We encourage all members to be qualified at the appropriate level for their role and to consider further qualification to extend and develop their knowledge and careers.
The designations and titles granted to members of the Personal Finance Society are as follows:
FPFS Fellow of The Personal Finance Society
350 credits required, which must include obtaining 290 credits through completion of the Advanced Diploma in Financial Planning. The remaining 60 credits can come from any of the examinations offered within the CII financial services qualifications framework.
APFS Associate of The Personal Finance Society
Completion of the Advanced Diploma in Financial Planning.
DipPFS Member of The Personal Finance Society by Diploma
Completion of either the Diploma in Financial Planning or Diploma in Regulated Financial Planning.
CertPFS Member of The Personal Finance Society by Certificate
Completion of the Certificate in Financial Planning.
Upon completion of the Advanced Diploma in Financial Planning, PFS members are eligible for Chartered Financial Planner status (subject to having five years' experience, not necessarily post-qualification).
Chartered Financial Planner
Chartered Financial Planner is available to members holding 290 financial qualification credits.
You must be a member of the Society to use these designations and titles. Use of a designation or title of the Personal Finance Society by a person who is not a member can result in legal action to protect the Society's trademarks.