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.
If you’ve not started studying yet, or you’re studying towards your first CII qualification.
|Discover membership||Free scheme for teachers and students||Free|
|Student membership||Entry-level membership, no qualification requirements||
A series of levels to recognise your learning and experience.
|Certificate||For holders of CII Certificate level qualifications||
|Diploma||For holders of one of our Diploma qualifications in financial planning.||
|Advanced Diploma||For holders of the Advanced Diploma in Financial Planning||
|Fellow||For holders of PFS Fellowship, the CII’s highest membership level||
|Chartered||For holders of the Advanced Diploma in Financial Planning or Fellowship with at least five years' sector experience (not necessarily post qualification)||
Support for members
Find out about the help our support schemes can provide when your circumstances change.
Before applying you should fully understand your obligations as a member.