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 »

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

Code of Ethics

Bringing professionalism to life

As a member of the Personal Finance Society you comit to a code of ethics.

As part of our stated mission to protect the public by serving the profession, the PFS/CII has developed and refined a code of ethics. Ethics is the cornerstone of professionalism, and ethical behaviour is crucial in the battle to secure public trust and confidence in financial services. It is essential that all those working within financial servicesc comit to ethical standards if the profession is to prosper.

Setting standards of integrity for our profession





The code of ethics has been designed to provide you with practical, realistic guidance to follow. It identifies you as belonging to a genuine profession.

The code requires that you:

  • Act with the highest ethical standards and integrity.
  • Act in the best interests of each client.
  • Provide a high standard of service.
  • Treat people fairly regardless of: race or racial group; sex or sexual orientation; religion or belief; age; and disability.

To help you understand and apply the code of ethics, your membership gives you access to free learning packs and CPD events around the UK.

You can read the full version of The Code here.

Benefits of membership

Not already a member?

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