma or specialist training pathways.

CII certificate in financial services

Completion requirements

General Route

To achieve the CII Certificate in Financial Services, learners must complete two core units from the available options.

At Skills Edge Training, we provide full exam support for R01 (Financial Services, Regulation and Ethics) and LP2 (Financial Services Products and Solutions), a route that meets the CII qualification requirements and provides a total of at least 35 credits on completion.

Core Units:

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