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The Personal Finance Society is dedicated to promoting the interests of its members both professionally and personally...

What membership means

Membership of the PFS gives you access to everything you need to plan and develop your career in financial services. From entry level to advanced, or put another way, from your first job to being the boss, the PFS enables you to plan your way to the top. And help you stay there.

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Why join?

Become a member and you will gain access to a large range of benefits; including practical tools, support, advice and guidance to identify the most appropriate learning pathway and Continuing Professional Development for your career.

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Continuing Professional Development (CPD) demonstrates your commitment to professionalism. Our online CPD tool has been developed to provide you with the support you need to effectively plan your programme of development throughout your CPD year.

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Ethics in Financial Planning

There are a range of ethical issues that are particularly relevant to financial planning, so we have developed two learning packs to give you examples of what they look like in practice to help boost your knowledge of this important area. The two packs, 'Essential Ethics' and 'Managing Ethics' also contain a range of self-test questions to help demonstrate your understanding.

Levels of membership

Membership of the PFS is open to anyone wholly or mainly employed or engaged in work connected with insurance or financial services. Whether you are just starting out in your career in insurance or are an experienced qualified professional, there is a membership level to suit you.