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service message Important Notice: Essential System Maintenance – 10 October, 08:00–12:00 To support our ongoing security and compliance requirements, essential system maintenance will take place on 10 October between 08:00 and 12:00. During this period, any new PSI examinations booked during the maintenance window may not be visible in the MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this time may also experience processing delays. We apologise for any inconvenience and appreciate your patience while we carry out these important security 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.