Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Designations


When you complete your qualifications, you are entitled to use internationally recognised designations on personal communication materials, business cards, resume, letterhead and so on.

You will join more than 34,000 Personal Finance Society members in doing so, and of these, over 4000 also hold the premier individual title, Chartered status.

The designations cover the full spectrum of qualifications, in some instances with sector or discipline-specific options, to enable you to demonstrate areas of specialism:

Proudly display your professionalism

 

Qualification / Title Designation
General Sector/Discipline specific
Certificate in Financial Planning CertPFS n/a
Certificate in Discretionary Investment Management CertPFS (DM) n/a
Certificate in Securities Advice and Dealing CertPFS (Securities) n/a
Certificate in Paraplanning CertPFS (Paraplanning) n/a
Diploma in Financial Planning and the Diploma in Regulated Financial Planning DipPFS n/a
Advanced Diploma in Financial Planning APFS n/a
Fellowship FPFS n/a
Chartered Chartered Financial Planner

n/a

Notes: 

  • As a qualified member you are required to undertake continuing professional development activity. See the CPD section for details.

Benefits of membership

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.