Inside you will find the CIIs Code of Ethics & Conduct and Case studies to assist with the understanding and application of the code.

Whether you are evaluating broker ASSESS for the first time or you simply want a reminder of the main features, this site walkthrough will be invaluable to you.

Puzzled by My Planner? Tested by the Knowledge Assessment System? Detailed User Guides are available below for administrators and users of broker ASSESS and insurance ASSESS.

• Insurance ASSESS User Guide
• Insurance ASSESS Administrator Guide
• broker ASSESS User Guide
• broker ASSESS Administrator Guide

Click the link to access a printable, comprehensive guide to the technical learning content available to you in ASSESS.

• Insurance ASSESS
• broker ASSESS
• Mortgage ASSESS
• Financial ASSESS

This is an eSummary, prepared by the CII Learning Solutions department, on the Markets in Financial Instruments Directive (MiFID), which replaced the 1995 Investment Services Directive (ISD) from 1st November 2007. MiFID covers investment advice, portfolio management, deposits, designated investment business and long-term insurance business in relation to life policies, and training and competence. It excludes general insurance.

Note: Time spent using this eSummary is not logged, although you can record your usage manually within 'My L&D Log'.

Disclaimer: This summary has been prepared for educational and awareness purposes only. It does not attempt to interpret the regulator’s position and should not be relied on for compliance purposes.

Click here to download the PDF.

A utility page to help enable us to determine some of the more common causes of simple issues.

Frequently asked questions about the ed. system.

• User FAQ
• Administrator FAQ
• I.T. FAQ

You may be interested in taking a look at the following resources that are external. Links are provided below to the CII Library online and the CII Examination Reports and Guides. There is also a series of 'Useful Links'.

Click on the link to see our development plans for ed. We aim to publish our plans for the next 6 month period on a quarterly basis, so you can see what new content we are working on, and what improvements we are making to the way ed. works.

• ed. Roadmap and Development List

Nearly all of the development we do is in response to user requests, so please � keep the feedback coming in. Use the 'contact us' facility on the top menu whenever you feel like dropping us a line with your ideas.

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.

A comprehensive web directory covering sites of particular interest and utility. 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.

• FSA Handbook
• Conduct of Business Sourcebook
• Mortgage Conduct of Business Sourcebook
• Insurance Conduct of Business Sourcebook

For CII students taking General Insurance exam units before September 1^st 2008:

Many of the edLEARN courses have now been updated to reflect the new ICOBS, however, the rules it replaced - ICOB, will still be examined in some units up until September 1^st 2008.

CII summary of ICOB (now superseded by ICOBS)