Login
Sign up
Select country
0 Items in basket
My Basket0
Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers. The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

PFS National Conference 2024

The countdown is on! Checkout the programme and register today to join us in Manchester on Tuesday 12 November

View the programme and register now

Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

Find out more

PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

Find out more

Setting standards

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

Find qualfications relevant to you

PFS XCHANGE

Missed our autumn series of events focusing on Divorce, Death and Tax? Catch-up on the key content by registering for the digital version of the event.

Register Now

Membership

Membership is open to anyone working in the financial planning profession, and starts from as little as £7 per month.
Join us

Qualifications

We cater for all levels of knowledge and experience, from new entrants to seasoned professionals.
Study with us

My PFS

Manage your membership, including; renewals, membership card, learning statements and CPD.
Log in to My PFS

Latest articles

03 October 2024

Personal Injury Trusts

By Marcia Banner

03 October 2024

PFS What's new bulletin - October I

UPDATE from 20 September 2024 to 3 October 2024

01 October 2024

PFS Board appointments

The CII Group Board has today made four new appointments to the PFS Board to ensure it has access to the most accurate and timely information when taking decisions on behalf of members. Matthew Hill, Group Chief Executive, and three other members of the organisation’s Executive leadership team – Trevor Edwards, Mathew Mallett and Gill White – have been added with immediate effect. They replace four existing Institute appointed Directors – Neil Buckley, Sarah Howe, Catharine Seddon and Neil Watts.

30 September 2024

PFS What's new bulletin - September II

UPDATE from 6 September 2024 to 19 September 2024

View more articles

Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

View Member Benefits

Join us

What we do

Membership
Future professionals
Corporates
Public

The Personal Finance Society is part of the Chartered Insurance Institute group.

Find out more
Contact us

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Telephone service Mon to Fri: 9am – 5pm (GMT)

 

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

Copyright ©2023 The Chartered Insurance Institute. All rights reserved.

alt