Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Web Chat
Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Select the arrow on the right, next to the displayed currency to show the price in your preferred currency. Please note that this is only a guide and all payments are currently taken in Pound Sterling (£ GBP) only.
Currency conversion:
Guide exchange rate 0

Advanced 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

By post / fax
phone iconDownload application form »
By phone
phone icon+44 (0)20 8989 8464

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

This is a professional qualification for financial services staff working across all sectors of the profession.

Advanced Diploma member benefits

  • 'APFS' designation: highlighting your technical knowledge and commitment to professional development.
  • Eligibility for Chartered status (subject to having five years' experience, not necessarily post-qualification): Charterd Financial Planner.
  • 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.

Not yet Chartered?

If you hold the APFS and have over 5 years relevant industry experience, you could also be eligible for a Chartered title. Application is simple and you could be Charterd after just one phone call.

Member Directory Search

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

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.