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Student membership

Admission Fee

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


Join the PFS today

By post / fax
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By phone
phone icon+44 (0)20 8989 8464

This entry-level membership is typically held by candidates who are studying for their first PFS qualification or who wish to enjoy the benefits of membership without committing to formal study.

The services that membership delivers can create a platform to support career success.

Ordinary member benefits 

  • Substantial discounts: on a range of services including qualification learning materials and exam entry, and face-to-face training courses.
  • 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.
  • Membership of a Region and CII local institute: 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.
  • CPD scheme: providing a practical framework for ensuring professional development is addressed in a structured and compliant way.
  • Member magazine: Personal Finance Professional, covering technical, market, regulatory and UK financial service developments.

Member Directory Search

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