Certificate membership
Certificate level membership is for individuals holding one or more CII Certificate qualifications.
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 Certificate qualification)
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.
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 |
---|---|
CertPFS | Certificate in Financial Planning (now withdrawn) |
CertPFS (Paraplanning) | Certificate in Paraplanning |
CertPFS (Securities) | Certificate in Securities Advice and Dealing |
CertPFS (DM) | Certificate in Discretionary Investment Management |
Learn more about membership?
Societies

offering an enhanced member experience, our sector-specific Societies are dedicated to supporting you at every stage of you career and focus on the issues that matter most in your sector.
Member Support Schemes

Our three support schemes cover special circumstances enabling you to continue membership at reduced rates.
Dedicated to your development

Membership offers a range of benefits and services dedicated to your professional development. Find out more about what offered including the extensive member network that you will join.