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Personal Finance Society
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Regional support network

PFS Regions


Your membership gives you access to an extensive programme of free events, such as Regional Conferences, Technical Seminars and the Annual Conference

The regional structure is a vital part of the Personal Finance Society and your membership. Each region has a committee which is run by dedicated member volunteers across the UK. Regional Committee members »

Your regional meetings deliver a range of speakers providing motivation, business ideas, regulatory information and technical content. These events are an ideal opportunity to share your thoughts and ideas with colleagues whilst building your professional network.

 

Support from like minded professionals, locally.

 

 

 

 

You will get access to:

  • An extensive range of CPD seminars and workshops covering technical and industry related topics, typically free of charge (where a fee is payable these are significantly below standard market rates). Examples of recent topics include: Investment suitability post RDR, Independent vs restricted, adviser charging.
  • Access to 'soft' and business skills sessions to provide essential non-technical support in your career, the majority of which are free of charge. Recent courses have included: presentation skills, marketing techniques, motivation techniques and communication skills.
  • Social and business networking events.
  • Guidance on exam techniques and revision courses when studying towards CII qualifications.
  • Regular updates, My PFS e-newsletter.
  • The opportunity to become involved with running your local region.
  • Local exam centres.

Find out more about Regional Conferences »

Benefits of membership

Not already a member?

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