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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.
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Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers.
The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.