Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place from 08:00 on 19 September until the afternoon of 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MyPFS dashboard until the work has been completed. Product orders submitted during this period will be subject to processing delays. If you have an coursework/mixed assessment enrolment deadline on 19 September and require an additional resubmission attempt, please plan ahead accordingly.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
Paraplanning Panel
The Personal Finance Society’s paraplanning panel was established in 2015. Our dedicated panel of volunteers are passionately committed to enhancing skills, techniques, and training, driving forward the Personal Finance Society’s dynamic programme of continued professional development (CPD) for paraplanners.
These enthusiastic experts play a pivotal role in fostering a vibrant paraplanning community, ensuring the interests and voices of paraplanners are not just heard, but championed. We welcome all PFS paraplanners to engage with the panel and join the PFS community.
Are you passionate about paraplanning and keen to shape the future of the profession?
While applications to join the Personal Finance Society's Paraplanning Panel are now closed, we're always keen to hear from engaged and motivated paraplanners who would like to get involved in the future.
If you're interested in being considered for future opportunities, please register your interest and we'll be in touch when the next application window opens.
Getting Started in Paraplanning
Are you – or someone you know - thinking about a career in paraplanning? Our new guide Getting Started in Paraplanning explores the skills, knowledge and opportunities available within the profession, helping you understand the role and how to get started. Discover valuable insights, career pathways and tips to support your development in one of financial planning’s most rewarding and growing career areas.
PFS Paraplanner HQ
We encourage you to visit and join the Paraplanning HQ on LinkedIn. This community offers valuable resources, PFS paraplanning updates and events and discussions specifically for paraplanners.
Meet the PFS Paraplanning Panel
Meet your PFS paraplanners, who dedicate their time, to improving your member offering.
Please do engage with our paraplanning panel to learn more about what the PFS delivers for paraplanner members.
