Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Personal Finance Society

Our members are committed to high professional standards through undertaking rigorous qualifications and CPD.

Financial planning symposiums

Incredibly powerful forces are driving change in the way professional financial advice is delivered.

Register now


We've now moved to our new head office at 21 Lombard Street. All contact numbers remain the same.

Our new office »

We have launched a consultation paper to seek the views of insurance and personal finance professionals on the current corporate Chartered proposition.

Participate in the consultation here »

We've launched a new Public Trust Index to show how the profession is performing

Learn more about our new initiative »

Members can post apprenticeship and internship positions for free on our Careers Portal

Find out more »


As a PFS member you have access to a wide range of online resources to help you improve your knowledge and stay up to date with the latest developments impacting your profession.

Here you will find a range of online CPD resources to help you achieve your annual CPD requirement.