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Membership of the Personal Finance Society is open to anyone wholly or mainly employed or engaged in work connected with financial planning.

Personal Finance Society membership starts from just £6.66 a month.

Student membership

If you are studying towards your first CII qualification, or have not yet begun any studies, you will be eligible to join the Personal Finance Society as a Student member.

Category Annual fee Monthly cost
Student £80 £6.66

Membership for qualified advisers

The Personal Finance Society offers a range of different levels of membership for advisers holding CII qualifications.

Each level entitles the member to use a designation highlighting their technical knowledge and commitment to professional development. In doing so, members must comply with the CII continuing professional development (CPD) member scheme.

It is a requirement of membership that members join at the level that equates to the highest CII qualification they hold.

Category Annual fee Monthly cost
Certificate £205 £17.08
Diploma £205 £17.08
Advanced Diploma £215 £17.91
Fellow £215 £17.91
Chartered £265 £22.08

Fees shown are applicable from 1 January 2020 to 31 December 2020. Please note for new and reinstating members a one-off admission fee of £37 is also payable. Student members do not have to pay this admission fee.

Note: Membership fees are reviewed each year with effect from 1 January.

Direct debit payment

The easiest way to pay your membership fee in the UK is by direct debit, especially as there is no additional charge for this. To set up a Direct Debit, please return the attached Direct Debit mandate (PDF) or call Customer Service on 020 8530 0852.

Tax relief

Because the CII is a professional body approved by HMRC, and membership is relevant to the job you do, membership fees qualify for a tax deduction. This means that you can include it on your annual tax return as an allowable expense and it will reduce your final tax bill by a percentage of the fee.

Your employer will also be entitled to show this as an allowable expense if they pay your membership fee, but of course you cannot then claim the cost on your own tax return.

Support for members

Find out about the help our support schemes can provide when your circumstances change.