Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

CPD resources covering various topics around regulation and compliance to assist you in meeting your professional development needs.

Back to online resources home »


Financial Planning

From elderly clients to ethics this section provides CPD resources to help develop your financial planning skills.

Practical Processes of financial planning

Carole Nicholls, Carole Nicholls, Chartered Financial Planner, FPFS, Nicholls Stevens Financial Services looks at the six steps ...

The role of the paraplanner in the financial planning process

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 27th June and London, 2 July. Da...

Advising elderly clients

Long term care (LTC) provides one of the most valuable advice opportunities for clients in retirement. The government's latest propos...

Budget 2014

This case study highlights topical areas of current financial planning and take due account of any changes/opportunities that arose o...

How to achieve change in your organisation

Jan Willmott covers how to implement change in your business successfully.

Delivery independent advice

Rory Percival from the Financial Conduct Authority looks at what it really means to be independent.