Login
Sign up
Select country
0 Items in basket
My Basket0

PFS National Conference 2024

Registration is now open for our 2024 National Conference! Join us at Manchester Central on Tuesday 12 November

Register now

Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

Find out more

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

Find out more

Career confident

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

Find qualfications relevant to you

PFS XCHANGE

Essential guidance on current trends around the tax implications of divorce and death at our autumn series of PFS XCHANGE events.

Membership

Membership is open to anyone working in the financial planning profession, and starts from as little as £7 per month.
Join us

Qualifications

We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
Study with us

My PFS

Manage your membership, including; renewals, membership card, learning statements and CPD.
Log in to My PFS

Latest articles

15 July 2024

Accumulation Maintenance Trusts - where are we now

Accumulation Maintenance Trusts - where are we now

by Marcia Banner

15 July 2024

PFS What's new bulletin - July I

UPDATE from 28 June 2024 to 11 July 2024

03 July 2024

CII and SJP host first virtual reality training session

As part of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Consumer Duty initiatives, the first vulnerability virtual reality (VR) session was hosted in late June. This innovative learning was facilitated by Technical Connection powered by St. James’s Place (SJP) Learning and Development. The face-to-face session is part of a series available to the whole profession, giving access to the immersive learning which is designed to help build empathy for advisers and others across the profession that would benefit from the insights.

27 June 2024

PFS What's new bulletin - June II

UPDATE from 14 June 2024 to 27 June 2024

View more articles

Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

View Member Benefits

Join us

What we do

Membership
Future professionals
Corporates
Public

The Personal Finance Society is part of the Chartered Insurance Institute group.

Find out more
Contact us

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Telephone service Mon to Fri: 9am – 5pm (GMT)

Webchat - Mon to Fri: 8am - 6pm

 

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

Copyright ©2023 The Chartered Insurance Institute. All rights reserved.

alt