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Personal Finance Society
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Continuing Professional Development (CPD)

Your professional development is an important part of your professional life and your membership of the Personal Finance Society ensures that you have the knowledge and skills necessary to succeed in a competitive market.

Your CPD activity can help you:

  • build your confidence and credibility with the public;
  • achieve your career goals by focusing on relevant training and development;
  • respond to change by continuously updating your skills;
  • improve your productivity and efficiency by planning action to address acknowledged gaps in your knowledge and experience.

As a qualified member you have access to the CII CPD scheme. The scheme provides you with a practical framework to ensure your development is addressed in a structured way to meet your personal needs, the needs of your employer and the requirements of the CII as a Chartered professional body. The scheme is designed to ensure you remain competent and up-to-date proving your commitment to your profession.

The scheme caters for you irrespective of your specialism, discipline or geographical location. 

For more infomation please see the CPD section»


Keeping you up-to-date with industry trends




To aid you with your CPD needs the Personal Finance Society delivers a vast programme of support through both face-to-face and online activites.

This takes a variety of different forms including:

  • Regional Meetings
  • Area Conferences
  • Technical Conferences
  • Soft skill workshops
  • Roadshows
  • webinars
  • videos
  • e-books
  • podcasts; and
  • live debates.

Your CPD requirements are supported through a diverse programme wherever you are, and whenever it is convenient for you.

Benefits of membership

Not already a member?

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