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PFS National Conference 2024

Registration is now open for our 2024 National Conference! Join us at Manchester Central on Tuesday 12 November

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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.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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Career confident

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.

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Essential guidance on current trends around the tax implications of divorce and death at our autumn series of PFS XCHANGE events.

Latest articles

CII and SJP host first virtual reality training session

As part of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Consumer Duty initiatives, the first vulnerability virtual reality (VR) session was hosted in late June. This innovative learning was facilitated by Technical Connection powered by St. James’s Place (SJP) Learning and Development. The face-to-face session is part of a series available to the whole profession, giving access to the immersive learning which is designed to help build empathy for advisers and others across the profession that would benefit from the insights.

PFS What's new bulletin - June II

UPDATE from 14 June 2024 to 27 June 2024

PFS What's new bulletin - June I

UPDATE from 31 May 2024 to 13 June 2024

Registration opens for 2024 PFS National Conference: ‘Planning for a hybrid world’

The Personal Finance Society’s (PFS) 2024 National Conference is now open for registration. Taking place November 12 in Manchester, the conference will explore the impacts of the digital world on the financial planning profession.

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.

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