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Professional Map

The new competency framework setting out the standards of professional excellence in insurance and personal finance.

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Registration for 2023 events is open now

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Latest articles

Five minutes with...Bespoke-Advice Limited

In our latest Five minutes with...feature, we catch up with Suzi Lane, Chartered Financial Planner at Bespoke-Advice Limited.

Statement to PFS members

From Don MacIntyre, Chief Executive of the PFS

Five minutes with...Miller Insurance

In our first five minutes with... feature we catch up with Verity Stroud, Head of Learning and Development at Miller Insurance.

New name, new achievement for Everlong Wealth

Everlong Wealth, formally Smith Cooper Independent Financial Solutions, is the latest firm to achieve Corporate Chartered status.

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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