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Designations

Member Designations

Our designations enable you to demonstrate to employers, peers and clients a commitment to self-improvement and adherence to clear standards of practice and behaviour.

As you progress through our qualification framework, your membership category changes to reflect the level of qualification you hold. Our designations are more than just letters after your name, they come with commitments;

  • Continuing Professional Development (CPD)
  • Adherence to the Chartered Insurance Institute Code of Ethics

Designations available at each membership level with eligibility criteria

Membership level

Designation(s)

Eligibility 

Chartered

Chartered Financial Planner

Holding the Advanced Diploma in Financial Planning with at least 5 years' relevant sector experience

Fellow

FPFS

Completed the Fellowship programme, The Personal Finance Society’s highest achievement  

Advanced Diploma

APFS/EFP*

Holding the Advanced Diploma in Financial Planning

Diploma

DipPFS/EFA*

Holding the Diploma in Regulated Financial Planning or Diploma in Financial Planning

Certificate

CertPFS

Holding the Certificate in Financial Planning (withdrawn)

CertPFS (Paraplanning)

Holding the Certificate in Paraplanning

CertPFS (Securities)

Holding the Certificate in Securities Advice and Dealing

CertPFS (DM)

Holding the Certificate in Discretionary Investment Management

*These are administered by EFPA and not The Personal Finance Society.