How to book

Book a course online

1. Use any of the search functions - Course Listings, Course Search, Course Diary, Career Programme - to find your desired course
2. Select your course
3. Check availability
4. Click the online booking link to add the course to your shopping basket.
5. Proceed to the checkout (login to your PFS online account if you haven't already done so).

Book a course offline

1. Select your course
2. Check availability with Customer Service
3. Four ways to book
   

   Phone: Customer Service on +44 (0)20 8989 8464.
   

   Fax: Customer Service on +44 (0)20 8530 3052.
   Post: Customer Service, PFS, 42 - 48 High Road, South Woodford, London E18 2JP.

   Please complete the booking form in BLOCK CAPITALS and post or fax to Customer Service. A separate form is required for each delegate.

   • Download a booking form
   • Download booking conditions
4. Three ways to pay
   Cheque:Your cheque, made payable to ‘The Chartered Insurance Institute’, should be sent together with your booking form. (The Personal Finance Society is part of the Chartered Insurance Institute group)
   Credit/debit card: If phoning through or faxing your booking, payment must be by credit/debit card.
   Company invoice: For information on company invoicing arrangements please contact Customer Service.

Note: Payment in full is required to secure a course place and must be received before the course commences.

5. Acknowledgement of booking
   If your booking can be accommodated, acknowledgement will be posted within 7 days. If course places are not available as requested, or we need to clarify any of the information on your form, you will be contacted within 5 working days. Wherever appropriate, information will be sent to you on alternative courses if your first choice of course is full.

Note: It is advisable not to book any flights and/or accommodation until your place on the course has been confirmed.

6. Confirmation of booking Approximately three weeks before the course is due to start you will be sent a set of joining instructions. It is important that you read these before the course as they include additional terms and conditions, they also provide a map and directions on how to get to the training centre.