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Personal Finance Society
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Chartered Financial Planner

Admission Fee

To apply for Chartered status, please download the Chartered Application form or call our CII customer service team on +44 (0)20 8989 8464.  (If you are not already a member you will need to apply for membership as an Associate too).

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

The premier professional title awarded by the CII.

Available to Advanced Diploma and Fellowship holders with at least five years' industry experience (not necessarily post qualification). 

Chartered member benefits

  • Eligible to use a Chartered title, which has been acknowledged in authoritative consumer research as the most recognized and respected professional titles, further enhancing the standing of the holder. 
  • 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 face-to-face training courses
  • Member magazine: Personal Finance Professional, covering technical, market, regulatory and UK developments
  • Free Chartered legal helpline: telephone access to qualified lawyers in specialty areas

*Please note for new members and those reinstating their membership, there will be a one off admission fee of £37.00.

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

Titles and Designations show the world you are qualified and keep your knowledge up-to-the minute. Only CII members are required to stay up-to-date through our Continous Professional Develompent (CPD) scheme.