These are core qualifications providing a grounding in insurance
essentials, mortgage advice, mortgage advice and equity release,
and life and pensions administration respectively. Holders are
entitled to use designations highlighting their educational
achievement and commitment to professional development.
Upon application for membership, the CII will let you know which
designation you are eligible to use so that, where applicable, you
can select the most appropriate for your circumstances.
in Financial Planning
Passed through any combination of available exam units
in Discretionary Investment Management
Passed through R01 and J10
Passed through R01, R02, R03 and J09
The annual membership fee is the same for all Certificate level
members and is shown opposite.
Certificate member benefits
- 'CertPFS' designation (discipline-specific as
appropriate): highlighting your technical knowledge and
commitment to professional development.
- Access to Knowledge Services: an online
knowledge library (supplemented by a physical library in London)
that provides unrivalled access to insurance and finance services
- 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.