Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services.

Web Chat
Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Select the arrow on the right, next to the displayed currency to show the price in your preferred currency. Please note that this is only a guide and all payments are currently taken in Pound Sterling (£ GBP) only.
Currency conversion:
Guide exchange rate 0

Chartered Financial Planner

Admission Fee

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

By post / fax
phone iconDownload application form »
By phone
phone icon+44 (0)20 8530 0852

Available to Advanced Diploma and Fellowship holders with at least five years' sector experience (not necessarily post qualification).

Resources for Chartered members

Chartered members have access to a range of support services.

Chartered member benefits

  • Use of the Chartered Financial Planner title, which has been acknowledged in authoritative consumer research as the most recognised and respected professional titles, further enhancing the standing of the holder 
  • Use of a professional designation 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, learning courses 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
  • Free Chartered legal helpline offering access to qualified lawyers in specialty areas


As a Chartered member you can use the following designation after your name:

Designation Requirements
Chartered Financial Planner Advanced Diploma in Financial Planning or Fellowship
with at least five years' sector experience (not necessarily post qualification)



New CII Group Shop

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