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Diploma in Financial Planning

Admission Fee

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


Your membership level will be allocated based on your qualification history with the CII


Join the PFS today

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This membership level is for you if you hold the PFS Diploma in Financial planning.

The Diploma in Financial Planning is an advanced technical qualification which demonstrates an understanding across a broad range of key advisory areas.

There are two designations available to holders. Upon application for membership the CII will notify which you are eligible to use so that, where applicable, you can select the most appropriate for your circumstances.

Qualification Designation
Diploma in Financial Planning DipPFS
Passed through any combination of available exam units
Diploma in Regulated Financial Planning DipPFS
Passed through the completion of R01, R02, R03, R04, R05 & R06





Diploma member benefits


  • 'DipPFS' designation: highlighting your technical knowledge and commitment to professional development.
  • Access to Knowledge Services: an online knowledge library (supplemented by a physical library in London) that provides unrivalled access to insurance and finance services material. Includes an archive of exam guides including model answers for written exams.
  • Membership of a Region: providing access to a comprehensive programme of CPD courses typically covering technical training, business and soft skills, and revision courses plus business and social networking events.
  • Membership of a local institute: PFS membership provides automatic membership of a local institute.
  • CPD scheme for qualified members: providing a practical framework for ensuring professional development is addressed in a structured and compliant way.
  • Substantial discounts: on a range of services including qualification learning materials and exam entry, and face-to-face training courses.
  • Member magazine:  Personal Finance Professional, covering technical, market, regulatory and UK developments.

*Please note for new members and those reinstating their membership, there will be a one off admission fee of £37.00.

Member Directory Search

All CII Members can validate their professionalism through the Member directory - customers and peers can check members' credentials simply, online.

Chartered Status

Studying towards your advanced diploma means you may soon be eligible for Chartered Status, the most trusted designation amongst consumers.

Display your badge of professionalism

Designations show the world you are qualified and keep your knowledge up-to-the minute. Only PFS/CII members are required to stay up-to-date through our Continous Professional Develompent (CPD) scheme.