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Personal Finance Society
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This section provides you with some useful CPD resources covering the various topics around personal development to assist you in meeting your professional development needs.

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Personal development

From presentation skills to exam technique this section provides a range of CPD resources to help you be the best at what you do.

Face to face communication rules OK!

Advisers are reacting against the current trend to focus overwhelmingly on electronic communication and social networking.

How to make an elevator pitch

John Dashfield, Owner, Dashfield Consulting, answers the key quesiton; 'What is an elevator pitch?'.

Genius material

Lysette Offley, Genius Material, taught for 20 years in state primary and secondary schools, before expanding her skill set to includ...

Career and development paths for paraplanners

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Ri...

Chartered Individuals

Holding a Chartered title distinguishes you from the mass of practitioners, signaling the attainment of qualifications and the contin...

Trust: Creating and retaining trust with your clients - even in the digital age

Learning Objectives: at the end of this session you will be able to: Discover practical tips to encourage and retain trust from y...

PFS Annual Conference Opening Keynote (Keith Richards and David Thomas)

PFS Annual Conference Opening Keynote (Keith Richards and David Thomas)

The key to attractive and valued client propositions

Learning Objectives: at the end of this session you will be able to: Evaluate panel views on what it is that clients really want ...