Free Discover

membership scheme

Join the Chartered Insurance Institute (CII) or Personal Finance Society (PFS) to have the advantage of inside knowledge and connections to improve your chances.

Before you begin

Free Discover membership of the Chartered Insurance Institute or Personal Finance Society is open to school, college and university students who:

  • are not in full-time employment;
  • do not hold a CII qualification;
  • and are not studying for a CII qualification.

Personal Details

Please enter the details you would like us to use to contact you with regard to your membership.We would recommend using your home email address and address, so that if you move on with your education or career we still have the correct details.

Date of Birth

Please note that you must be at least 16 years of age.

Date of leaving school/graduation

Please note that you must be at least 16 years of age.

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Employment status
Address to be used for postal correspondence and local CII institute/PFS region allocation

Choose a membership body

Please tick one of the below to select which membership body you wish to join:

Membership body
The premier professional organisation in the insurance and financial services industry
The professional body for the financial planning community


Please complete the following declarations and note that whilst a member of the CII, you are required to let usknow if and when, at any point in the future, your circumstances are such that you would have to answer ‘yes’ to any of these questions.

Please tick the relevant box to confirm whether you have:

Been made bankrupt or been subject to an individual voluntary arrangement (or similar procedure) or any judgment debt
Been subject to an adverse judgment of any court (or been charged but not yet tried with) any criminal offence other than a monetary fixed penalty for a motoring offence. Please note, if the conviction is considered spent under the Rehabilitation of Offenders Act you should select ‘No’.
Been subject to any disciplinary sanctions (or are currently the subject of any investigation) by the CII/PFS or any other professional and/or membership body or regulatory authority

Privacy and electronic communications regulations

I consent to receiving marketing communications from the CII by email

Sharing your data with local institutes

I consent to the CII sharing my data with my local institute
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Right to cancel

In accordance with The Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 (“the Regulations”), you have a right of cancellation in respect of your membership. This right (subject to the Regulations) expires 14 calendar days from the day on which your membership application is accepted or where written confirmation of your membership is received by you (please note that no refunds will be provided for cancellations made after these specified dates). Reimbursement for any monies paid by you which relate to the cancellation will be sent to you within 14 calendar days of receiving the notice of cancellation. Should you wish to cancel, notice should be sent to CII Customer Service at [email protected]

Sharing your data with local institutes

If you opt to share data with local institutes. CII local institutes provide access to a programme of services including CPD events, training and networking opportunities designed to support you and complement your CII membership. We will share your data with your local institute (UK, Channel Islands and Isle of Man based members only) so they may send you relevant email communications.

If you agree receiving marketing communications from the CII by email, we may from time to time, electronically draw your attention to other CII products and services which are likely to be of interest to you.

To opt out of postal marketing communications from the CII and your local institute please send a request to Customer Service at [email protected]