Chartered Fellow (Financial Planning) Application Form

Window of Opportunity form

For members that hold the CERTIFIED FINANCIAL PLANNER™ Certification via the Level 6 Diploma in Financial Planning and have successfully logged 3 years CPD as a CISI Member or above, the window of opportunity will remain open until 11 June 2023.

You can download and print this form here.

I wish to apply for Chartered Fellow (Financial Planning) membership in accordance with the Membership Regulations’

Personal Details

Please include country and area code

Work Details

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Correspondence to be delivered to:*

Statement of eligibility

I hold the CERTIFIED FINANCIAL PLANNER™ Certification via the Level 6 Diploma in Financial Planning

Please select one option

** Must be recorded CPD as a personally Chartered member of a relevant Chartered Body (the list of those we accept is available in the Chartered Fellow (Financial Planning) FAQs). The CPD used must have been logged in the consecutive years immediately preceding your CISI membership. You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application.
Please upload CPD evidence

This field is required

Disciplinary history

I have been convicted of a criminal offence: *

Please note that you do not need to disclose protected convictions that are filtered from a standard and enhanced Disclosure and Barring Service (DBS) check.
I have entered an Individual Voluntary Agreement (IVA) or equivalent agreement with my creditors or have been adjudged bankrupt or insolvent or compounded with my creditors:*

I have been subject to disciplinary proceedings by the FCA, other regulator or any professional body within the past five years: *

I have been subject to a disciplinary investigation by my firm that has led to disciplinary action being taken against me: *


  1. I agree to abide by the Royal Charter, Bye laws, Regulations, and to uphold its high standards as published in its Professional Code. Any breach of the Regulations may give rise to disciplinary procedures and termination of my membership.
  2. I am aware that CPD is mandatory for CISI members and agree to undertake CPD on an annual basis meeting the CISI CPD requirements to maintain my membership. I understand non-compliance of the CISI CPD requirements can lead to my membership being suspended.
  3. I know of no reason why I should not become a member.


The fee is £55 plus the difference in annual subscription between your current subscription fee and the category of membership for which you are applying. The application fee and subscription are payable at the time of application processing. Thereafter, subscriptions are due annually on 1 April, and may be paid by direct debit.

CISI Member to Chartered Fellow (Financial Planning) - (£80)
Chartered Member to Chartered Fellow (Financial Planning) - (£80)
Chartered Fellow to Chartered Fellow (Financial Planning) - Free of charge

(There is no pro-rata arrangement)
Please note that any outstanding subscription due for the current year must be paid before processing.

Who will pay the annual subscription? *

Payment by Firm:

If firm, please provide the following information:

Please contact:*

by telephone/email* to make payment on my behalf.

*If you have selected via email you will receive a payment link from to complete.

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