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Be part of something BIGGER

Join the leading professional body for the financial planning sector, with close to 40,000 members.


Membership contributes to a rewarding career in personal finance by supporting your professional development, enhancing your potential and giving you a home in our community of professionals. Come and be part of something bigger by joining today!

It only takes a few minutes to join, and if you've previously studied with the Chartered Insurance Institute, you can join using your existing PIN or email address and we'll direct you to the membership level that's right for you. 

Become a member

We're here to support you and your career development, whether you're a new entrant to the sector or a professional looking to keep ahead of the curve.


Corporate membership

Email us at for information

What can membership do for you?

EXPAND your network

Connecting with your local community creates a sense of belonging to something bigger and a general appreciation of being on a professional path. The Personal Finance Society’s 26 Regions are run by a dedicated group of member volunteers providing access to career support and personal development opportunities close to home.

GROW your credibility

We play a pivotal role within the profession, setting standards for competence and influencing future direction. When you join you'll become part of a professional body that's well-known and respected by employers, regulators and your peers, growing your credibility as a professional.

ENHANCE your career

Demonstrating technical competence is essential for your career and credibility as a professional. Enjoy content designed to enhance your knowledge and keep you ahead of the curve. Members can access key market information through our comprehensive collection of online resources.

The value of PFS membership

Here's a short video that showcases some of the wide range of benefits you get from being a member of the Personal Finance Society, and why membership is increasingly valuable today.


Benefits of joining

There are many benefits to joining the PFS, here are just a few; internationally recognised designations, discounted Chartered Insurance (CII) qualifications, downloadable CPD app, digital membership card, as well as money-saving deals and discounts through our affinity benefits scheme.

Membership levels

Membership is open to anyone working in or connected to financial planning or the insurance profession. Why not visit our online shop today and explore the membership levels on offer to you.

Meet the team

Our UK regional network is run by a dedicated group of member volunteers providing access to career support and personal development opportunities closer to home.

Apart from the opportunity to attend CPD seminars and workshops covering technical and market related topics, there are plenty of social and business networking events to help you learn more about the profession, connect with peers and meet the team.


Fees start from as little as £7 and we estimate that with fair usage of the benefits available through our affinity benefits scheme, you could recoup the cost of your membership subscription, if not much more.

Join us