Welcome to the Resource Centre for broker ASSESS, financial ASSESS, insurance ASSESS, mortgage ASSESS and ed.LEARN. We are delighted to give you access to a wide range of everyday tools, ranging from up to date financial tables to the biggest online technical insurance library in the UK. Please note that as this is a shared resource, there will be information contained within which may relate to products other than that which you have purchased. For information about the range of ed. products and how to purchase them, please click here. If you have any comments about this new resource centre please click here to email us.

CII Code of Ethics

Inside you will find the CII's Code of Ethics and case studies to assist with the understanding and application of the Code.

CII Code of Ethics

The CII held a seminar at which professional ethics in insurance and financial services was considered, and where the new CII Code of Ethics for members was discussed

CII Ethics Seminar Podcasts

User Contributed Content

Here you will find content contributed by ed. administrators and users and also additional CII articles, podcasts and vidcasts. All of the documents are free of charge and can be reviewed as many times as you would like.

General Insurance/Broking

We are pleased to present this set of materials 'Tips for Brokers', designed to provide broker ASSESS users in particular with useful tips and best practices. Each document covers a specific sector of the market and can be completed within a few minutes. Please note that usage is not tracked for reporting purposes.

Trading in Marine Cargo Insurance
International Trading
Working with a New Marine Cargo Client

Financial Services

RDR Video Archive - Interviews that took place at the beginning of the RDR process

CII RDR Position Paper 1 - A professional body for retail financial services

CII RDR Position Paper 2 - Alphabet Soup: A new recipe?

CII RDR Position Paper 3 - Higher Standards for Retail Advisors: Managing the Transition

CII RDR Position Paper 4 - Managing Conflicts of Interest

CII RDR Position Paper 5 - Building trust and confidence in retail financial services

CII Knowledge Services

A comprehensive source of knowledge services topics. Material is available from CII Knowledge Services either online or in hard copy. ASSESS users automatically enjoy 'public service' access to the CII Knowledge Services online information.

CII Knowledge Services

Links to External Resources

Here you will find some useful links to external resources, if you know of one that is not listed please let us know and we will get it added.

Web Directory

For a comprehensive web directory covering sites of particular interest and utility please click the link below. In addition to industry regulators and trade bodies, the directory provides access to a wide range of technical and market information on financial services-related topics.

This resource centre is designed for administrators

Guides to Content