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Chartered Financial Planner

Yearly
£262.00
Monthly
£21.83
Admission Fee
£37.00

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

Designation

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)