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Future Professionals

Creating career advantage

The PFS provides learning routes for all its members to give them the confidence they need as they begin their careers

Financial services professionals deal in technical products. Whatever your area of interest, you need at least some understanding of how the market works, how products are designed, what they are intended to do and how customers can be best served.

Entry-level learning often begins with short courses and foundation qualifications. Success in examinations and the right to use a designation are indicators of commitment, application and ability. They are increasingly valued by employers and clients as signifying professionalism.

PFS designations and CII qualifications command respect throughout the profession thanks to their consistent and rigorous standards. Accompanying technical qualifications, which could progress to MSc level, there are meetings and technical seminars designed to enhance your business and professional skills.

You can use qualifications and other learning as a way to map out a career path identifying and acquiring knowledge as you need it.

University links

More companies are now looking at graduate recruitment than in previous years, as business models change post-RDR. Read more »


Whether you are a trainee embarking on your first role in financial planning or the owner of a small advisory business making an investment in new personnel, Pathways will provide the framework to help guide you both on your journey.

Learn more about Pathways here »

Discover Fortunes

Discover Fortunes is designed to inspire students to consider a career in financial planning and give greater understanding to the range of opportunities that exist.

Learn more about Discover Fortunes here »

Future Professionals

Document links

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