As a PFS member you have access to a large number of high
quality CPD events, covering a wide range of subjects. Many are
delivered regionally and the majority are free to PFS members. Our
online library of recordings, webinars and other CPD tools is also
expanding all the time.
PFS membership gives you access to range of services to assist you
in meeting your professional development needs, including:
- PFS regions and local Insurance Institutes - a regional network
providing local access to seminars, technical events and lectures.
Regional Conferences are free to members and provide dedicated
- National technical
conferences and workshops - specialist full day training on key
topics and market developments
- Online recordings and events -
Many PFS face-to-face CPD events are recorded and made available to
members for online playback.
- Additional CPD is also available online through webinars,
webcasts, podcasts and other publications.
Services - comprising an online knowledge library (supplemented
by a physical London based library), that provides unrivalled
access to insurance and finance services publications, fact files,
market data and journals.
- Professional Direction - A
series of guidance papers offering insight and examples on key
- Financial Solutions - A
bi-monthly PFS membership magazine containing technical features
articles and technical updates.
Members also gain discounts on:
- Qualifications & Training courses -
a framework of financial services qualification and training,
delivered via the CII qualification framework and/or Face-to-Face
training course offering.
- Online learning service - our online learning
programme, LEARN, helping you increase your competence and skill
- A range of third party publications and training services.
CPD Essentials is a complete, user-friendly adviser learning and
development tool. It is simple to use, and all delivered online,
on-demand. Available for a single annual fee of £75 +VAT, with no
hidden extras, this provides you with 12 months unlimited access to
the full adviser Continuing Professional Development (CPD)
Find out more here »
CPD is activity undertaken to ensure members' skills and
knowledge are up-to-date. CPD is a common requirement for qualified
members of professional bodies. It reflects the fact that, in
today's fast changing world, knowledge gained through
qualifications quickly dates and, if you are to remain competent,
you must continue to develop and enhance your knowledge. Equally,
eligibility for and use of member qualification designations is not
simply an indicator of study completed, but also of a commitment to
subsequently keeping this knowledge current and being bound by a
Code of Ethics. CPD involves a process of identifying needs,
carrying out activities, recording time spent and reflecting on the
outcomes. CPD can include both 'structured' and 'unstructured'
*Notes: CPD Essentials is not suitable for
users of Financial ASSESS as the same technical learning content is
present within both.
If you currently use the CPD planning and recording tool available
to PFS members please read the FAQs for further information, as
there is currently no functionality to migrate information between
CPD Essentials and this tool.