Helping finance professionals to be part of the solution
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.
This member hub signposts relevant learning, resources and guidance to PFS members to build their confidence and competence in sustainable financial advice. It has been developed with the input of the PFS Sustainable Financial Advice Panel.
A free suite of compliance, education, CPD and Regulatory analysis services
A Comprehensive database of retail sustainable, responsible, ethical and ESG investment fund information
Guides for advisers and clients
The network that enables Advisors to engage.
Key findings and overview of what the market thinks
If you have any requests for guidance, suggestions for PFS CPD or guidance on sustainability issues, please let us know.
Important Notice: Essential System Upgrades – 19 September – 20 September.
To support ongoing improvements, essential system upgrades will take place on 19 September – 20 September.
PSI exams scheduled during this maintenance window will not be visible in your MyPFS dashboard until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.