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Minimise risk, optimise success
MSc in Insurance and Risk Management Take your professional development to the next level
Brought to you by the CII and Cass Business School, the MSc explores and explains the interplay between insurance, risk management and financial services, providing the edge you require in a competitive global market.
Access to CII Fellowship status Satisfy the major achievement requirement of the Fellowship programme World-class leadership Learn from internationally-renowned academics and leading industry practitioners First-class facilities Enjoy the privileges of Europe’s largest Faculty in insurance, risk and actuarial science Flexible study options Choose from the available full and part-time study programmes Comprehensive modular course Devise a programme that meets your career needs and aspirations Fast track completion available for ACII qualification holders Receive exemptions from up to one third of the course programme

Take the chance to fast-track your career today!
Talk to Cass to find out more. Call: +44 (0)20 7040 8611 or e-mail: cass-masters@city.ac.uk www.cass.city.ac.uk/masters

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Welcome to the FCII programme Introducing the Fellowship Steps to Fellowship Step 1 – Complete the Advanced Diploma/Associateship Step 2 – Enrolment and Fellowship plan Application form – Enrolment for the Fellowship programme Form – Fellowship plan Step 3 – Continuing Professional Development (CPD) Step 4 – Business Ethics Programme (BEP) Step 5 – Major achievement options Application form – To use professional or managerial qualification as major achievement Step 6 – Statement of Personal Achievement (SPA) Application form – Statement of Personal Achievement Step 7– Election to Fellowship

The Chartered Insurance Institute (CII) Professionalism in practice
The CII is the premier professional organisation for those working in the insurance and financial services industry. It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors of the industry. Success in CII qualifications is universally recognised as a sign of commitment and professionalism. With over 90,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector. Its broad portfolio of education and qualification services is continually expanding to meet the changing requirements of companies and individuals across the financial services community. Further information on the CII and its wide range of products and services can be found at www.cii.co.uk

The knowledge, and how
THE CHARTERED INSURANCE INSTITUTE 42 - 48 High Road, South Woodford, London E18 2JP tel: fax: email: website: +44 (0)20 8989 8464 +44 (0)20 8530 3052 customer.serv@cii.co.uk www.cii.co.uk

serv@cii. In so doing.uk 2 . the aim has been to provide holders of the CII’s Advanced Diploma/ Associateship with every opportunity to advance to the higher qualification. tel: +44 (0)20 7417 4412.co. fax: +44 (0)20 8530 3052 e-mail: customer. London E18 2JP. 42-48 High Road. Alexander Scott Chief Executive.co. fax: +44 (0)20 7726 0131 e-mail: societies.fas@cii. South Woodford. It thus allows individuals to present their own case. In developing these access routes to the Fellowship. 20 Aldermanbury. The following pages set out the various routes that can be taken towards Fellowship. CII Customer Service CII. We at the CII wish you every success with all your endeavours—and we look forward to welcoming you as a Fellow in the near future. Very best wishes Dr. experience and professionalism to the world. which will further demonstrate your knowledge. regardless of how their career has developed in the interim. This document enables each individual to outline his or her career record in the way that best demonstrates their fitness for Fellowship. objective evidence of ambition and success. It confirms their commitment and ability and it adds real weight to their curriculum vitae. it presents a full picture of the candidate’s technical knowledge before highlighting their business skills and achievements.uk Fellowship Advisory Service CII. taking into account their career choices and the subsequent requirements of their employment. London EC2V 7HY. tel: +44 (0)20 8989 8464.Welcome to the FCII programme Fellowship of the CII is universally regarded as the premier qualification for those working in our industry. I am delighted that you are considering acquiring the FCII accreditation. It is tangible. Achieving Fellowship of the CII gives financial services practitioners genuine differentiation.

The Fellowship programme has been designed on the basis that each individual is in the best position to evaluate what development needs they have and how best to address these needs. be wholly or mainly engaged or employed in work connected with insurance. For instance. This may prevent you from running into problems later. or your local institute may offer help. if there is anything you do not understand. please phone the Fellowship Advisory Service (FAS) on +44 (0)20 7417 4412. It gives you the ability to select a path to Fellowship which fits your own skills. You may be fortunate in having the services of a mentor from your employer to call on. it can be helpful to discuss your plans with your employer or you might wish to approach colleagues who have passed other qualifications in which you are interested. Fellowship Advisory Service During your progression to Fellowship you may need help or advice. interests and development needs. If. fulfil the requirements of the Fellowship programme set out in these guidelines.Introducing the Fellowship As an Associate member of the CII. You should feel free to approach others to get useful additional input. you are in any doubt about the requirements. demonstrating Continuing Professional Development (CPD) through a major achievement and planned acquisition of skills and knowledge. in a wide range of subjects examined at the highest level. as you have. However. have been employed (or self-employed) in insurance for at least five years overall.uk.fas@cii. you have already demonstrated considerable commitment to your own professional development. please contact us at the earliest opportunity.co. e-mail: societies. succeeding. Eligibility to become a Fellow To become a Fellow you must meet all of the following requirements: • • • • • • • be a current Associate member of the CII (and remain a member throughout your progression to Fellowship). after reading these guidelines. *Please note: You do not have to be an ACII for three years before enrolling on the Fellowship programme 3 . have completed your Advanced Diploma/Associateship before enrolling on the Fellowship programme. The programme is designed to give you control of the way you progress your own career while also working towards Fellowship. We will. meet the requirements of the Fellowship Advisory Board. try to help you in any way we can and. As we have a small team of advisers. however. we cannot provide technical information about a subject you may be studying. The FAS can give information about the Fellowship programme and can offer a wide range of help and advice. Use these as your first port of call. have held the Advanced Diploma/Associateship of the CII for at least three years before applying for election to Fellowship*. assistance is limited in terms of time available to any one member. Fellowship of the CII shows that you have taken this commitment one stage further. Being a Fellow tells employers that you have a major professional qualification and that you are committed to Continuing Professional Development.

Step 4 – Business Ethics Programme (BEP) The BEP. You must have completed steps 1 to 6 before submitting your application and election fee of £200. a distance learning based course. Return both to the CII with the enrolment fee. You should undertake one of the following options: • • • • Option 1: attain another professional or managerial qualification. 4 . Please see page 9 for further details.000 word dissertation on an insurance-related subject.00. Step 7 – Application for election to Fellowship You can apply to become a Fellow no earlier than three years after passing your Advanced Diploma/Associateship. For details on application. See page 17 Option 4: submit a portfolio of your published work.000 report on a major project you led or of which you were a leading member. See page 11 Option 2: write a 3-5.Steps to Fellowship Step 1 – Complete the Advanced Diploma/Associateship If you have gained the Advanced Diploma or Associateship please move to step 2. Step 3 – Continuing Professional Development (CPD) Plan and record three years’ CPD. Step 2 – Enrolment and Fellowship plan Complete the enrolment form on page 7 and the Fellowship plan on the reverse. Please see page 5 opposite for further details. Please see page 23 for further details. is compulsory and must be successfully completed before applying to become a Fellow. Step 5 – Major achievement Your major achievement must be undertaken after you gained your Advanced Diploma/Associateship. See page 20 Step 6 – Write a Statement of Personal Achievement (SPA) The SPA represents your justification for being awarded the Fellowship. assessment and results please see page 31. See page 13 Option 3: produce a 3-5. Please see page 10 for further details.

