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


Admission Fee

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 by contacting our Fellowship Advisory Service.

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 


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.

New CII Group Shop

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