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Fellow

Yearly
£210.00
Monthly
£17.50
Admission Fee
£37.00

Join this membership:

By post / fax
phone iconDownload application form »
By phone
phone icon020 8530 0818

This membership level is for you if you complete the PFS Fellowship programme. It shows the world that you have attained and maintained the most prestigious level of professional achievement.

Those wishing to continue their studies can also work towards Fellowship of the Personal Finance Society. A total of 350 credits are required to complete the Fellowship, this must include obtaining 290 credits through completion of the Advanced Diploma in Financial Planning (see right for details). The remaining 60 credits can come from any of the examinations offered within the CII personal finance qualifications framework.

Find out more about Fellowship.

Fellow member benefits:   

  • FPFS designation to demonstrate your knowledge and technical capability, and your ongoing commitment to professional development
  • Eligibility for Chartered status (subject to having five years' experience, not necessarily post-qualification) and the Chartered Financial Planner designation
  • 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 

Designation

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

Designation Requirements
FPFS PFS Fellowship

Advanced Diploma in Financial Planning

Make sure you have completed the Advanced Diploma in Financial Planning before enrolling on to the fellowship programme.

Learning statement

Obtain your learning statement to see if you qualify for Fellowship status.