The PFS provides learning routes for
all its members to give them the confidence they need as they begin
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
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
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
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 is designed to inspire students to consider a
career in financial planning and give greater understanding to the
range of opportunities that exist.
more about Discover Fortunes here »