Our approach

The Personal Finance Society is part of the CII Group.  It therefore shares the CII mission to encourage confidence on the part of the public, through working with members to ensure that they have appropriate knowledge and standards of behaviour.  In other words, that they are ‘fit for purpose’.

It sets the standards for technical knowledge, customer service and ethical practice across the entire financial advice community. To achieve its aims, the Society provides its members with access to technical qualifications, learning materials, support services and practical benefits.

The Personal Finance Society is uniquely placed, as a lobbying and campaigning organisation to support consumer demands for reliable, professional advice. It also works with the regulator to represent its members' interests and help to shape the environment within which advice is given.