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Whatever your ambitions, becoming a member gives you the opportunity to shape your career the way you want, at your own pace.
Membership is open to anyone working in or connected to insurance or the financial planning profession.
The membership journey is outlined below and will help you decide which level is the right fit for you. Please do check to see if any non-CII qualifications you hold are eligible for recognition of prior learning as this may affect which membership level is right for you.
Entry level membership for when you’re studying for your first qualification with us, or if you’d simply like to enjoy the benefits of membership without committing to study.
Certificate level membership is for individuals holding one or more CII Certificate qualifications.
Diploma level membership is for individuals holding one of the CII Diploma qualifications 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 a CII Diploma in financial planning)
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)
Fellowship is regarded as the premier designation for those working in the financial planning profession. Together with Chartered status, it represents the pinnacle of PFS membership.
Available to Advanced Diploma holders with at least five years' sector relevant experience. Chartered Financial Planner status serves as a mark of technical competence and is the universally recognised badge of professionalism among employers, consumers and businesses. It demonstrates you are at the forefront of your profession and are committed to maintaining high professional standards.
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 A.Dip with 5 year's sector experience)
Affiliate membership is for individuals who are professionally qualified with another organisation and do not intend to pursue financial planning qualifications.
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