If your plan fits corporate objectives. The needs of your employer’s business should be central to your considerations when planning your route to Fellowship. Please note that enrolment is valid for five years from the date of its acceptance by the CII. If you do not successfully complete the Fellowship programme within five years. You are also asked to state how you have ensured that the personal objectives you have set to reach Fellowship meet with those of your employer. you are more likely to receive support from your employer and so obtain the greatest career benefit from your chosen route. To obtain the maximum benefit from planning the next stage of your career. You must also complete the major achievement application form on page 21 if you are putting forward a professional or managerial qualification as part of your Fellowship plan. If you have pre-1992/9 subject Associateship it will be necessary for you to submit a summary of ten years relevant work experience since qualifying as an Associate (a Curriculum Vitae will suffice). Please note that the minimum time that must elapse between completing the Advanced Diploma/Associateship examinations and applying for election to Fellowship is three years. the plan should be based on an analysis of your current position. Familiarise yourself with the following sections and decide on your major achievement. 5 . it is important to identify your major overall objectives and to combine these with practical. you will have to re-enrol and pay a further enrolment fee unless the FAS grants an extension due to special circumstances. tangible and achievable interim goals. You must remain a member of the CII while on the Fellowship programme. If you require assistance with any aspect of the plan the Fellowship Advisory Service can offer guidance. Fellowship plan The Fellowship plan should be completed in full and can be found on the back of the enrolment form (see page 8). If you are unsure of the date you completed the Advanced Diploma/Associateship examinations please contact the Fellowship Advisory Service. Your plan should be realistic and include goals that will stretch you and help you to develop as a professional. along with your enrolment application form and Fellowship plan. Current position To be most effective. The plan should cover the period up to application for election to Fellowship and it enables you to set an agenda for how you plan to become a Fellow.Step 2 – Enrolment on the Fellowship programme If you are intending to apply for Fellowship you must complete the Fellowship enrolment form (see page 7) and send it to us. with the appropriate fee. Objectives set to reach Fellowship This section prompts you to set a timetable for the completion of each step of the Fellowship programme.

Once you are confident that your major achievement will meet the guidelines. what resources are available to you. If you propose to submit a dissertation. The plan can be used as a basis for further analysis of your current position and identification of areas where you can see opportunities for acquiring or improving skills or knowledge. What if my circumstances change? During your progression to Fellowship your professional or career situation may change. as these will need to be submitted to the Institute when you submit your final application for election to Fellowship. project report or portfolio of published work as your major achievement you should read the relevant guidelines on pages 13 – 20. If you decide to change your choice of major achievement we recommend that you notify the Fellowship Advisory Service so that we can advise you. what constraints there are on your learning (eg. and update your Fellowship records. If this is the case please ensure that you obtain your employer’s endorsement of your intended major achievement.Major achievement chosen to support election to Fellowship The plan must include details of your proposals by way of a major achievement. geographic or physical constraints). FCII. which will be important for your future. Employer agreement is essential if you are intending to use a work-based dissertation or project report as your major achievement. If you have already completed a professional or managerial qualification which you would like to use as your major achievement. skills and knowledge which will extend your interests and will help you realise your career aspirations and potential. time. When completing your plan you are also encouraged to consider: • • • • what current skills/technical knowledge you need to maintain. You need to maintain your CPD records. The emphasis should be on acquisition of experience. If you are intending to undertake another professional or managerial qualification as your major achievement you should read the guidelines on page 11 and then complete the application form on page 21 and send it in with your Fellowship plan. you may need to review your plan to reflect your new circumstances and goals. Other considerations When completing your plan you should also consider the requirements of the CII’s CPD scheme (see page 9). We recommend that you identify those areas you feel would enhance your personal development and career. If so. complete the relevant section on your plan with details of your chosen major achievement. 6 . what new skills/technical knowledge you need to learn. please also enclose a copy of your certificate and results notification (these must be attested to be a true copy of the original by a person other than yourself who is a current member of the CII and is an ACII. APFS or FPFS) with the application form and documentary evidence.

Signed Date Please turn over . London EC2V 7HY. unless you tick the following box. VISA MASTERCARD Expiry date* DELTA SWITCH/MAESTRO Issue number* SOLO Cardholder’s name and address if different from above Signed Date Section C – Declarations Application for study materials I undertake to use them for my own purposes and not to sell. I understand that this enrolment will be valid from the date of its acceptance by the CII. We may also share your data with third parties who will use this for similar purposes. lend or give them to anyone else. If I do not successfully complete the Fellowship programme within five years. Type of card (please tick) Valid from* Card number* *Please complete according to the information on your credit/debit card. Data Protection and Privacy – The CII is registered under the Data Protection Act 1998 and will ensure that in providing products and services to you. or charged with (but not yet tried with). the CII will upon the employer’s request provide your employer with details of your membership status and/or examination record including any attempts unless you tick this box. if applicable. 20 Aldermanbury. Postage if outside the UK £8.Once you have completed the Fellowship progression plan overleaf please either • fax through the forms if paying by credit/debit card on +44 (0)20 7726 0131 • send with cheque to the Fellowship Advisory Service. but will never sell your data to third parties. Tick here if you have already purchased BEP and only pay the enrolment fee. complete the card details. which right shall (subject to the Regulations) expire seven working days from the day after the date on which my order for services is accepted by the CII. I will have to complete a new enrolment form and pay a further enrolment fee. become the subject of an individual voluntary arrangement (or any such analogous procedure) or are convicted of any offence (other than a motoring offence with a monetary fixed penalty) in the future.00 £ £ £ £ £ *The BEP is a compulsory element of the Fellowship programme. The CII will assume that you consent to us using your data in this way.00 £200. any offence other than a monetary fixed penalty for a motoring offence? Yes No If yes please give details on a separate sheet of paper.00 Tick method of payment and. Have you ever been made bankrupt or been the subject of an individual voluntary arrangement (or any such analogous procedure) or been convicted of. Membership status I do not wish details of my membership status to be passed to my employer (tick if applicable) I confirm that I am a post 1992 ACII or a pre-1992 ACII and have enclosed a summary of 10 years relevant work experience. it (and its business associates) will process your personal data fairly. Cash/cheque payable to The Chartered Insurance Institute (please write CII Pin number if known on the back of the cheque). I accept that reimbursement for any monies paid by me which relate to the cancellation will be sent to me within 30 days of the CII receiving the notice of cancellation. Where your employer pays for any of your tuition. This form is valid until August 2009 only. listed on this form. The Chartered Insurance Institute. You are required to let the CII know if you are made bankrupt. In the event I wish to cancel I will send notice to Customer Service. copy. Your right to cancel – I recognise that in accordance with The Consumer Protection (Distance Selling) Regulations 2000 I have a right of cancellation in respect of services. We may from time to time wish to draw your attention to other CII products and services which are likely to be of interest to you. Enrolment for the Fellowship Programme Application Form Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth PIN Postcode Employer’s name Job title Is this your home or work address Home Work Country Section B – Fees and Method of Payment Enrolment fee and BEP Enrolment fee only* Postage UK only £290. Credit/debit card: Please debit my/our account with the total cost of the goods and services ordered on this form.00 £4.

