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Personal Finance Society
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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 launched a new Public Trust Index to show how the profession is performing

Learn more about our new initiative »

We have launched a new unit in pension transfers (AF7) as well as the Certificate in Pension Transfer Advice

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Introducing the new Qualified member logo. Display your commitment to professionalism

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

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Resources

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.