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Membership

  • 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, the PFS enables you to plan your way to the top. And help you stay there.
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Meetings & seminars

  • Being a member of the Personal Finance Society, you have access to an extensive number of events.
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CII Qualifications and training

  • Whether you are new to the financial profession or have years of experience, you can increase your industry knowledge with our qualifications and courses.
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Chartered Financial Planner

  • The Chartered Financial Planner title is awarded after the completion of a suite of qualifications designed to signal to the public that financial advisers and financial planners are 'fit for purpose'.
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