I am submitting this Fellowship plan as part of the CII Fellowship scheme Signed Date . * If you intend to submit a dissertation. please complete the following: Title Brief description of content Please note that if your submission contains any company-specific information you should obtain an endorsement of your intended major achievement from your employer. Dissertation* Project* Published work* Qualification† † If you intend to submit an alternative qualification as your major achievement. Current position Employer Job title Main duties e-mail Address Postcode Objectives set to reach Fellowship: Date enrolled on Fellowship scheme Intended date of submission of BEP for assessment Intended date of completion of major achievement Intended date of completion of Statement of Personal Achievement Intended date of application for election to Fellowship* *This date must be at least three years since the date of completion of the Advanced Diploma/Associateship examinations of the CII. Please indicate which of the following options you intend to put forward as your major achievement. Please complete this form and keep a copy for your reference. project or portfolio of published work as your major achievement. State how you have tried to ensure that your personal objectives in reaching Fellowship also meet with those of your employer: Target Actual Section E – Major achievement chosen to support election to Fellowship Credit/debit card: Please debit my/our account with the total cost of the goods and services ordered on this form. please attach a completed copy of the form on page 21 of the Fellowship regulations and guidelines and supporting documentation with this plan.Section D – Fellowship Plan Please refer to the Fellowship regulations and guidelines when completing your plan.

Regardless of the date you enrol onto the Fellowship programme. You will be sent CPD guidance notes which contain further information on CPD and details of the CPD online recording tool www. Your CPD records should be submitted to the Fellowship Advisory Service one month before you are ready to submit your application for election to Fellowship. it is possible that you may be able to use these records towards your Fellowship commitment.co.uk. this will be accepted towards your Fellowship commitment. If you have recorded CPD activities under another CPD scheme.cpd. or alternatively you can submit them for assessment with your election application.cii. If you are recording CPD under the CII CPD scheme.cpd. 9 .uk. For further advice please contact Customer Service on +44 (0)20 8989 8464.cii. The CII will confirm in writing if your CPD record meets the requirements of the CII scheme.co. Further information on the CPD scheme and the on-line CPD tool can be found at www.Step 3 – Continuing Professional Development (CPD) One of the requirements for election to Fellowship is the completion of three years’ Continuing Professional Development (CPD). you will be able to backdate your CPD records.

In this climate of awareness. and the people working within them. If you are enrolled onto the Fellowship. You should then attempt to evaluate the two case studies.* * Please note: You must successfully complete the BEP before you make your application for election to Fellowship. one of the leading authorities in this field. Once submitted. please call +44 (0)20 7417 4412 to obtain a BEP order form. contained in a book. The case studies will not be returned to you. in writing. 10 . you should read the core text. Applicants will be advised of their results approximately 2-3 weeks later. This programme is not designed to tell you what is right or wrong – this would be impossible with such a complex area – but to give you a framework to help you decide how best to make the right decision. but have not ordered the BEP. have a growing awareness of the possible impact their decisions may have on others. Businesses. The BEP provides you with the means to approach this crucial aspect of business life with confidence. You will also receive two case studies for you to consider and return to the Fellowship Advisory Service for assessment. The BEP is a compulsory element of the Fellowship election process. therefore we advise that you retain a copy. making use of the model guide to help you focus on the way in which the issues are considered. businesses need to be ready to respond to scrutiny by ensuring that their actions are ethically acceptable. Just Business by Dr Elaine Sternberg. As well as this core text. This will help you to avoid any last minute rush and also. You will be advised. the more value you are likely to gain from it. the BEP consists of a guide to the business ethics model and a sample worked case study to give you an insight into the level of response. presenting your answers following the format identified in the model guide. the earlier you do it. your analysis of the case studies will be passed to a CII assessor for evaluation. We recommend that you undertake the BEP in either the first or second year of your Fellowship programme. enabling you to make a valuable contribution to the industry in which you work. you will be given written feedback outlining the areas that you need to reconsider. which will be expected of you. If you have not completed the BEP to the satisfaction of the CII assessor. if you have satisfactorily completed the BEP and an application for election to Fellowship will be sent to you at this time. The BEP is built around a framework for evaluating business ethics. As it is based on distance learning. When undertaking the BEP. because the BEP is designed to have a practical value to you throughout your professional life. you can undertake the BEP at any time after enrolment.Step 4 – Business Ethics Programme (BEP) The Business Ethics Programme (BEP) recognises that insurance professionals will frequently be called on to make decisions that involve complex ethical issues.

it must be a complete qualification. not to assessors. We may undertake investigations. Categories for assessment The categories for assessment used by the Fellowship Assessment Board to judge each major achievement are set out below. Publication Please bear in mind the fact that. You need only choose one which must be attained after you have passed the Advanced Diploma/Associateship. It is advisable to have a qualification assessed by the FAS before you start studying towards it. the CII has the right to publish your major achievement. it must usually have been awarded after i) a minimum of two year’s part-time study or ii) one year’s full-time study. This is particularly important if you want to study for another professional or managerial qualification: you must check that it is appropriate. Where this is the case.Step 5 – Major achievement There are four types of major achievement. an additional professional or management qualification may be the most valuable form of personal development. • • • where achievement of the additional qualification is partially dependent on credits awarded for prior learning. Option 1 – Additional professional or management qualification The Fellowship programme recognises that. Please read these very carefully – many people fail to be elected to Fellowship because they do not observe the rules. 11 . to ensure the validity of the information. A qualification which has been used to gain credits for the Advanced Diploma/ACII/APFS cannot be used as a major achievement. for many people. the subject matter of the qualification must be relevant to your occupation in the insurance sector. if you are successful. it must be obtained by independant/external assessment by the awarding body with a minimum of four assessments or their equivalent at Advanced Diploma subject level. as considered appropriate. please refer to page 21. As long as these qualifications are relevant to the work done in the context of insurance operations. please advise the FAS. you only need one from the four major achievement options listed below. which meets the criteria in its own right. All professional and managerial qualifications will be judged against the following criteria: • • • it must be gained post Advanced Diploma/Associateship. Confidentiality Many work-related projects and dissertations include information of a sensitive commercial nature. additional assessments equivalent to at least 120 Advanced Diploma credits must be undertaken. to ‘company x’ or ‘product y’) provided that the actual names and references are disclosed on a separate sheet of paper which will be made available to the FAS only. you may change names and references (eg. put it in the CII Knowledge Services for public view or place on its website. If you change your mind about the major achievement that you wish to submit for Fellowship. Remember. credit can be given.

Chartered Institute of Marketing Solicitor or Barrister. you should additionally submit either the original results notification and certificate or a photocopy (a person other than yourself who is a current member of the CII and is an ACII. The Law Society LLB (Hons) MBA – Master of Business Administration MSc in Insurance and Risk Management – CII/Cass Business School Post-graduate Certificate in Law Post-graduate Diploma in Marketing. APFS or FPFS must attest the copy to confirm that it is a true copy of the original and sign it to that effect). The application form for a major achievement is on page 21. If your qualification is unacceptable for the CII Fellowship scheme. When making your application.Examples of qualifications used as major achievements The following qualifications are just a few which have been used as major achievements: • • • • • • • • • • • • • • • • • • • • • ACIB – Associate of The Chartered Institute of Bankers ACILA/FCILA – Associate/Fellow of The Chartered Institute of Loss Adjusters AIRM – Associate of the Institute of Risk Management APMI – Associate of the Pensions Management Institute APFS/FPFS – Associate/Fellow of the Personal Finance Society BA(Hons) Financial Services. syllabus summary of the topics covered. If at the date of application you have already completed the qualification. Insurance Management or Insurance Studies ACCA – Certified Diploma in Accounting and Finance CIMA – Chartered Institute of Management Accountants CPCU – Insurance Institute of America Diploma in Management ANZIIF – Fellowship of the Australian & New Zealand Institute of Insurance & Finance FIISA – Fellow of the Insurance Institute of South Africa GradICSA – Institute of Chartered Secretaries and Administrators GradIPD – Chartered Institute of Personnel and Development Graduate Diploma in Law. course outline. Examples of acceptable qualifications are shown above. examination papers undertaken as part of the qualification. FCII. All information submitted must be in English. you will need to choose a different major achievement. 12 . Such evidence can be: • • • • details of the method of assessment. you must enclose documentary evidence of non-CII qualifications demonstrating that the qualification meets the relevant criteria. Please note that the Institute is not able to obtain this information on your behalf and failing to supply all the relevant information may delay your application.

