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The CII will be undertaking work on our IT systems on 6-7 February in order to better support our members and learners. The work will mean that during this time there may be no access or limited access to the CII/PFS websites and learners will be unable to take remote exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

Initiatives

Current initiatives

Initiatives currently being undertaken or supported by the Personal Finance Society.

Sustainable Finance

The Personal Finance Society has established a new panel of advisers, policy professionals and sustainable finance experts to enhance advice standards and consumer outcomes around climate change and other sustainability challenges.

PFS Power

PFS Power aims is to raise awareness of financial planning skills and techniques and sharing good practice.

Forces MoneyPlan

A pro bono initiative offering free financial guidance to armed forces personnel and veterans.

My Personal Finance Skills

Delivering free financial awareness sessions to schools and colleges across the UK.

Practitioner Panel

Established encourage more personal finance professionals to embrace the use of beneficial planning tools and techniques

Paraplanning Panel

Assisting with the development and communication of skills, techniques, training and good practice.

Research Panel

Join our research panel to share your views on how our offerings can evolve to best meet your changing needs.