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service message Important Notice: Essential System Upgrades – 10 June, 4:00 PM to 6:00 PM. To support ongoing improvements, essential system upgrades will take place on the evening of 10 June between 4:00 PM and 6:00 PM. During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays. We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.

Statement of Professional Standing application guidance

When applying, you need to confirm

  • Which relevant FCA TC Appendix 1.1 activities you undertake
  • Which appropriate qualification(s) you hold for activities they undertake (relevant CII qualifications are pre-populated)
  • Your Individual Reference Number (IRN) 
  • Your Firm Reference Number (FRN)
  • Your adherence to a declaration

No gap fill required

This is relevant to:

  • CII Diploma in Regulated Financial Planning holders
  • Non-CII 'fully RDR compliant' qualification holders

Qualification gap fill is not required as qualifications already meet the FCA qualification requirements in full.

Important notes regarding non-CII qualifications

  • CII framework credits are not issued as part of this process and can only be obtained through a CII recognition of prior learning application
  • Members will not be eligible to use the DipPFS membership designation solely as a result of the SPS application process