The subject should generally be linked either to your current or future work. If you choose this route. rather than a shallow treatment of a broad subject. lecturer. please ensure you explain in the introduction your reason for the choice of subject. Submitting a previous work without authorisation or acknowledgement. For example. is a discussion paper covering an insurance-related subject. You must state in the introduction to your dissertation why you have chosen this particular subject to research. As you would be learning about the subject during the time you are writing. Put a question in the title. eg. or to an area of special interest to you or to your employer. be 3-5. 13 . provided that the author’s work is fully acknowledged. consultant. The Fellowship assessors look for an in-depth understanding and developed argument. for CII purposes. Using information and data knowing them to be out of date. ‘typewritten by my secretary James Jones and proof-read by Felicity Brown’. The nature and existence of the previous work must be acknowledged. Keep the subject focused. Choosing the right subject Keep to subjects you know well and are confident about. be on an insurance-related subject. Information quoted should be the most up-to-date available. This is more difficult to do if you decide to investigate a completely new field. Writing a dissertation based on previous work which you have written. If your dissertation is employer based.000 words long.uk/generalinsurance/qualifications/fellowship. You may ask someone else to comment on any shortcomings in your draft dissertation but any changes must be your own work. Getting a researcher to write any part of your dissertation. Getting a secretary. This strategy can help to keep both author and reader focussed. using the words of another author as your own.co. You may get someone to type it from your own instructions but it is a disciplinary offence to submit someone else’s work as your own. • • Examples of unacceptable practices • • • • • Plagiarism – that is. a dissertation you used as part of another qualification. CII Knowledge Services holds copies of successful dissertations and on the CII website www. Bear in mind that it can be difficult to write something new and interesting on some of the most popular topics. have been researched and written by you. eg. Your work may be typed. you must seek their written approval before submitting it. your dissertation should: • • • • be typewritten in English. writer or any other person to write any part of your dissertation.Option 2 – Dissertation A dissertation.aspx. The dissertation must not be identical to the previous work and must be updated where appropriate. Their input and the extent of it must be acknowledged in the dissertation. discuss your ideas with colleagues. Examples of acceptable practices • • Quoting small sections from the works of others. the requirements to review the whole dissertation once completed is even more important to ensure consistency. typically a sentence or paragraph.cii. or to a subject of significance to the insurance industry as a whole. The assessors like to see a detailed discussion on a specific topic. If you decide to write a dissertation on an area new to you. adviser. If you are considering a number of alternative subjects. ‘based on my MBA dissertation completed in May 2003’. Applicants can review these for suitable ideas for research. proof-read and critiqued by another.

an introduction of no less than 200 words. Remember that the assessors will want to see a balanced consideration of the topic. ie. invite a native English speaker to proof read the final draft. Ask a friend or colleague to check it over. grammatical errors and use of language. • • Your dissertation should set out what the subject matter is or what the key findings are.’ or textbook guides. but also how you will explain any contradictory evidence. Make every word count. Your dissertation must include all of the following: • • • • • a title. It is far easier to read text when it is labelled with sub-headings. Extended job descriptions. Lecture notes.Unsuitable topics • • • • Purely historical. Check your paper for ‘padding’. a cross-referenced bibliography. taking account of others’ views on the subject as well as your own. Get the balance right. now is the time to choose a different subject. Using text verbatim from other sources (except where clearly shown as such) is not acceptable – the dissertation must be your original work only. a word count. 3-5. ‘The history of motor insurance’. appendices where these add to the text – these are not counted in the word count. ie. ‘How to……. a contents list. Getting the structure right Compile a contents page. a conclusion of no less than 300 words. This will help you to see at a glance how your paper will develop. If English is not your first language. Be clear on not only how you will incorporate supporting material. Make sure that there are no mistakes in the text or in any figures.000 words may sound like a lot but it is all too easy to overrun. This must set out the publications you have used for authoritative input to your work. Keep to the word limit. Spend time proof reading spelling. If you struggle to identify the main themes at this stage. 14 . supported by the evidence given in the paper. It should then develop this theme. Presentation Subdivide the text. non-analytical narratives. Create a contents page and use page numbers – this will help the reader navigate the paper. ‘How to obtain new business’.

It should also explain why you have chosen that subject – it may be a major industry issue on which you hold strong views.co. If there isn’t much material for you to base your paper on. Fellowship assessors are widely read and have access to subject experts if they suspect plagiarism.co. You should make clear within the text the relevance of research included and use such research to demonstrate specific points. The bibliography must be fully cross referenced to the text. Information in the dissertation should be up-to-date and relevant. but an allowance will be made. this will help you with your cross-referenced bibliography. Use the most up-to-date information available. Appendices should be included where you feel that these would be helpful to the reader but they are not a requirement. it should introduce the subject and set out how the paper will develop its theme. Main text Over a third of the marks go to this section. Quality of research The assessors look to see that you have taken appropriate steps to ascertain what information is available on the subject and its relevance.co. which are available on the CII website www. if your location makes that difficult. You must include citations. The internet provides access to information. however. analysed and incorporated contradictory and supporting evidence into your case and how the paper has been broken up into clearly developed sections.uk/ generalinsurance/qualifications/fellowship.cii. Consider how much research material is available. We strongly recommend that you read other successful dissertations.uk/knowledge). 15 .aspx and through CII Knowledge Services website www.uk/knowledge.cii. On the other hand. you can include short sections of others’ work provided that the author is fully identified. Consideration is given as to how you have developed the theme: how you have introduced. The categories for assessment Introduction and rationale for choice of subject This section should be at least 200 words long. Do not plagiarise. Suggestions for reading material which may help with the preparation of your dissertation are given on page 16. You should mention in the introduction to your major achievement if there have been any difficulties or restrictions on your research.Research Read widely on the subject before starting. Someone else can type the paper for you so long as they do not otherwise contribute and their role is acknowledged. it is not sufficient just to repeat what others may have already said or written. You should also ask a colleague or academic contact to give you an unbiased critique of your paper before submitting it. Those who assess your dissertation wish to see evidence of your own views being expressed. Quality of research is more important than the length of the bibliography and allowance is made if you have only very limited access to research material. you will need to be prepared to carry out the initial research yourself. You should include your interpretation and explained argument prior to reaching a conclusion or making recommendations. expects you to make every effort to research your subject adequately. CII Knowledge Services can help access materials (visit it online at www. Keep good records on the information you may use later.cii. a subject about which you or your employer want to know more or a subject that will benefit your career development. The CII.

