The Personal Finance Society encourages all members to be
qualified at the appropriate level for their role and to consider
further qualification to extend and develop their knowledge and
The designations and titles granted to members of the Personal
Finance Society are as follows:
FPFS Fellow of The Personal Finance
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
APFS Associate of The Personal Finance
Completion of the Advanced Diploma in Financial Planning.
DipPFS Member of The Personal Finance Society by
Completion of either the Diploma in Financial Planning or Diploma
in Regulated Financial Planning.
CertPFS Member of The Personal Finance Society by
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
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. For further information about
the use of designations and logos click here »