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Find out more and join

Membership of the PFS is open to anyone wholly or mainly employed or engaged in work connected with financial services. To find out which membership level is right for you, answer the question below and follow the guidance.

(If you are studying full-time at University, then click here for information on our Discover Membership programme.)

Use the tool below to check what level you will join at and find out more about pricing and benefits.

What's your membership level?

Membership of the PFS is open to anyone wholly or mainly employed or engaged in work connected with financial services.

To find out which membership level is right for you, answer the question below and follow the guidance.

1. Are you?:

Not qualified

If you are studying towards your first CII qualification, or have not yet begun any studies, you will be eligible to join the PFS as a Student member.

Qualified

For individuals who have completed any CII qualifications through any combination of modules.

2. If you hold any CII qualification you will join at the following levels:

Certificate
This level caters for individuals holding one of a number of specified CII Certificate qualifications.
Fellowship
Fellows hold the PFS Fellowship, the highest qualification awarded by the CII.
Diploma in Financial Planning
This level is for holders of the PFS Diploma in Financial Planning.
Chartered
Chartered is the premier professional title awarded by the CII to members holding the Advanced Diploma in Financial Services or Fellowship.
Advanced Diploma in Financial Planning
Associate members are those holding the PFS Advanced Diploma in Financial Planning.

2. If you do not hold any CII qualification you will join at the following levels:

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