My Basket0

PFS Local

Browse PFS Local events, hosted and organised by PFS Local Committee members.

PFS Local

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

Find out more

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

Setting standards

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

Latest articles

New PFS guidance consolidates resources for Consumer Duty compliance

The Personal Finance Society (PFS) has published new guidance that consolidates Consumer Duty resources to support firms and personal finance professionals with evidencing compliance.  

PFS podcast: Diversity of voices is good for business

Aligned with International Women’s Day 2025 (IWD), the Personal Finance Society (PFS) has launched the second series of its Wealth and Women podcast, with episode one exploring the theme of this year’s IWD; ‘Accelerate Action’.

PFS appoints two new Board members

The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig Palfrey will join the Board on Monday 3 March.

Who Are You and What Do You Want?

Who are you and what do you want? These are two pivotal questions that you need to be asking yourself if you don’t know what you want to do with your career.

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