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Personal Finance Society
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Benefits of membership


Knowledge Services »

Knowledge Services give you access to detailed technical and commercial information on every possible topic. Fully searchable, so you can read thousands of articles, regulatory updates and papers, order books, borrow from the physical lilbrary, view webinars and download e-books and podcasts on the subjects you need.

Discounted Qualifications »

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

Simply check the member cost against the non-member cost when researching your units.

A truly national network »

More connections mean more possibilities.  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 covering the whole of the UK means you can access CPD training and networking events in areas that suit you, whether at home or travelling.  

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

Personal Finance Professional »

The leading market magazine, Personal Finance Professional, which will develop your knowledge and keep you abreast of market changes. Four issues a year

Online CPD »

Through The Faculties and Knowledge Services, PFS members receive free online and digital delivery of CPD information.

The PFS provides webinars, videos, e-books, podcasts and live debates for members to use to keep their industry knoweldge bang up-to-date, whatever sector you are in, and also available are the free study resources for those undertaking qualifications. 

Designations »

Designatory letters available helping you to demonstrate your professionalism to your clients on your business stationery

Regional CPD »

CPD is delivered on the ground and free to members, through a combination of centrally devised training, delivered locally, and through the network of 26 Regions and 58 local institutes around 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.