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Personal Finance Society
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As a member of the Personal Finance Society you will be associated with high standards of professionalism, a key driver in consumer confidence and trust.

Code of Ethics

As a member your qualification success can be promoted by displaying the appropriate membership designation or Chartered title to reinforce your credentials to your clients, peers and business connections.

When you join the Personal Finance Society you become a member of the CII, the world’s leading provider of professional training, qualifications and thought leadership to the insurance and financial services profession. The CII has been at the forefront of setting professional standards for over a century and now has in excess of 112,000 members in 150 countries.

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A key benefit of being a member is the incredible resources at your disposal to help enhance your knowledge and skills. A comprehensive programme of high quality, independent, CPD is delivered throughout the UK and online.

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More than 10% of members have now achieved the gold standard Chartered Financial Planner status, recognised and respected by consumers. Membership supports you on your Chartered journey.

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Technical news and features

Develop your knowledge using your exclusive access to a vast array of resources.

Discounted CII qualifications

As a member you receive a discount on a range of learning and development services.

Regional support network

Regular meetings with a range of speakers offer great content for free, as well as the opportunity to build your professional network.

Personal Finance Professional

Receive a complimentary copy of our magazine every quarter, covering everything from regulatory developments to market activity.

Quality CPD

Helping ensure you have the knowledge and skills necessary to succeed in a competitive market.


Use your designatory letters after your name once you've completed a CII qualification, evidence of your professional achievement.

Qualified member logo

Introducing the new Qualified member logo for members who have achieved qualified status.

Code of Ethics

The cornerstone of professionalism - as a member you adhere to this code and standard of professionalism.


Free Statement of Professional Standing (SPS) with your membership if you need one.