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Find the right membership level and join

As a member of the Personal Finance Society you will be associated with high standards of professionalism, a key driver in consumer confidence and trust.

Membership of the PFS is open to anyone working in the financial planning profession. Eligible students and teachers in the UK are also welcome to join through our Discover membership. Members of the PFS automatically become members of the Chartered Insurance Institute (CII).

The membership journey is outlined below and will help you decide which level is the right fit for you.

For a more detailed breakdown of fees visit the member pricing page.

Please check on the CII website to see if any qualifications you hold are eligible for recognition of prior learning as this may affect which membership level is right for you.

Not qualified

If you’ve not started studying yet, or you’re studying towards your first CII qualification. 

Level Overview/criteria Fee (UK)
Discover membership Free scheme for teachers and students   Free
Student membership Entry-level membership, no qualification requirements

Yearly: £79
Monthly: £6.58
Admission fee: £37


Qualified

A series of levels to recognise your learning and experience.

Level Overview/criteria Fee (UK)
Certificate For holders of CII Certificate level qualifications

Yearly: £199
Monthly: £16.58
Admission fee: £37

Diploma For holders of one of our Diploma qualifications in financial planning.

Yearly: £199
Monthly: £16.58
Admission fee: £37

Advanced Diploma For holders of the Advanced Diploma in Financial Planning

Yearly: £210
Monthly: £17.50
Admission fee: £37

Fellow For holders of PFS Fellowship, the CII’s highest membership level

Yearly: £210
Monthly: £17.50
Admission fee: £37

Chartered For holders of the Advanced Diploma in Financial Planning or Fellowship with at least five years' sector experience (not necessarily post qualification)

Yearly: £262
Monthly: £21.87
Admission fee: £37


Support for members

Find out about the help our support schemes can provide when your circumstances change.

Membership obligations

Before applying you should fully understand your obligations as a member.