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Benefits

As the leading professional body for financial planning professionals, our members are highly respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a network of like minded professionals.

Code of Ethics

By committing to our Code of Ethics, you help to build consumer trust and ensure that high standards of professionalism are maintained.

Read the CII Code of Ethics

Continuing Professional Development (CPD)

Our qualified members commit to ongoing learning and development, helping to ensure that their knowledge remains up-to-date and relevant.

Learn more about the CII CPD scheme

Knowledge and thought leadership

Your membership gives you access to a vast range of content and services to help you meet your development needs. This includes good practice guides, technical papers, online publications from the Personal Finance Society and other sector experts, webinars, events and much more.

Visit the Learning section to find out more

Designations

Promote your expertise with pride using internationally recognised designations, including the new EFPA designations, upon completion of qualifications. See each membership level page for details of the designations available.

Find out about designations

Qualified member logo

Members who have obtained qualified status are now able to display their commitment to professional standards through a dedicated Qualified member logo.

View the qualified member logo

E-mentoring

Connect is the new e-mentoring programme for Personal Finance Society members.

Find out more about Connect

Member discounts

Members enjoy significant discounts (typically over 20%) across a range of learning and development services including examinations, study materials and accreditation of prior learning. You can also claim tax relief from your membership.

Statement of Professional Standing (SPS)

A free SPS is included with your membership if you need one.

Apply for your SPS

Regional support network

Regular events with a range of speakers offer great content for free, as well as the opportunity to build your professional network through our PFS regions and CII local institutes.

Learn about our regional support network

Client facing brochures

Promote your membership with clients and communicate the standard of professionalism and Code of Ethics that you adhere to.

View brochures

Personal Finance Professional

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

Find out more about our publications

Affinity benefits

Take advantage of Perks, our affinity benefits scheme for UK-based members, and save money on your favourite online and high-street brands.

Access Perks