CII IF7 study plan
CII IF7 · Give each week a clear focus.
8 weeks · About 6 hours per week
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
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
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
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
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
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
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
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?