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Pathway to the Profession

Our mission is to invest, inspire, involve and inform to help create a route that anybody can find and follow.

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PFS National Conference 2025

This year's conference will be held at London's Excel on Thursday 13 November and will explore the theme of 'Mind the Gap'.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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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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Future Focus

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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Latest articles

Lionesses set to inspire PFS National Conference

England football superstars Beth Mead MBE and Lucy Bronze MBE have been announced to speak at the Personal Finance Society (PFS) National Conference next month. The flagship annual event will bring together financial planning professionals from across the UK to enjoy a carefully curated programme designed to close knowledge ‘gaps’ and deliver great outcomes for clients. 

Carla Brown elected PFS President for second year

Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most recent PFS Board meeting. Kate (Kathryn) Gannon was appointed Vice President of the PFS at the same meeting, which took place on 11 September. The appointments became effective following ratification by PFS members of their election as PFS Board Directors at the PFS AGM held in Birmingham on 25 September. The appointments are subject to the continued service of Carla and Kate as Directors of the PFS. 

 

PFS members say national school competition could excite new talent

Personal Finance Society (PFS) members believe a national school competition engaging students in real world financial planning challenges could be a beneficial addition to the organisation’s Pathway to the Profession initiative.

250 expressions of interest in PFS Pathway to the Profession initiative

The Personal Finance Society (PFS) has announced that 250 individuals have so far expressed interest in the PFS Pathway to the Profession initiative, that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.

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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