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.
Our mission is to lead the financial advice community towards
higher levels of professionalism. This is exhibited through ethical
and behavioural standards, interpersonal and business skills and
technical knowledge. We support you, our members, with achieving
this goal through a wide programme of activities, including
advocacy, guidance, publications and related tools, training and
The Personal Finance Society is part of the CII Group. We
therefore share the CII mission to encourage confidence on the part
of the public and promote higher standards of integrity, technical
competence and business capability.
- Build the profession
- Support our members
- Excellence in operation
Membership of the Personal Finance Society gives you access to
everything you need to plan and develop your career in financial
services. Personal Finance Society membership carries automatic
membership of the CII.
Personal Finance Society Membership will:
- Support your knowledge and self-development
- Create a career advantage through qualifications and
- Develop a close association with the professional body.
With over 36,000 members of which over 5000 are Chartered, The
Personal Finance Society represents the highest standards of
professionalism within the profession.