Professional recognition

Professional qualifications are an important sign of professional standing.  Therefore, the Personal Finance Society encourages all members to be qualified at the level appropriate for their current role and to consider further qualification to extend and develop their knowledge and careers.

Professional qualifications are recognised by the Society through titles and designations denoting the various levels of attainment.  You must be a member of the Society to use these designations and titles.  Use of a designation or title of the Personal Finance Society by a person who is not a member can result in legal action to protect the Society’s trademarks.

The designations and titles granted to members of the Personal Finance Society are as follows:

Designation Title Examination credits
FPFS Fellow of The Personal Finance Society 350 credits with at least 290 at Diploma Level or above and a minimum of 210 of these at AFPC Level
APFS Associate of The Personal Finance Society 230 credits with at least 170 at Diploma Level or above and a minimum of 120 of these at AFPC Level
DipPFS Member of The Personal Finance Society by Diploma 140 credits with at least 80 at Diploma or AFPC Level
CertPFS Member of The Personal Finance Society by Certificate 70 credits
Chartered Financial Planner
Chartered Financial Planner is available to members holding 290 financial qualification credits

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