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Personal Finance Society
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About the PFS

What we do

The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK. We promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in our profession.

Not already a member?

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

Professional Recognition

The Personal Finance Society encourages all members to be qualified at the appropriate level for their role and to consider further qualification to extend and develop their knowledge and careers.

Code of Ethics

The CII/Personal Finance Society encourages the highest professional and ethical standards in insurance and financial services worldwide.


Details of the AGM, Bye-laws, Memorandum, Articles of Association and our terms & conditions.

About the CII

The Chartered Insurance Institute (CII) exists to promote higher standards of integrity, technical competence and business capability.

CII supports the Prince's Trust

The CII and Personal Finance Society are working together with The Prince's Trust to help change young lives.

PFS Events Sponsorship Terms and Conditions

Any Personal Finance Society Event Sponsorship agreement is subject to these terms and conditions.

The Chartered Insurance Institute has begun rolling-out a new visual identity to aid public recognition and understanding of its role in helping the insurance and financial planning professions build credibility. The new branding presents a rich heritage in a more contemporary style, helping to align its societies, faculties and institutes to reflect a shared purpose of driving confidence in the power of professional standards.