Why join the PFS

Personal Finance Society membership makes all the difference

The Personal Finance Society is the leading professional body for financial advisers and those in related roles in the UK. With over 24,000 members, it promotes the highest standards of professionalism.

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 to stay there.

1. Supports your knowledge and self-development

From the Financial Solutions magazine and your own copy of the Knowledgepack book to regular emails covering technical and regulatory news and updates, you will receive all you need to keep you in the know. You will also have access to a complete package of professional intelligence available through an online resource centre.

2. Creates a career advantage through qualifications and designatory letters

From entry level through to professional level qualifications and Chartered status, you can give your career a competitive edge. Members receive generous discounts on exams, study support material and revision courses. Once qualified, members can use designatory letters helping you to demonstrate your professionalism to your clients on your business stationery.

3. Develop a close association with the professional body

The PFS plays an increasingly important role with the government, the regulator and the media. We give voice to our members to ensure their concerns are on the agenda of those who shape markets and influence opinion. As a member, you are able to underpin your credibility by following the Code of Ethics and Conduct, demonstrating your commitment to acting with integrity, honesty and professionalism. You will be able to network with your peers through regular meetings, seminars and conferences.