You can hold whatever views you like. £12. P. The paper must relate back to its title and resolve any issues identified in its introduction. July 2002. Race. Durant.00 How to write essays (Learning Skills) R. Pages should be numbered and simply stapled together – papers will have to be photocopied so do not use professional bindings or colour (especially if using graphs). ISBN 1853 568155. Fabb and A. Further reading Below is a list of some books that provide advice to dissertation and project writers. P. Your recommendations need not necessarily be ones that your employer would suggest. so make sure each copy contains all the pages. Lewis. Presentation Remember the importance of accurate spelling and grammar. poor grammatical construction and poor syntax. How to write essays. and free of spelling mistakes. November 1993. You should take care to ensure that your paper is well presented.Clarity of argument The basic premise of your dissertation and your overall objective must be clear and well developed throughout the paper. These books are for information only and all submissions must follow the guidance given in this booklet. ISBN 18570 38304.99 16 . August 1999.2nd edition B. dissertations and theses in literary studies N. A contents page and clearly defined sections within the dissertation are worthy inclusions. Arguments should be logical and based on hard evidence where this is available. it should not include fresh research or views which have not been included and discussed within the text. The conclusion should be no less than 300 words and must draw together the main themes of the paper and put forward firm recommendations or solutions. then a possible solution or route around an issue should be proposed. £7.99 Writing an assignment. How to Books. Allison. which will be sent to assessors. Prices are correct at the time of publication. If it is not possible to resolve an issue. Smith. ISBN 0 582 08977 8.99 The student’s guide to preparing dissertations and theses . A good conclusion should almost stand alone as a summary of the paper. The arguments contained within the dissertation should be fully developed and then further strengthened by your personal interpretation. Each section of your dissertation will be assessed separately. ISBN 0 7494 2193 2. All you need to do is back them up with evidence. Proven Techniques from a Chief Examiner that really gets results. £15. You must supply four copies of your dissertation. Longmans. Conclusion A fifth of the marks go to this section. National Extension College. However. £12. January 1997. Your paper must contain your own thoughts and show where you stand in the debate.

be 3-5. take the form of a written report. service or business. on the project team. be clearly set out—using the ‘categories for assessment’ headings on page 18. It is the conduct of the project that will be of particular interest to the assessors. If your project is employer-based.000 words long each. Although projects must be insurance related. Acquisition of. must contribute or be responsible for a significant proportion (generally at least 20% of the key inputs to or outcomes from the project group) and be seen by others on the project team as being a significant player in the project. 17 . Ideally. Choice of project Make sure that you choose a project which will enable you to answer the questions required. Examples of acceptable projects • • • • Development of a new product or service. but the particular circumstances leading to the absence of a project team must be fully explained. not contain any spelling mistakes or grammatical errors. Development of a non-related product. it is likely to involve at least 60 working days’ input from you. If you choose this route. your project report(s) should: • • • • • • be typewritten in English. projects should be significant for your employer and in the context of your own professional development. Up to three projects in total may make up a Fellowship major achievement. you are being assessed on your evaluation of the project. or merger with. As a guide. Research project. Business development idea with a core insurance-related organisation. or an existing one. NB: It its perfectly acceptable to submit a ‘one-person’ project. Examples of unacceptable projects • • • Non-strategic. or a large group. regardless of how many projects are covered. Acquisition of. routine issues. they need not necessarily involve a work-related project for your employer.Option 3 – Projects These entail a report in English on a major insurance-related project which you have either led or in which you have been a key member of the project team. However important a project may have been to you or your employer. include a word count. Significant means that you must represent your company. a non-insurance-related business. you may submit a further project. A project may be your own idea. The project must be led by you or you must play a significant role in it. pick a project from which you learnt a lot about the way in which you work and from which your skills have developed. In keeping with the status of being a major achievement. These are important issues in the marking scheme. If the project does not meet all of these criteria. rather than the success (or otherwise) of the project itself. another insurance-related organisation. or merger with. you must seek their written approval before submitting your project report.

your personal inputs and outputs and your project responsibilities. Methodology The assessors look to see how you have gone about your tasks. background to the project. project team members: names and/or responsibilities. It is easy to become so close to your project report(s) that an assessor may not identify what you perceive to be obvious. which make it clear where points are being addressed. Please include a statement of how much time you spent on the project.The project report(s) should include the following sections: • • • • • • • • • • definition of the project: what the project was. 18 . using a contents page and suitable headings and sections (such as those mentioned above). Structure Make sure that the categories for assessment are clearly covered in your submission. any skills and knowledge gained or enhanced as a result of the project. how you have conducted or commissioned research. by an authorised signatory of your employer. if you are the project manager. including budgets. or for. methodology: how the project was run. the project group and the methodology used to achieve the desired outcomes. measured outcomes and an overview of the project’s successes and failures. Effective teamwork is a prerequisite of a good project and these factors are evidence that you played your part in developing the team ethos of the project group and explain how decisions were reached. rationale: reason for the project. counter-signed by the project manager or. An explanation of how the project has affected your other work areas should be included. project timescales. making allowance for any other responsibilities you and the rest of the project team had outside the project group. how you have used available resources (within your organisation and outside) and how you have organised your workload. and a detailed post-project analysis of your input to the project. It includes how decisions are arrived at by the project team and evidence of the use of innovation to achieve desired outcomes. Your input into team objectives This rewards candidates who think and contribute outside of their own areas of responsibility. To gain maximum points establish a structure. Your input to the project Over a third of the marks go to this section. key learning points from the project for you personally. The categories for assessment Introduction and rationale of the project This includes assessment of the clarity of the objectives. parameters set by. There should be evidence to demonstrate the quality of your input to the project.

This happens because a candidate has become so immersed in their paper that their view of the issues changes over time. Try to pass a final draft to someone who has the time to read it carefully. Pages should be numbered and simply stapled together – papers will have to be photocopied so do not use professional bindings or colour (especially if using graphs). The solutions should be appropriate to the needs and requirements of the project sponsor. A contents page and clearly defined sections within the report are worthy inclusions. The information should be presented in a balanced and logical order. Appendices are not included in the word count. However. You should proof read your report to ensure it is well presented and free of spelling mistakes. refer Compiling your project report will take some time. Assessors look at your input rather than that of any others involved in the project. or the introduction identifies different points to those which are eventually found in the conclusion. poor grammatical construction and poor syntax. More than one candidate has failed because they were advised by a friend to remove significant detail which the assessors felt should have been included. Outcomes of the project About a fifth of the marks go to this section. so if a colleague asks you to make changes. You are not marked down if other members of the project group performed poorly unless you were responsible for their input. It is important that you keep referring back to these guidelines and checking that you are still making the points you initially intended to. Assessors do not expect every project to be exceptionally successful – not every project can succeed in meeting its objectives – but they do look to see that the project’s outcomes were in line with what could reasonably have been expected and that lessons have been learnt. The project outcome should be related back to the original objective and you should demonstrate that efforts have been made to resolve all issues. Revise. Ask them to consider it against these guidelines and listen to their feedback carefully. you must be happy with them. Each section of the project will be assessed separately. Evidence Although the project analysis is restricted to a maximum of 5. revisit. You should draw together the measured outcomes. you should not include excessive information within an appendix unless it is directly relevant to the project report. 19 . this is your application.Presentation Remember the importance of accurate spelling and grammar. the assessors will not have the luxury of asking you what you meant to say. Some applications include references to sections which have been deleted. But remember. you can include documents in an appendix which clarify or prove points that you make in the main text. budgetary and time compliance of the project.000 words.

