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Personal Finance Society
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Qualified member of the Personal Finance Society

Qualified members of the Personal Finance Society can display the Qualified member logo to promote their professional standing and membership.

The Qualified member logo represents an ongoing commitment to professional standards and adherence to the Code of Ethics which requires members to comply with a strict code of conduct. Members are obligated to act always in the best interest of each client and are committed to keeping their knowledge and expertise up to date and relevant through ongoing Continuing Professional Development.

Qualified members have reached at least Certificate level qualifications with the Chartered Insurance Institute and are defined by the CII Bye-Laws as being; Certificate holders, Diploma holders, Associates and Fellows.

Member Search

You can confirm an individual’s membership via the Member Search. We recommend using the Member Search to confirm an individual’s membership status, as displaying the Qualified Member logo should not be considered as validation from the Personal Finance Society.