Membership of the Personal Finance Society is open to anyone
wholly or mainly employed or engaged in work connected with
Personal Finance Society membership starts from just £6.24 a
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.
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
|CertPFS, CertPFS (DM), CertPFS (Paraplanning), CertPFS
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
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
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.