• be regarded as of value to specialists in the field covered. Each category will be assessed separately and marks available will be divided equally between the four categories. addresses and satisfies the needs of its audience. your published work(s) should: • be printed in English (or with an English translation provided by you at your expense). these must be clearly identified and acknowledged.000 words but there is no advantage to greater length – the assessors look to quality not quantity. Four copies of each published work (including where appropriate English translation copies) to be assessed must be submitted and will be retained by the CII. If you choose this route. A degree of editing. Views should be clearly expressed and consistent with the needs of the audience. Where information is derived from other sources. Value to the industry and profession It should be clear how the works add value to some aspect of the industry and/or your employer or sponsor of the work. • where and when the work was published. You must confirm how much of each published work submitted is entirely your own and what external help and advice you had (if any) in producing it. • be put in circulation to experts in that field. • have direct relevance to insurance or to an aspect of insurance or a related market. Normally these works will take the form of books. • take the form of a critical analysis or be used for reference. external research and guidance is acceptable. including ISBN number and name of publisher. Overall quality of the work Assessors look for evidence that you have taken an effective approach and that the end results come up to a standard to be expected for the work and identifies. Your portfolio of published work must include at least one. either from the text or supplementary information provided by you. CII Journal. usually a minimum of 10. It is permissible to provide supplementary evidence to demonstrate how your work meets with these categories for assessment. although in certain cases an article or series of articles in an approved journal will be accepted as long as the criteria set out below are observed: Examples would include approved textbooks and articles in publications such as Post Magazine. • any follow-up that resulted from publishing the work. Each published work must be accompanied by a written summary of around 100 words setting out: • the purpose of publication. • the intended audience with an indication of the number of copies sold or the estimated readership. but no more than three (exceptions may be made if the portfolio takes the form of a series of articles) separate works. Books will certainly not be disqualified if they are substantially in excess of 10. Insurance Professional. We reserve the right to make enquires as to the accuracy of all statements. subject to the minimum word count.000 words in total. Plagiarism – that is using the words of another author as your own is an unacceptable practice.Option 4 – Portfolio of published works This option is likely to be of interest only if you have already made your mark on the industry or profession through your published works. Clarity of thought and expression The works must show evidence of logical thought processes and be well structured. The categories for assessment Adequate research Clear evidence of research must be available. 20 .

together with documentary evidence to: The Fellowship Advisory Service at The Chartered Insurance Institute 20 Aldermanbury. other than those examined by the CII. Subjects passed/to be passed Title Method of assessment Grade Date Please continue on a separate sheet if necessary . See page 12. London EC2V 7HY To use professional or managerial qualification as major achievement Application form PIN Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth Postcode Employer’s name Job title Country Section B – Qualification Registration For a qualification to be acceptable. Qualification title Awarding body How long did it/will it take you to complete? Date of completion/intended date of completion How many subjects did you/will you pass by formal assessment to gain this qualification? Please indicate the method(s) of assessment by ticking the appropriate box(es) Written exam(s) (3 hours or longer) Work-based assessment(s) Written exam(s) (less than 3 hours) Project(s) Multiple-choice exam(s) Dissertation(s) years Full-time or part-time Documentary evidence must be provided for all qualifications.Please send this form. it must meet the criteria detailed on page 11.

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rejected on their SPA. include a word count. You should also highlight how you were affected by. It may have been for external reasons (eg. You should be able to see some of the effects of this process on your career.Step 6 – Statement of Personal Achievement (SPA) Drafting your Statement of Personal Achievement (SPA) The Fellowship assessors will consider your SPA in detail and you should not underestimate the time that it will take to complete.co. and are. a change of job or other circumstance) or for internal reasons (eg. be clearly set out using the ‘categories for assessment’ headings below. Remember. what it involved. Usually the Assessors feel that unsuccessful candidates do not address adequately each of the sections below – especially the last three. or made use of. Candidates can be. When reflecting on your activities you should consider to what extent you have experienced personal or business benefits through the practical application of what you have learned and exactly how these benefits arose.cii. Changes to plan If your Fellowship plan changed. not contain any spelling mistakes or grammatical errors (it helps to have someone else proof read your SPA). should be identified. describe how it arose. unplanned opportunities that arose. represent you in a professional. how you have set about your programme and any key changes during it. review what you have achieved by effectively providing an executive summary of your achievements. some situations that involve a great deal of pressure and require innovative approaches often provide insights and development benefits not readily apparent at the time. Under each heading ensure you give enough detail to demonstrate your personal achievements. comprise approximately 1000 words. how it contributed to achievement of the objectives you originally identified and how it might have contributed to a new aspect of your development. Plan You should restate the key points of the plan you drafted on enrolment onto the Fellowship programme and also show how you achieved the objectives set. It would be particularly helpful to indicate whether these opportunities were based on situations which you initiated. You should also indicate how you acquired or sought out new knowledge and what skills you employed in doing so. you should set out what you changed and why you changed it. Listed below are six categories the assessors will be looking at when they consider your SPA. By using the headings and following the guidance carefully you will greatly enhance your chances of success. It is recommended that you read the examples on pages 25-28 and on the CII website www.uk/generalinsurance/qualifications/fellowship/spa/aspx before composing your SPA. The categories for assessment Overview This sets out. you were unhappy with your progress on your major achievement or identified a new opportunity which you wanted to exploit). Your Statement of Personal Achievement should: • • • • • • • • be typewritten in English. which have caused delay. be submitted with your application for election to Fellowship. in two or three paragraphs. formal manner. If you have been involved in any activity which did not feature in your plan but from which you have learned something. Please use these headings in your SPA to ensure that you demonstrate coverage of all six areas. 23 . The effect of circumstances beyond your control should not be ignored and events. or unexpected ones which you were able to exploit.

The most common reason why a SPA fails to meet the required standard is because it does not demonstrate the candidate’s self-awareness. It is important that you include sufficient information in your SPA to enable the Fellowship assessors to evaluate your application.Key learning points What were the key things you learned during your progression to Fellowship? How did you learn them? These should include ‘soft’ facts (eg. This should include the negative experiences as well as the positive ones. Before writing your SPA you may find it helpful to ask yourself the following questions: • • • • What were the most important things I learned and why were they the most important? How have I applied new skills and knowledge in my work? In analysing the application of these new skills and knowledge. For any area where you achieved less than you originally planned. set out how you plan to put the lessons of your Fellowship programme to practical use in the future. reconsider whether the target originally set remains valid or whether you simply require more time to achieve it. List the main items. You should not be afraid of admitting that you have learned from your mistakes as well as your achievements. This evaluation stage deserves special attention as it produces a summary of achievements. You must include sufficient detail to demonstrate that you have completed all the steps to Fellowship and you should identify how the elements of the application have been useful to you in your work. which demonstrates how you met your original objectives. In this section. Any other correspondence between you and the CII will be kept separate from your application and so the SPA must cover any issue which you feel is relevant to your application. such candid self-awareness is extremely valuable. can I produce evidence of the circumstances in which they were applied? What other reading and development have I done outside my Fellowship plan to improve myself further and what do I now need to do for the future to continue my development as my career progresses? The members of the Fellowship Assessment Board evaluate every SPA very carefully. In fact. The Fellowship assessors will also wish to see you demonstrate your ability to reflect on what you have achieved and how you will move your career forward. It is vital that your application illustrates what you have learned and in particular what you have learned about yourself as a result of negative experiences. Intentions for the future What will you do differently in the future? Fellowship is about making a commitment to professionalism as well as achieving a qualification. major achievements). things you learned about yourself or how your views have changed) as well as hard facts (eg. 24 . Key skills and knowledge acquired During your time on the Fellowship programme you will have learned a number of new skills and increased your knowledge base.

