Designations

As you progress through our qualification framework, your membership category changes to reflect the level of qualification you hold. Our designations are more than just letters after your name, they come with commitments;

• 35+ hours of Continuing Professional Development (CPD) each year
• Adherence to the Chartered Insurance Institute Code of Ethics

That is why only current members of the Personal Finance Society can display our designations after their name.

Designations available at each membership level with eligibility criteria

Membership level	Designation(s)	Eligibility
Chartered	Chartered Financial Planner	Holding the Advanced Diploma in Financial Planning with at least 5 years' relevant sector experience
Fellow	FPFS	Completed the Fellowship programme, The Personal Finance Society’s highest achievement
Advanced Diploma	APFS/EFP*	Holding the Advanced Diploma in Financial Planning
Diploma	DipPFS/EFA*	Holding the Diploma in Regulated Financial Planning or Diploma in Financial Planning
Certificate	CertPFS	Holding the Certificate in Financial Planning (withdrawn)
	CertPFS (Paraplanning)	Holding the Certificate in Paraplanning
	CertPFS (Securities)	Holding the Certificate in Securities Advice and Dealing
	CertPFS (DM)	Holding the Certificate in Discretionary Investment Management

*These are administered by EFPA and not The Personal Finance Society.