By using and browsing the PFS website, you consent to cookies
being used in accordance with our policy. If you do not consent,
you are always free to disable cookies if your browser permits,
although doing so may interfere with your use of some of our sites
or services. Find out more »
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.
Members get access to a range of benefits, including quality CPD and discounts on CII exams.
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
The CII/Personal Finance Society encourages the highest
professional and ethical standards in insurance and financial
In this section you will find details of the AGM, Bye-laws,
Memorandum, Articles of Association and our terms and
The Chartered Insurance Institute (CII) exists to promote higher
standards of integrity, technical competence and business
The CII and Personal Finance Society are working together with
The Prince's Trust to help change young lives.