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Personal Finance Society
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Chartered suits you

There are many good excuses for not becoming Chartered, but no good reasons.

It won't take over your life

The Advanced Diploma has been designed with work-life balance in mind. It's flexible, adaptable and in-tune with the pressures and strains of modern living. Firstly, it's modular. You create a learning schedule to fit your other commitments. There's no fixed programme in terms of subject choice or enrolment timings and it's up to you when you sit the exam. Effectively, you pick up study as and when it's convenient for you.

You won't feel unsupported

Study support at this level includes case study workbooks that explore work-based scenarios - similar to those you'll complete in the exam and mirroring the work that you do. And you're given free access to online support tools including a knowledge check facility and 3 mock exams. You'll also be able to access electronic copies of relevant Diploma level study texts, so you can be sure you have the necessary technical knowledge. Audio revision and face-to-face revision courses are also available, providing extra support as the exams approach.

It isn't academic study

Crucially, you will see immediate and significant improvement in your capabilities. The Advanced Diploma isn't about academic study - each unit is designed to develop the practical knowledge and skills needed to deliver sophisticated, in-depth advice. So you can get better at your job straight away. Chartered status is a valuable business asset - it's not simply a title put after your name.

It doesn't cost the earth

Upgrading to the Advanced Diploma typically costs CII/PFS members, who already hold the Diploma, in the region of £1,100. And there is no upfront payment - you pay as you study - spreading the costs over the entire period. That's a lot less than other Chartered professions - and the returns, in terms of long-term earning potential, mean it represents fantastic value. And can you really put a price on true professional status?