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No, entry to qualifications is open to anyone. However, by becoming a member of the Personal Finance Society you will receive discounts on study materials, revision aids and exam entry, and gain access to information that supports you in your career.
If you are an existing member and complete a qualification you will automatically be upgraded to the relevant membership level to reflect your new qualified status. We will send you confirmation upon completion of your qualification. Any additional fee applicable to your upgrade in membership will not be payable until next renewal.
To reinstate your membership, you need to pay a re-admission fee in addition to a subscription fee which is dependent on your level of membership.
Yes - in the UK, as a UK HMRC-approved professional body, membership fees qualify for a tax deduction. Outside of the UK you would need to check with your local tax authority.
Yes, residents of international countries are charged a lower subscription fee than UK members. Additionally, residents of countries categorised as 'low income' or 'lower middle income' pay a reduced international member fee.
As an existing Chartered Insurance Institute member, you can join the Personal Finance Society at no additional cost. At the date of your next renewal, you will be charged the subscription fee appropriate to your membership level. You are not required to pay two separate subscription fees.
Membership runs for 12 months and expires on the last day of the month in which you applied. For example, if you became a member on 21 March 2016, your membership would expire on 31 March 2017.
Our membership support scheme offers reduced membership rates to help those who are temporarily out of work through redundancy or unemployment, to support those taking a career break, working part-time or on maternity leave, or for those who are not working through ill-health or other special circumstances.
Yes, if you have fully retired from active business life you can apply for our retired membership scheme which offers discounted membership fees while still allowing you access to all the benefits of membership.
All qualified members must comply with our Continuing Professional Development (CPD) standards. Requirements are explained in detail on the Chartered Insurance Institute website.
In accordance with The Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 ("the Regulations"), you have a right of cancellation in respect of your membership. This right (subject to the Regulations) expires 14 calendar days from the day on which your membership application is accepted or where written confirmation of your membership is received by you. Please note that no refunds will be provided for cancellations made after these specified dates. Reimbursement for any monies paid by you which relate to the cancellation will be sent to you within 14 calendar days of receiving the notice of cancellation. Should you wish to cancel, written notice should be sent to Customer Service.
Qualified members may use a designation on personal communications such as business cards, stationery, email footers, etc. If you hold a Chartered title you are also able to use that logo and title in your business dealings. Members are not permitted to use the Personal Finance Society logo.
