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Pathway to the Profession

Our mission is to invest, inspire, involve and inform to help create a route that anybody can find and follow.

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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.

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Latest articles

Top tips for submitting your PFS Awards entry

So, you’re thinking of submitting your entry for the Personal Finance Awards 2026/27? Great! If you’re wondering where to start, look no further. An award-winning entry takes time to craft, which is why we’ve put together our top tips to help you get started.

CII Group strengthens leadership with two Executive appointments

The Chartered Insurance Institute (CII) Group has today (Friday 1 May) announced the appointment of two new Executive Directors, further strengthening its leadership team. Ben Turner has been appointed Executive Director, Member Engagement, joining with immediate effect, and Will Holt will join as Executive Director, Learning, from 3 August.

Pathway to the Profession drives 500 new PFS members

Nine months since its launch, the Personal Finance Society (PFS) Pathway to the Profession talent programme has reached its initial target of attracting 500 individuals to join the financial planning profession, and become new PFS members. The Pathway programme, which included complimentary entry into the Chartered Insurance Institute (CII) Group’s Financial Protection (R05) exam, has generated over 1,000 expressions of interest, with 521 being accepted to begin their studies.

Vantage point: Q1 2026

The CII Group has started the year as it ended 2025, seeking to influence regulation by convening the profession and shaping what good practice looks like.

We helped set the tone for how regulators approach Consumer Duty, vulnerability and AI, surfaced under preparedness for the Great Wealth Transfer, and committed to leading work on new driver road safety. This is the CII acting not just as a responder, but as a shaper of the agenda.

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.

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