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Admission Fee

Join this membership:

By post / fax
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By phone
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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 obtain 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 financial services qualifications framework.

Fellowship member benefits

  • 'FPFS' designation: highlighting your technical knowledge and commitment to professional development.
  • Eligibility for Chartered status (subject to having five years' experience, not necessarily post-qualification): Chartered Financial Planner status.
  • 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 CII face-to-face training courses.
  • Member magazine: Personal Finance Professional, covering technical, market, regulatory and UK developments.

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.