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.

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PFS Events

Free Regional Conferences

One Day Technical Conferences

Gap-Fill Library

Third-party events

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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Obtain your Learning Statement

A CII Learning Statement sets out in simple terms the requirements necessary to complete your target qualification.
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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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