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Personal Finance Society
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Benefits of membership


Knowledge »

Access technical and commercial information on every possible topic. Read thousands of articles, regulatory updates and papers, order books, borrow from the library, view webinars and download e-books and podcasts on the subjects you need.

Discounted Qualifications »

Members qualify for substantial discounts on CII exams and qualifications training.  Membership can pay for itself. 

National network »

Through formal connections or less formally online, you can use the power of the network to your advantage. With 26 Regions and 58 local institutes across the UK you can access CPD training and networking events in areas that suit you.  

  • Professional support
  • CPD training in general & specialist subjects
  • Networking and support from local members
  • CPD plans and support
  • Seminars and networking events
  • Career and professional guidance

Personal Finance Professional »

The leading market magazine, Personal Finance Professional, will keep you abreast of market changes. Four issues a year.

Online CPD »

Receive free online and digital delivery of CPD information. We provide webinars, videos, e-books, podcasts and live debates for members to use to keep their industry knowledge up-to-date. Also available are free study resources for those undertaking qualifications. 

Designations »

Designatory letters including the new EFPA designations available helping you to demonstrate your professionalism to your clients on your business stationery

Regional CPD »

Delivered on the ground and free to members, through a combination of centrally devised training, delivered locally, and through the network Regions and Local Institutes around the UK.

Perks »

Enjoy savings on high street brands with our new affinity benefits scheme for members in the UK.

Benefits of membership

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.