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The CII will be undertaking work on our IT systems on 6-7 February in order to better support our members and learners. The work will mean that during this time there may be no access or limited access to the CII/PFS websites and learners will be unable to take remote exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

PFS Associate Membership

Demonstrate your ongoing commitment to professional standards and personal development. Whatever your ambitions, membership gives you the opportunity to shape your career the way you want, at your own pace.

Associate membership

Associate level membership is for individuals holding the CII Advanced Diploma in Financial Planning.

Demonstrate your ongoing commitment to professional standards and personal development. Whatever your ambitions, membership gives you the opportunity to shape your career the way you want, at your own pace.

(For holders of the CII Advanced Diploma in Financial Planning)

  • Yearly: Fdj215
  • Membership admission fee: Fdj37

Associate member benefits:

  • Discounts on a range of learning and development services including study and revision materials and exam entry
  • Use of a professional designation, to demonstrate your knowledge and technical capability, and your ongoing commitment to professional development
  • Membership to one of our 56 local institutes in the UK, Channel Islands and Isle of Man providing local CPD events, training and networking opportunities
  • Access to key market information through our library of insurance and financial planning publications, reports and documents
  • CPD scheme to keep your skills and knowledge up-to-date
  • Market news and updates from our award-winning membership magazine, The Journal
  • Access to a range of high street and online discounts through Perks, our affinity benefits scheme.

Designations

Membership designations indicate qualification completion and evidence your technical competence. As a member, you can use designations to demonstrate your professionalism and credibility.

Designation Requirements Educational equivalent

APFS

Member holding the Advanced Diploma in Insurance

Degrees and Higher national diplomas