Pin No: 0010110100Z Statement of Personal Achievement Overview Having worked in the Insurance industry for some time and on completion of my ACII. having handled corporate clients my professional approach was very successful and a high growth percentage per annum was achieved. but I am obliged to ensure that my own insurance knowledge is kept updated at all times. In 2001 I resigned to start my own brokerage with a colleague. In a small brokerage there are no peers and only education assists. I am continually drawing on the knowledge gleaned in my FIISA/FCII.Examples of SPAs The following examples have both been presented to the Fellowship Assessment Board. we had worked together since 1994. pure skills without the relevant qualifications are no longer recognised or accepted. thus ensuring that not only are our staff trained to a high standard. Prior to my departure from the company. I was used to handling vast corporate accounts with all of their subsidiary companies. The completion of all aspects of my Fellowship and in particular Business Ethics stood me in excellent stead in the foundation of my own company and we have striven at all times to uphold a very high standard of ethics and business practice. As I had come from CBS Insurance. Fellowship Plan In order to further and strengthen my managerial knowledge. It proved to be an enormous challenge to grow a brokerage with a tiny client base and no corporate clients. our brokerage was immediately declared “fit and proper” by the Financial Services Board. Both have been accepted and the candidates are now Fellows of the CII. the gross premium income was £4 million per annum and as the company had begun with a gross premium income of under £175. which I declined as I did not feel comfortable with their philosophies. Fortunately. I elected to take the Liability route as I felt that this was where I needed the most education. The “fit and proper” standard with regard to qualifications has now been implemented. I completed my FIISA by means of this route. we have been approached to take over several smaller brokerages and have taken over the running of those with the same business ethics and philosophies as ourselves. All names and company details have been changed. The company I had worked for was sold in 2000. All except one subject were completed under the auspices of the CII. I was offered a directorship of the new company which had numerous other brokerages. As a result of many smaller brokerages not complying with the new FAIS regulations. The CII learning programme in South Africa was then taken over by the IISA. I obtained a number of distinctions during my FCII and FIISA studies. the Financial Services Act in 2004. There were no changes to my Fellowship plan as I was fascinated by the Liability field and still remain intrigued by the facets of Liability Insurance. I was offered a managerial position at EST Insurance Brokers. My responsibilities increased with the expansion of the business and my managerial skills were really put to the test and honed in this period. As we were required to specialise back then. The requirements of FAIS are stringent and even the smallest insurance brokerage must be compliant. In the maintenance of this approach. I needed to complete my FIISA as soon as possible. 25 . this was a sizeable growth. As a result of my FIISA training. Example 1 Francis Franks.000. Key Learning Points Business Ethics which was written to convert my FIISA to a FCII cemented that which I had always believed and allowed me to make good judgemental calls. Key skills and knowledge acquired With the advent of FAIS. Another of the key philosophies of my company is ongoing training and I continually run training workshops.

on a regular basis. Intentions for the future Our brokerage has grown from strength to strength and we have managed to increase our turnover by 25% per annum since our inception. by insurers to check changes made to policy wordings and to provide critiques on these wordings. As I believe in the basic tenets of the sharing of knowledge. 26 . my critiques on new policy wordings and the opinions which I am called on to give by my peers as part of my continuing professional development. I have received a copy of the judgement handed down in this matter. there is always scope for acquiring additional knowledge. it was favourable towards the abovementioned broker and the judge offered the plaintiff to pay all costs incurred.I am confident in the knowledge and skills I have obtained with my FIISA and lecture regularly at the local insurance institute. The key elements of our brokerage and our business philosophy remain the constant training and encouragement of education in all our staff. It is essential to guard against complacency with regards to one’s achievements and to this end. both to my own staff and the insurance institutes. As insurance is such a vast and ever-changing field. I am called upon. and the implementation and maintenance of professional business ethics at all times. Affirmative Action is a key aspect of International business at present and we strive to ensure that we maintain the correct demographics within our company in order to remain compliant at all times. I will continue to be involved with lecturing at our local insurance institute. My FIISA status has been key to professional status and the management skills learned in the FIISA/FCII courses have been invaluable in the founding of my own brokerage and I continue to draw on these skills constantly. The diversity of requests for assistance also ensures the maintenance of a diversity of insurance knowledge. I have also recently acted as an “Expert Witness” for a broker who was accused of not having acted professionally. It is this market which I view as a personal challenge and shall continue to remain a part of this very exciting industry in the future. both for my personal and business development. I intend to continue honing my skills by working in the industry and remaining involved in it. I perceive the time spent on lecturing.

LMN Ltd. The Fellowship plan SWOT analysis established my strengths as expertise in household property business. I considered that my knowledge of household property insurance could be valuable in the development of service-based products and would help my personal development. albeit with a less structured consideration of how I would achieve my objectives and the potential problems I could encounter. As a result of this I felt that I was unlikely. reporting functions and controls identified the key areas that are critical to underwriting successfully whatever the class of business. modern insurance law and strategic management. As stated above. Changes to Fellowship plan In April 2000. I had learned a lot there and felt that it was an extremely well managed company. The realisation that I would not be able to develop as I had planned at XYZ Ltd was a great disappointment. had begun to forecast poor underwriting results for the property business generally. for reasons largely beyond my control. XYZ Ltd.’ Not long after formulating my Fellowship plan I began to realise that I might not be able to achieve all of my stated objectives at XYZ Ltd because of factors beyond my control which are discussed later in this SPA. my Fellowship plan expressed a programme I had already embarked on. The opportunities were significant offering me a chance to get into the mainstream of international commercial property business in Lloyd’s and it appeared that a senior management position might also be possible at XYZ Ltd. The threats were identified as being the limited time available to harness resources and to take advantage of the opportunities before market conditions changed. in May 2001. There was also an absolute focus on profitability. a niche area of property insurance and the value of contacts I already had around the world relative to that niche industry. My weaknesses were my lack of experience outside of my niche area. however. Fellowship plan Formulating my Fellowship plan caused me to reflect on my career so far and to articulate in words a plan that I had already embarked on. to examine its business and to re-focus on its core UK property and nonmarine liability business. to progress in the management hierarchy of XYZ Ltd. The approach to business. My major achievement is my BA (Hons) degree in Insurance studies which I completed in 1999 with a 2. A number of syndicates including XYZ Ltd. A loss of confidence in the international property business generally led XYZ Ltd. My degree was a modular course consisting of eight units taken over four semesters. a weakness which I later had to work hard to address at XYZ Ltd. The opportunities to expand my knowledge and participation in the international commercial property business was a fantastic opportunity from a career point of view but also presented a great challenge to me in terms of my own personal development. I started at XYZ Ltd approximately 10 months before submitting my Fellowship plan.Example 2 Brian Bond.1 grading. My Fellowship plan was therefore based on my personal development as an international commercial property underwriter and the pursuit of my stated objective ‘to realise the opportunities presented by making the most of the resources available to me at XYZ Ltd. I began to realise that I would probably not be able to attain my objectives at XYZ Ltd. For these reasons I eventually decided to look elsewhere to achieve my goals and was fortunate to be offered a position as an international commercial property underwriter at another Lloyd’s syndicate. as an international commercial property underwriter. The first quarter of this course overlapped with the completion of my ACII in April 1998. Some of the units were compulsory and included macro-economics. Pin No: 111111G Statement of Personal Achievement Overview Near to the completion of my ACII studies my career as an underwriter took a change of direction. It made me focus upon a two-fold objective: 1) to develop as a leading underwriter in international commercial property insurance and 2) to progress in the management hierarchy at XYZ Ltd. I moved from an underwriting agency specialising in household property insurance to join an international commercial property team at a major Lloyd’s syndicate. It opened my eyes to how an underwriting business should be run and it made me realise quickly that I still had much to learn about insurance business generally. Three units could be selected from a list of agreed subjects and the eighth unit was a dissertation. 27 .

