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Personal Finance Society
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About the Personal Finance Society

What we do

We are the professional body for the financial advisory profession in the UK. We promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in our profession.

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Code of Ethics

The CII/Personal Finance Society encourages the highest professional and ethical standards in insurance and financial services worldwide.


Details of the AGM, Bye-laws, Memorandum, Articles of Association and our terms & conditions.

PFS careers portal

PFS Careers is our new online careers portal.


About the CII

The Chartered Insurance Institute (CII) exists to promote higher standards of integrity, technical competence and business capability.

We support the Prince's Trust

The Personal Finance Society and Chartered Insurance Institute are working with The Prince's Trust to help change young lives.

Events Sponsorship Terms & Conditions

Any Personal Finance Society Event Sponsorship agreement is subject to these terms and conditions.

Professional Recognition

We encourage all members to be qualified at the appropriate level for their role and to consider further qualification to extend and develop their knowledge and careers.

New Visual Identity

We have begun rolling-out a new visual identity to aid public recognition and understanding of our role.