Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers.
The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.
Designations
Member Designations
Our designations enable you to demonstrate to employers, peers and clients a commitment to continuous learning and adherence to high professional standards.
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;
- 35+ hours of Continuing Professional Development (CPD) each year
- Adherence to the Chartered Insurance Institute Code of Ethics
That is why only current members of the Personal Finance Society can display our designations after their name.
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Holding the Certificate in Financial Planning (withdrawn) |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.
