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Personal Finance Society
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As a member of the Personal Finance Society you will be associated with high standards of professionalism, a key driver in consumer confidence and trust.

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As a member your qualification success can be promoted by displaying the appropriate membership designation or Chartered title to reinforce your credentials to your clients, peers and business connections.

When you join the Personal Finance Society you become a member of the CII, the world’s leading provider of professional training, qualifications and thought leadership to the insurance and financial services profession. The CII has been at the forefront of setting professional standards for over a century and now has in excess of 112,000 members in 150 countries.

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A key benefit of being a member is the incredible resources at your disposal to help enhance your knowledge and skills. A comprehensive programme of high quality, independent, CPD is delivered throughout the UK and online.

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More than 10% of members have now achieved the gold standard Chartered Financial Planner status, recognised and respected by consumers. Membership supports you on your Chartered journey.

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Technical news and features

As a member you can develop your knowledge or clarify a point of interest using your exclusive access to a vast array of resources both online and offline.

Discounted CII qualifications

As a member you are entitled to a member discount on a range of learning and development services.

Regional support network

Your regular meetings offer a range of speakers delivering great content for free, as well as the opportunity to build your professional network.

Personal Finance Professional

PFS member's receive a complimentary copy of the FS magazine every two months. It covers everything from regulatory developments to market activity.

Quality CPD

CPD helps ensure that you have the knowledge and skills necessary to succeed in a competitive market.


You can use your designatory letters after your name once you've completed a CII qualification. This is evidence of your professional achievement.


You can enjoy great savings on high street brands with 'Perks', our new affinity benefits scheme for Personal Finance Society members in the UK.

Code of Ethics

Ethics is the cornerstone of professionalism. As a member of the Personal Finance Society you adhere to this code and standard of professionalism.


You will receive a free Statement of Professional Standing (SPS) with your membership if you require one.