Why membership matters

PFS membership accelerates professional development.

It puts you ahead of the game. Membership of the PFS gives you access to everything you need to plan and develop your career in financial services.

From entry level to advanced, or put another way, from first job to being the boss, the PFS enables you to plan your way to the top. And help you stay there.

Develop your knowledge…

At the outset, you need to develop your technical knowledge to gain access to the profession – it’s a condition of entry for giving any kind of advice. As a member, you can begin by mapping out a learning pathway to identify appropriate learning and qualifications as you progress.

…your capability…

But membership is so much more than technical knowledge and exams. It’s just as well, since no successful adviser could rely on exams alone.

Our profession, the regulator, and your clients all demand a level of professional competence and behaviour that goes beyond mere technical knowledge to encompass business skills and personal development.

…and your network

And the more you engage in the life of your Society, particularly through your local region, the more you will get out of your membership.

Regional centres organise regular events which enable members to meet, to create local communities or networks of financial services expertise with access to mentoring, support and guidance.