Insurance underwriting process (IF3) revision course

Online event
Thursday, 13 October 2022 – Thursday, 03 November 2022
9:30 am – 12:30 pm (UK time)
    • Alison Cooper FCII, Dip PFS, Director / Chartered Insurance Practitioner, ACT One Training Services Ltd
  • Revision

In these two, three-hour, interactive revision webinars, Alison Cooper FCII guides participants through the required study skills and exam techniques for IF3 (Insurance underwriting process) and focuses on some of the key areas of the syllabus.

The two webinars provide an opportunity for participants to expand their insurance knowledge and practice multiple choice questions in preparation for the exam. These seminars will build on the foundation knowledge gained in IF1 and help participants take another step toward the CII Certificate of Insurance.

Session One: Study skills (13 October)
The first revision session focuses on the following:

  • CII study text & CII resources
  • Study skills – how to be more effective with less time
  • Importance of syllabus & learning outcomes
  • Chapters 1-6 overview: Material information, Underwriting procedures, Insurance policies, Renewals & cancellation, Personal insurance products, & Commercial insurance products

Session Two: Exam technique (3 November)
The second revision session focuses on the following:

  • Chapters 7-11 overview: Related services, Underwriting considerations, Establishing the price – rating & pricing factors; Managing exposure
  • Exam techniques for multiple choice exams and revision tips
  • Building confidence in preparation for taking the IF3 exam

IF3 – assessment
IF3 is an interesting subject unit, which focuses on the underwriting process. IF3 builds on the foundation knowledge gained in IF1 (compulsory unit) & product knowledge gained in IF2 (General Insurance business).

IF3 counts towards achieving the Certificate in Insurance (Cert CII). IF3 consists of a two-hour, multiple-choice exam based on 75 questions.

The CII Certificate in Insurance is a core qualification for insurance staff working across all sectors of the insurance profession. It provides a fundamental grounding of the key insurance principles and includes the regulatory environment.

The CII generally recommends 60 hours of study time for IF3.

Learning objectives:

  • Introduction to the study/exam techniques required for IF3
  • Highlight key areas of the IF3 exam syllabus
  • Build on foundation insurance knowledge gained in IF1
  • Understand how to approach multiple choice questions

These sessions will not be recorded, so a webinar playback will not be available for members who do not attend the live event.

Participants must be able to attend both sessions. They will be provided with practice questions, exercises, a pdf version of the presentation slides and can contact Alison in between sessions should further guidance be required.

Participants will need to enrol directly with the CII to pay for their study texts and exam entry for IF3.

These webinars will be hosted on Zoom. Please ensure you have registered with the platform before the masterclass and familiarised yourself with their T&Cs and Privacy Statement.

PLEASE NOTE: Tickets for this webinar are non-refundable, but substitutions can be made in certain circumstances.


Please contact Gemma Warren (07436 263847) with any queries regarding this event.

  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Gemma Warren (07436 263847).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at

PLEASE NOTE: Tickets for this webinar are non-refundable, but substitutions can be made in certain circumstances.

Ticket type Price   Qty  
Registration: CII member (both sessions)
£ 70.00
Registration: Non-member (both sessions)
£ 80.00