CII IF7 study materials
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CII IF7 study plan

CII IF7 · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Insurance claims handling

  • Map the full IF7 claims-handling syllabus into a personal topic list and rate each topic as strong, shaky, or unknown

  • Define the core claims-handling sequence from first notification through to settlement and closure, and write it out in your own words

  • Explain the roles of the policyholder, broker, loss adjuster, insurer, and third parties at each stage of a claim

  • Identify the main regulatory and conduct obligations that shape how a UK claim must be handled

Your checkpoint

A one-page claims lifecycle diagram plus a self-assessment table covering every syllabus topic with a confidence rating

Week 2

Insurance claims handling

  • Describe how notification is received, validated, and recorded, including the information a handler must capture at first contact

  • Explain the purpose and content of a claims notification or first advice, and how it differs from a formal claim form

  • Outline how claims are triaged and reserved, and why early reserving matters

  • Distinguish the handler's duties around acknowledging, investigating, and communicating within set timeframes

Your checkpoint

A written summary of the notification-to-investigation process with a checklist of information to capture at first notification

Week 3

Insurance claims handling

  • Explain how policy coverage is confirmed against the wording, including exclusions, conditions, and warranties

  • Describe how a handler investigates a claim, gathers evidence, and uses adjusters or experts appropriately

  • Apply the principles of indemnity, subrogation, and contribution to straightforward claim scenarios

  • Identify common fraud indicators and outline the handler's response when fraud is suspected

Your checkpoint

Three worked scenario answers (coverage, investigation, fraud) each written to exam length with reasoning shown

Week 4

Insurance claims handling

  • Explain how liability is assessed and quantified in third-party and property claims

  • Describe the main heads of loss and how quantum is calculated and evidenced

  • Outline how negotiation and settlement authority work, including escalation and referral

  • Distinguish settlement methods and explain when each is appropriate

Your checkpoint

A quantum and settlement reference sheet plus one full practice question answered under timed conditions

Week 5

Insurance claims handling

  • Explain how claims are reserved, reviewed, and reported, including the role of case reserves and IBNR

  • Describe the handler's role in detecting and reporting suspicious or large claims

  • Outline how complaints, disputes, and declined claims are handled and communicated

  • Explain the handler's obligations on data protection, confidentiality, and record keeping

Your checkpoint

A summary note on reserving and reporting, plus a written response to a declined-claim complaint scenario

Week 6

Insurance claims handling

  • Explain how subrogation and recovery are pursued, including evidence and time limits

  • Describe how reinsurance and co-insurance affect the handling of a claim from the handler's perspective

  • Outline how claims handling interacts with brokers, clients, and third-party service providers

  • Identify the main conduct risks in claims handling and how they are managed

Your checkpoint

A two-page comparison of recovery, reinsurance, and co-insurance implications for a single large claim scenario

Week 7

Insurance claims handling

  • Complete a full timed mock exam under realistic conditions

  • Mark the mock against the mark scheme and categorise every lost mark as knowledge, application, or technique

  • Re-study the two weakest topics identified from the mock

  • Practise structuring answers so that each point earns marks clearly and concisely

Your checkpoint

A marked mock exam with a written error log and a prioritised list of topics to revisit

Week 8

Insurance claims handling

  • Revise the error log and confirm each weak area is now understood

  • Complete a second timed mock and compare scores with the first

  • Recite the key definitions, timeframes, and process steps from memory

  • Finalise exam-day strategy covering timing, question selection, and answer structure

Your checkpoint

A final revision sheet of key facts and a second marked mock score with a one-page exam-day plan

Milestones

Week 2: Can you describe the full notification-to-investigation process and list the information needed at first notification without notes?

Week 4: Can you answer a coverage and quantum scenario question to exam length within the time allowance, scoring most available marks?

Week 6: Can you explain reserving, recovery, and reinsurance implications for a large claim from memory?

Week 8: Have you completed two timed mocks with a rising score and closed every item on your error log?