Professional development

The Personal Finance Society provides a comprehensive programme of courses and CPD events designed to help you to acquire and maintain relevant knowledge and skills.

Conferences, courses and seminars are held regularly across the UK and help you keep pace with the fast changing world of financial services.

CII qualifications & training

  • Designed to enhance levels of professionalism and performance throughout the profession.
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Chartered Financial Planner

  • Chartered status is the pinnacle for the financial planning professional.
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Continuing Professional Development

  • This online CPD tool has been designed to provide you with the support you need to effectively plan your programme of development.
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