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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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XCHANGE Later Life Conundrums

Registration is now open for 2024 events! Explore PFS XCHANGE - our new multi-streamed events which offer a choice of content for a variety of job roles.

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Spotlight: ESG and Sustainable Investment Advice

Introducing our new course to enhance your knowledge of ESG and sustainable finance, and show how you can use it to assist clients and your own business.

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Consumer Duty Hub

Find resources covering the new Consumer Duty rules, created to help you navigate the duty and its implementation.

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Latest articles

Five minutes with...AMG Wealth Management

In our next 5 minutes with feature, we catch up with Gary Hans, Director at AMG Wealth Management Ltd.

PFS response to Mansion House Reforms contained in Autumn Statement

Dr Matthew Connell, Director of Policy and Public Affair for the PFS, issued the following statement with regards to the Mansion House Reforms announced during the Autumn Statement on Wednesday 22 November.

Five minutes with...North London Insurance Group

In our next 5 minutes with feature, we catch up with Rachel Karn, Group Operations Officer at North London Insurance Group (NLIG). 

Five minutes with...HJP Chartered Financial Planners

In our next 5 minutes with feature, we catch up with Gregor Watt, Managing Director, and Chartered Financial Planner at HJP Chartered Financial Planners. 

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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