What's in it for you?
Quick links:
1. Supports your knowledge and self-development
2. Creates a career advantage through qualifications and designatory letters
3. Develop a close association with the professional body
At a glance guide to PFS membership benefits
| Benefit |
|
Student
(£67) |
Qualified
(£150) |
Chartered
(£170) |
| 1. Supports your knowledge and self-development |
| Training courses to enhance your knowledge quickly |
Typical discount of 15% |
Yes |
Yes |
Yes |
| Regular technical and regulatory update emails to keep you in touch and up to date |
Member exclusive |
No |
Yes |
Yes |
| The leading market magazine, Financial Solutions, which will develop your knowledge and keep you abreast of market changes. Six issues a year |
Complimentary to members – worth £30 a year |
No |
Yes |
Yes |
| Professional development programme of regional meetings and seminars to improve your knowledge and skills |
Attendance at regional meetings is free for members - £60 for non-members. 50% discount off the price of Technical seminars |
Yes |
Yes |
Yes |
| The annual 2 day PFS Conference |
Member exclusive - members save £100s compared with commercial conferences |
Yes |
Yes |
Yes |
| Subscription to New Model Adviser and full access to the NMA website service |
Complimentary web subscription worth £399 |
No |
No |
Yes |
| Online access to knowledge services to support your development (www.cii.co.uk/knowledge) |
Member exclusive |
Yes |
Yes |
Yes |
| A source of industry facts and figures, Knowledgepack(www.cii.co.uk/knowledge/knowledgepack) will provide you with useful technical and market information |
Member exclusive |
Yes |
Yes |
Yes |
| Online access to a career support centre (www.cii.co.uk/careersupport) to help you plan your career |
Member exclusive |
Yes |
Yes |
Yes |
| Access to one of the largest financial services libraries(www.cii.co.uk/knowledge/library) in the world |
Member exclusive |
Yes |
Yes |
Yes |
| Benefit from access to high quality TV style presentations, interviews and investment information direct from your PC or laptop through Asset TV |
Member exclusive |
No |
Yes |
Yes |
| Enhance your membership through the PFS faculties |
Member exclusive |
No |
Yes |
Yes |
| Key facts guides on technical subjects to keep your knowledge up to date |
£20 - member exclusive |
No |
Yes |
Yes |
| 2. Creates a career advantage through qualifications and designatory letters |
| Entry level through to professional level qualifications to help give your career a competitive edge |
Typical discount of 20% |
Yes |
Yes |
Yes |
| Learning materials, study and revision days to support your studies |
Member discounts |
Yes |
Yes |
Yes |
| Access to examination-related learning and revision materials and an online resource centre
(www.cii.co.uk/knowledge) |
Member exclusive |
Yes |
Yes |
Yes |
| Designatory letters available helping you to demonstrate your professionalism to your clients on
your business stationery |
Member exclusive |
N/A |
Yes |
Yes |
| Chartered Financial Planner status is available to members at the highest level of academic attainment and professional achievement. |
Member exclusive - members save £100s compared with commercial conferences |
N/A |
N/A |
Yes |
| 3. Develop a close association with the professional body |
| Membership card and membership certificate to proudly display your membership status |
Member exclusive |
Yes |
Yes |
Yes (chartered branded) |
| Belong to a body guided by the Professional Standards Board on setting standards for the achievement of excellence |
Member representation |
Yes |
Yes |
Yes |
| Online support tools helping you effectively plan your programme of development including an
online CPD scheme |
Member exclusive |
N/A |
Yes |
Yes |
| Underpin your credibility with a respected Code of Ethics and Conduct |
Member exclusive |
Yes |
Yes |
Yes |
| Networking opportunities with like minded individuals through local Regions who can offer mentoring, support and guidance |
Member exclusive |
Yes |
Yes |
Yes |
| Belong to a professional body which takes an active role with the government, regulator and the
media representing your interests |
Member representation |
Yes |
Yes |
Yes |
| Consumer website and find an adviser search facility |
Member exclusive |
No |
Yes |
Yes |
| Branded merchandise to display your status to your clients |
Member exclusive – charged at cost |
No |
No |
Yes |
| Annual Chartered Financial Planner gala dinner and awards night |
Member exclusive |
No |
No |
Yes |
| The opportunity to graduate alongside your peers in recognition of your achievement through our Graduation Ceremony |
Member exclusive |
No |
Yes |
Yes |
| Invitation to attend focus groups on key topics affecting the profession |
Complimentary for members |
No |
Yes |
Yes |
| Direct access to a barrister (without having to instruct a solicitor) |
Member exclusive |
No |
Yes (APFS & FPFS only) |
Yes |
| Membership of the European Financial Planning Association |
Member exclusive |
No |
No |
Yes |
| Access to the Partner Discount Scheme – a range of benefits to support your lifestyle and your business |
Member exclusive |
Yes |
Yes |
Yes |
