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Admission Fee

Note: A one-off admission fee applies to all applications from new and reinstating members


Your membership level will be allocated based on your qualification history with the CII


Join the PFS today

By post / fax
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By phone
phone icon+44 (0)20 8530 0852

This membership level is for individuals holding one or more of the following CII Certificate qualifications.

Certificate member benefits:   

  • Use of a professional designation (including sector and discipline variations where appropriate) to demonstrate your knowledge and technical capability, and your ongoing commitment to professional development
  • Discounts on a range of learning and development services including study and revision materials and exam entry
  • Access to key market information through our library of financial planning publications, reports and documents
  • Membership to a PFS region and CII local institute providing local CPD events, training and networking opportunities
  • CPD scheme to keep your skills and knowledge up-to-date
  • Market news and updates from our membership magazine, Personal Finance Professional
  • Access to a range of high street and online discounts through Perks, our affinity benefits scheme


As a Certificate member you can use one of the following designations after your name:

Designation Requirements
CertPFS Certificate in Financial Planning (now withdrawn)
CertPFS (Paraplanning) Certificate in Paraplanning
CertPFS (Securities) Certificate in Securities Advice and Dealing
CertPFS (DM) Certificate in Discretionary Investment Management


New CII Group Shop

Please be aware, you may be directed to the CII Group Shop when signing up to membership.