The Diploma in Financial Planning is an advanced technical
qualification which demonstrates an understanding across a broad
range of key advisory areas.
There are two designations available to holders. Upon
application for membership the CII will notify which you are
eligible to use so that, where applicable, you can select the most
appropriate for your circumstances.
|Diploma in Financial
Passed through any combination of available exam units
|Diploma in Regulated
Passed through the completion of R01, R02, R03, R04, R05 &
Diploma member benefits
- 'DipPFS' designation: highlighting your
technical knowledge and commitment to professional
- Access to Knowledge Services: an online
knowledge library (supplemented by a physical library in London)
that provides unrivalled access to insurance and finance services
material. Includes an archive of exam guides including model
answers for written exams.
- Membership of a Region: providing access to a
comprehensive programme of CPD courses typically covering technical
training, business and soft skills, and revision courses plus
business and social networking events.
- Membership of a local institute: PFS
membership provides automatic membership of a local institute.
- CPD scheme for qualified members: providing a
practical framework for ensuring professional development is
addressed in a structured and compliant way.
- Substantial discounts: on a range of services
including qualification learning materials and exam entry, and
face-to-face training courses.
- Member magazine: Financial Solutions, covering
technical, market, regulatory and UK developments.
*Please note for new members and those reinstating their
membership, there will be a one off admission fee of £37.00.