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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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PFS XCHANGE

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


Latest articles

Top female talent open up conversations about 1 in 6 financial advisers being a woman

Only 16% of financial advisers in the UK are women. Yet data by the Personal Finance Society (PFS) suggests women excel in the financial planning profession. 23% of Chartered Financial Planners are female and so were five of the six individual PFS Award winners in 2023/24. In fact, women have won the most prestigious PFS Awards category – the Chartered Financial Planner of the Year – for three consecutive years.

PFS What's new bulletin - August II

UPDATE from 8 August to 22 August 2024

PFS What's new bulletin - August I

UPDATE from 26 July 2024 to 8 August 2024

Statement from the CII and PFS regarding online harassment

Whilst we encourage members to provide us with honest opinions and feedback, we feel it important to remind that all members of the Personal Finance Society and Chartered Insurance Institute have a responsibility to conduct themselves in ways that enhance the reputation of our professions.

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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