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service message Important Notice: Essential System Upgrades – 13 September, 10:00 AM to 3:00 PM To support ongoing improvements, essential system upgrades will take place on the 13 September between 10:00 AM to 3:00 PM. PSI exams scheduled during this maintenance window will not be visible in your MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this period may also be subject to processing delays. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

What we do

We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. Learn more about our structure and constitution.

Members

We support your professional development and help enhance your career potential.

Future professionals

We can help you on your journey into the world of personal finance.

Corporates

We work strategically with organisations and businesses to raise professional standards.

Public

We help build trust in the financial planning profession.