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Personal Finance Society
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FAQs (Frequently Asked Questions)

The following are some of the most frequently asked questions (FAQs) we receive and should save you time in dealing with your enquiry.

Membership

What is a member?

A member is someone who pays an annual membership fee to the CII - If you have been allocated a Personal Identification Number (PIN) this does not automatically mean that you are a member of the CII/PFS.

What will my membership include?

If you are new to the industry or are progressing your studies, belonging to the Chartered Insurance Institute enables you to accelerate your career development. As a CII member you can gain the competence, knowledge and understanding required to flourish in your current role and, if and when you decide to move, to enjoy further success in the professional arena.

If you have completed a qualification or have been working in the industry for several years, CII membership can play a vital role in consolidating your position within the insurance and financial services market. With CII services, products and facilities at your disposal, you can develop your capabilities in line with your ambitions, ensuring you maximize your potential and participate fully in your chosen profession.

For full details, please visit our website at www.cii.co.uk/membership/why-join/.

Can I pay my membership fee monthly?

Yes by Direct Debit - please call us on +44 (0) 20 8989 8464 or download and complete a direct debit form here.

Do I have to be a member of the CII to take exams?

No. But you could save money on CII products and as a member would also be able to take advantage of additional benefits. For full details go to www.cii.co.uk/membership/why-join/

How do I become a member?

Visit Levels of Membership to find out how to join the CII or contact Customer Service on +44 (0) 20 8989 8464.

How do I join CII?

Visit Levels of Membership to find out how to join the CII or contact Customer Service on +44 (0) 20 8989 8464.

How can I access an election application?

You need to contact us at customer service on +44 (0) 20 8989 8464 to arrange for the appropriate paperwork to be sent.

Can I apply for election on-line?

You are unable to currently apply for this on-line. Please call customer service on +44 (0) 20 8989 8464.

I am a member of the CII/PFS holding a designation and need information regarding the Continuing Professional Development Scheme?

Please visit our website at the following link http://www.cpdscheme.cii.co.uk for further information regarding our Continuing Professional Development scheme and our CPD easy.online tool or contact Customer Service on +44 (0) 20 8989 8464.

I have retired from active business life and wonder if I am entitled to pay a reduced subscription fee?

Please visit our website at the following link www.cii.co.uk/membership/membership-schemes/ where you can download an application form to apply for our Retired Members Scheme or contact Customer Service on +44 (0) 20 8989 8464 for an application form.

I am a member of the CII/PFS, but am currently unable to pay the full amount due for my subscription, can you help me with my payments?

Please visit our website at the following link www.cii.co.uk/membership/membership-schemes/ or for further details contact Customer Service on +44 (0) 20 8989 8464.

I am a member of the CII/PFS, but am currently unable to pay the full amount for my subscription due to financial difficulties (redundancy, unemployment, ill heath) for my subscription as per one of the following:

Please visit our website at the following link www.cii.co.uk/membership/membership-schemes/ for details of our Assistance with Membership Subscriptions or contact Customer Service on 020 8989 8464.

What is the cost of membership?

This varies accordingly to the level you are applying for. Please visit http://www.cii.co.uk/cii/membership/prices.aspx for full details or call customer service on +44 (0) 20 8989 8464.

I wish to become a Fellow of the CII (FCII) what do I need to do?

Full details can be found on our website at http://www.cii.co.uk/membership/levels-of-membership/fellow/ or telephone our Membership Department on 020 8530 0818.