Learn about Life and Pensions Qualifications
We have arrangements with The Institute of Banking (IoB) and LIA, which allow our members to easily achieve multiple APA designations across various areas of the industry – such as life assurance and pensions. You can do this without having to hold multiple memberships with various bodies.
| EXAMPLE 1 |
- You hold a QFA and you're a member of the IoB or the LIA.
- You want an APA in Personal General Insurance.
- You need to sit CIP-03: Personal General Insurance and apply through The Insurance Institute.
- You will need to provide the Institute with your IoB/LIA learning statement.
- On completion of the above module, you must provide your Insurance Institute learning statement to your membership body in the same year the module was completed. If your exam relates to a prior year and you have not completed this specified function this may result in a CPD fail for that year.
Your membership body will then add APA (Personal General Insurance) to your designation and your yearly CPD requirement must cover this new APA gained.
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If you are a member of the LIA, apply here
If you are a member of the IoB, apply here
| EXAMPLE 2 |
- You hold an APA in Pensions and you're a member of the IoB or LIA.
- You want an APA in Personal General Insurance.
- You need to sit CIP-01: The Nature of Insurance and CIP-03: Personal General Insurance and apply through The Insurance Institute.
- You will need to provide the Institute with your IoB/LIA learning statement.
- On completion of the above modules, you must provide your Insurance Institute learning statement to your membership body in the same year the module was completed. If your exam relates to a prior year and you have not completed this specified function this may result in a CPD fail for that year.
Your membership body will then add APA (Personal General Insurance) to your designation and your yearly CPD requirement must cover this new APA gained.
|
If you are a member of the LIA, apply here
If you are a member of the IoB, apply here
| EXAMPLE 3 |
- You hold an APA in Personal General Insurance and you're a member of The Insurance Institute.
- You want an APA in Life Assurance.
- You need to sit the QFA Life Assurance module and apply through the Life Insurance Association.
- On completion of the QFA Life Assurance module, you must provide the Insurance Institute with your transcript from the LIA – we can only accept a module completed in the current year. If your exam relates to a prior year and you have not completed this specified function this may result in a CPD fail for that year.
If your documentation is in all in order we will then add APA (Life Assurance) to your designation held with us and your yearly CPD requirement must cover this new APA gained.
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