What we do

The Personal Finance Society:

Support the standing of our members

Membership of the Society gives you access to everything you need to plan and develop your career in financial services. Membership will

• Support your knowledge and self-development
• Create a career advantage through qualifications and designatory letters
• Develop a close association with the professional body.

Promote professionalism and set standards

With over 29,000 members, the Society promotes and sets the highest standards of professionalism in the profession. These standards include knowledge, skills and behaviours.

Represent the profession

The 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.