Becoming an Associate Firm publicly aligns your firm with the Personal Finance Society, the largest professional body for the financial planning sector. Find out more and apply, or browse the list of firms who have already signed-up.
We work with employers to support staff in their professional development. Our corporate development managers work strategically with organisations to develop training and development programmes that are driven by business needs. Find out more about Corporate Chartered.
Corporate Chartered status is awarded to firms that have made a public commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes. Find a chartered financial planning firm near you.
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.
