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Personal Finance Society
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When you complete your qualifications, you are entitled to use internationally recognised designations on personal communication materials, business cards, resume, letterhead and so on.

You will join more than 34,000 Personal Finance Society members in doing so, and of these, over 4000 also hold the premier individual title, Chartered status.

The designations cover the full spectrum of qualifications, in some instances with sector or discipline-specific options, to enable you to demonstrate areas of specialism.

Holders of the Diploma and Advanced Diploma also have eligibility to use EFPA designations.

Proudly display your professionalism


Qualification / Title Designation
General Sector/Discipline specific
Certificate in Financial Planning CertPFS n/a
Certificate in Discretionary Investment Management CertPFS (DM) n/a
Certificate in Securities Advice and Dealing CertPFS (Securities) n/a
Certificate in Paraplanning CertPFS (Paraplanning) n/a
Diploma in Financial Planning and the Diploma in Regulated Financial Planning DipPFS n/a
Advanced Diploma in Financial Planning APFS n/a
Fellowship FPFS n/a
Chartered Chartered Financial Planner



  • As a qualified member you are required to undertake continuing professional development activity. See the CPD section for details.

Benefits of membership

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.