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Personal Finance Society
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Member pricing

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

Personal Finance Society membership starts from just £6.24 a month.


Student membership

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

Category Annual Fee Monthly cost
Student £74 £6.24


Membership for qualified advisers

The Personal Finance Society offers a range of different levels of membership for advisers holding CII qualifications.

Each level entitles the member to use a designation highlighting their technical knowledge and commitment to professional development. In doing so, members must comply with the CII continuing professional development (CPD) member scheme.

The membership fees for the different levels of membership are as follows:

Category Annual Fee Monthly cost
Student £74 £6.24
CertPFS, CertPFS (DM), CertPFS (Paraplanning), CertPFS (Securities) £187 £15.62
DipPFS £187 £15.62
Associateship £198 £16.50
Fellowship £198 £16.50
Chartered £247 £20.62


Fees shown are applicable from 01 January 2017 to 31 December 2017. Please note for new and reinstating members a one-off admission fee of £37 is also payable. Student members do not have to pay this admission fee.

Note: Membership fees are reviewed each year with effect from 01 January.

Direct debit payment

The easiest way to pay your membership fee in the UK is by direct debit, especially as there is no additional charge for this. Please call 020 8530 0852 for a mandate or complete the direct debit mandate within the membership application form.

Tax relief

Because the CII is a professional body approved by HMRC, and membership is relevant to the job you do, membership fees qualify for a tax deduction. This means that you can include it on your annual tax return as an allowable expense and it will reduce your final tax bill by a percentage of the fee. For example, if you are a higher rate tax payer your £240 Chartered title fee will reduce your tax bill by 40% or £96 (plus any additional NHI reduction) so the net cost to you would be only £144.

Your employer will also be entitled to show this as an allowable expense if they pay your membership fee, but of course you cannot then claim the cost on your own tax return.

 

Not already a member?

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