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Listen to this short video to find out what our members have to say about membership and the benefits of being part of our community. For a full list of member benefits click the button below.
Membership demonstrates to regulators and clients that you have made a commitment to professional standards. Once qualified, you can also use our internationally recognised membership designations.
We're the fastest growing community for financial planning professionals. Tap into the latest thinking, learn from sector specialists and network with likeminded individuals locally.
Membership supports you beyond qualifications. You'll have access to regular CPD content, mentoring and career coaching opportunities, CV builder and interview support - not to mention Perks our affinity benefits scheme.
How do I reinstate my membership?
The easiest way to reinstate membership is online; simply use your PIN and password to login. Once logged in, click the 'join' button on the left hand side of My PFS and you'll be taken to the checkout.
If you do not know your PIN or password, you can call Customer Service on +44 (0)20 8530 0852 and a member of the team will be happy to help you.
How much will it cost to renew my membership?
You can find out more about the different levels and cost of membership here. Membership pricing is tailored to your qualifications and level. Once logged in you will see the applicable costs based on your previous level. If you have recently retired, left the profession or are currently out of work, you may be eligible for one of our support schemes, find out more here.
How can I pay for membership?
We offer a number of payment options, depending on where you are located. All members have the option to pay by direct/credit card or bank transfer. If your employer pays for your membership you can request an invoice at the checkout. Members in the UK also have the option to pay by direct debit (annually or monthly).
I have changed jobs and my employer used to pay for my membership, what should I do?
You can rejoin as an individual member or if your new employer has a corporate account we can move your membership to your new employer. This can be done at any time.
My employer has a corporate membership account. Can I be added to the scheme?
Yes. Your employer can add you to a corporate account at any time. To set this up you'll need to speak to the nominated rep within your organisation, if you are not sure who that is we'd suggest you speak to your HR department or contact our corporate support team corporate.membership@cii.co.uk
