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 |
Current eligibility criteria |
| 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 |
Completion of the Advanced Diploma in Financial Planning. Click here for current completion criteria. |
| DipPFS |
Member of The Personal Finance Society by Diploma |
Completion of the Diploma in Financial Planning. Click here for current completion criteria. |
| CertPFS |
Member of The Personal Finance Society by Certificate |
Completion of a benchmark financial planning qualification, such as the Certificate in Financial Planning. Click here for current completion criteria. |
| Chartered Financial Planner |
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| Chartered Financial Planner is available to members holding 290 financial qualification credits |
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