Those wishing to continue their studies can also work towards
Fellowship of the Personal Finance Society. A total of 350 credits
are required to obtain the fellowship, this must include obtaining
290 credits through completion of the Advanced Diploma in Financial
Planning (see right for details). The remaining 60 credits can come
from any of the examinations offered within the CII financial
services qualifications framework.
Fellowship member benefits
- 'FPFS' designation: highlighting your
technical knowledge and commitment to professional
- Eligibility for Chartered status (subject to having
five years' experience, not necessarily
post-qualification): Chartered Financial Planner
- 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 CII face-to-face training courses.
- Member magazine: Financial
Solutions, covering technical, market, regulatory and UK