Award in Bancassurance

CII Level 2 Award in Bancassurance

Why study the Award in Bancassurance?

This qualification is an important first step in developing your career in bancassurance. It provides an introduction to bancassurance and its core financial, life assurance and insurance products. It also introduces you to how to identify clients needs, the importance of the client fact find and ethical behaviour.

Awarding Body


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The CISI is proudly part of the:

Is the Award in Bancassurance right for me?

The broad introduction on this qualification makes it suitable for a range of individuals:

  • School leavers- This qualification is a perfect entry point for school leavers or those just beginning their career who wish to persue a career in bancassurance
  • Bancassurance/ Insurance/ Financial Advisers - If you are already a financial adviser or an insurance agent wanting to get a basic bancassurance knowledge, this qualification can lead to further areas of study or practice in this area.
  • Firms - Firms wishing to increase their staff knowledge in this area could also use this qualification in induction materials.


Key features:

  • Prepare for a career in bancassurance or insurance - this qualification provides an overview of the sector and will help kick start your career
  • Available to all - there are no entry requirements and the exam is open to all levels
  • Globally-recognised qualification - awarded by the CII, delivered in partnership with the CISI in Africa
  • A fast and affordable recognition - requiring only 60 study hours, the qualification can be achieved in a short time frame and successful completion will demonstrate your commitment to your profession
  • Access to higher level qualifications - 15 CII credits can be obtained on successful completion. Candidates can build on this qualification and progress to high level qualifications
  • Free CISI Student membership - become associated with a globally recognised Chartered professional body. Join over 47,000 members globally and take advantage
 Bancassurance Factsheet


The purpose of this standalone examination is to enable candidates to demonstrate knowledge and understanding of the main elements of the financial services and insurance industry.  This includes:  the main insurance products; savings and investment products; retirement planning products; and what constitutes good and ethical client practice.

Delivered in partnership with the Chartered Insurance Institute (CII), success in this exam leads to the CII Award in Bancassurance.

Please note that the CISI is not the Awarding Body for this qualification and this qualification is only available in Africa.

Exam Details

This computer based test (CBT) consists of 75 questions and lasts 2 hours. We recommend a minimum of 60 hours study and upon successful completion you will be awarded 8 CPD hours. Your exam may contain 10% additional trial questions.

Pass Mark / Pass Rate

The current pass rate for this exam is Not yet available and the pass mark is 70%. The exam grades are as follows:
Pass (52 - 75 marks)
Fail (0 - 51 marks)

Exam Availability

The Bancassurance exam is available in Africa on demand via our global network of test centres, find your nearest test centre.

Policies & Procedures

Please ensure you have familiarised yourself with our examination policies & procedures before booking your exam.


First sitting: £120
Resit: £80

To book contact our customer support team at or
+44 207 645 0777

Syllabus Summary

  • Financial services and insurance and the bancassurance sector
  • The main insurance products
  • Savings and investment products
  • Retirement planning products
  • The importance of the client fact find and how to identify client needs
  • What constitutes good and ethical client practice


  • Qualification Structure

    This level 2 qualification is achieved by successfully passing a computer based exam of 75 multiple-choice questions.

    • Exam duration: 2 hours
    • Number of recommended study hours: 60 hours

    Study support


    You can choose to self-study for the exam using the pdf workbook and elearning practice questions (Revision Express). A workbook is required to be purchased when booking the exam. This is to ensure there is one standard workbook from which all exam candidates can prepare.

    Find out about My Study Can I rely on the workbook alone?

    Accredited Training Partners

    You can choose to complete formal training for our exams with a CISI Accredited Training Partner (ATP).

    Find an ATP near you

    Post Qualification and Membership Opportunities

    Both the CISI and the CII offer a range of qualifications and membership opportunities to suit those aspiring to work in the sector, right through to the most experienced professionals.

    After successfully completing this qualification, you are eligible to join the CISI at Affiliate level. As a member of the Institute, you will enjoy the recognition of being a professional in a world of increasing competition. The extensive continuing professional development (CPD) opportunities available through the CISI’s suite of membership benefits ensures financial services practitioners can maintain competence and meet the requirements of firms and the regulator. 

    CISI membership enables you to develop your career, increase your competence and maintain the highest standards of professional integrity. Our programme of free professional benefits assists you to keep up to date with the financial services sector.

    To further your theoretical and practical knowledge higher level CISI qualifications can be taken. Visit for your next steps or for other CII qualifications please see