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Holding the Certificate in Financial Planning (withdrawn) |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.