The exposure as line underwriter has enabled me to develop very rapidly into the management position to which I had aspired three years ago. Most of the modules. Intentions for the future Although I now occupy the position I set my sights on three years ago. This skill is not just useful as an academic tool. The past eleven months have been a very testing time for me at LMN Ltd. 28 . In addition. Key skills and knowledge acquired Completing my degree has also been very valuable. My development over the last three years has given me a very strong grounding as an international commercial property underwriter but I will continue to develop my personal skills and to test objectives for personal as well as management development. Current market conditions remain very unstable and no one can afford to be complacent over their skills and knowledge. I reflect frequently on my underwriting decisions to try to identify mistakes early and to see if there are better ways of doing things. With guidance from my managers and peers at XYZ Ltd I completed the transformation and this enabled me to market my skills in this business area and eventually to take the position as international commercial property underwriter at LMN Ltd. I completed a public relations module which gave me a great insight into how to manage PR and how to handle negative as well as positive situations. I still consider that learning and development are an on-going part of my commercial life. taught me how to research subjects effectively. I intend to use all that I have learned and to build on this to anticipate and react to a changing environment. Overall the experience impacted positively on my personal as well as commercial development. Undoubtedly it enabled me to develop a technical publication which I edited and launched successfully as XYZ commercial property news. I now find that I can access sources of information very quickly and this reinforces the underwriting decision-making process. For example. I covered a broad range of subjects and developed skills some of which I had previously considered to be unimportant for an underwriter. Managing change has been a recurring theme in my development and I feel that in achieving my Fellowship plan objectives I have learned to use changing circumstances to work to my advantage. from a commercial point of view.Key learning points At times I found it difficult to make the adjustments needed to become a successful international commercial property underwriter. but the dissertation in particular.

Please attach this form to your Statement of Personal Achievement and return FOUR copies to: The Fellowship Advisory Service at The Chartered Insurance Institute 20 Aldermanbury. London EC2V 7HY Statement of Personal Achievement Application form Section A – Personal Details (please complete all fields) Please give your CII/PFS permanent identity number (PIN) if known Mr/Mrs/Miss/Ms Forenames Daytime tel e-mail Home address Mobile Surname Date of Birth PIN Postcode Employer’s name Job title Country I am submitting this Statement of Personal Achievement as part of my application for Fellowship Signed Date .

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31 . for further information contact FAS on +44 (0)20 7417 4412. The requirements of the Chartered titleholder CPD scheme are the same as the CPD requirements for progression to Fellowship. You should ensure that your completed application is received by the CII by one of the following dates each year: • • • • 1 February 1 May 1 August 1 Oct If there is sufficient demand. Applying for Chartered Status When you apply for Fellowship you are encouraged to hold a Chartered title and to abide by the regulations applying to Chartered titleholders. There are four Chartered titles: Chartered Insurer. If you do not already hold a Chartered title you should consider whether to apply for one when you apply for Fellowship. Applicants will be advised of their result approximately 10 weeks after the closing date. Once we receive your election to Fellowship application form and payment of your election fee (£200) we will send you an acknowledgement. If you are called for an interview we pay all reasonable expenses incurred.Step 7 – Application for election to Fellowship Applying for election to Fellowship You can apply as soon as you have completed all of the steps to Fellowship and have been an Associate for three years. You do not have to be on the Fellowship programme for three years before making your application. described in these guidelines. Chartered Insurance Broker and Chartered Financial Planner. Fellowship assessment dates Fellowship election applications are assessed on a quarterly basis. A Chartered title with the FCII designation shows the world that you have attained and maintained the highest and most prestigious level of professional achievement. Chartered Insurance Practitioner. Each assessor receives a copy of your major achievement and your statement of personal achievement. Three assessors (Fellows) will be appointed to review and evaluate your application. the CII may hold additional assessment boards. Assessment All Fellowship applications will be assessed by specially trained Fellows. From time to time we may ask a candidate to come for an interview before a recommendation is made. The assessors will produce reports for the Fellowship Assessment Board which ensures consistency and standards. which are agreed with you beforehand. Your application will be assessed against the fixed assessment categories set by the Fellowship Assessment Board. We regret that we cannot give your result by telephone. For further details contact Customer Service on +44 (0)20 8989 8464.

the content of your project report does not meet the required standard. 32 . you may re-submit your application once this has been put right. more major remedial work might be required. which includes assessors’ comments on why your application has been unsuccessful and advice on what further action you need to take. We will write to advise on what you need to do. You may either revise the dissertation. Depending on any local arrangements.If you succeed Provided that you have carefully followed these guidelines you are likely to be successful. your Fellowship Diploma is sent either to you or to your local institute approximately six weeks later. Please note: All re-submissions must be accompanied by an additional election fee (£200). you cannot submit a published work to raise it to the required standard. you may have to submit a report on an additional project or start afresh with a different major achievement. because your part in it is not sufficiently great or because of shortfalls in your report on the project. If you do not succeed If you do not succeed you will receive a letter. FCII. In this case. For previous winners please visit the CII website www.aspx. the applicant judged to have submitted the best Fellowship application will be awarded the CII’s Rutter medal and a cash prize. You may not use the letters FCII or describe yourself as a Fellow until you have received this written confirmation. For example. For example: • • the content of your dissertation does not meet the required standard. if your dissertation is at fault.co. In some cases. However. You will receive a letter confirming that you have been elected as a Fellow and are entitled to use the designatory letters. a right that belongs only to members who maintain this status by annual subscription and Continuing Professional Development.uk/cii/about/prizes_awards/rutter. submit a new one or select a different major achievement option. your published works do not meet the required standard.cii. You may either submit an alternative work or works or choose a different major achievement. • Please note that it is not possible to ‘top-up’ a deficient major achievement with part of another type of major achievement. Each year. This may be because the project report is judged not to have included sufficient detail. Your application might not be accepted because of something that you could easily remedy.

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co.uk website: www.cii. South Woodford.THE CHARTERED INSURANCE INSTITUTE 42 .uk © The Chartered Insurance Institute 2008 Ref: CII – FREG07 (08/09) CII_3514 .serv@cii.co. London E18 2JP tel: +44 (0)20 8989 8464 fax: +44 (0)20 8530 3052 email: customer.48 High Road.