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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.
Serving you better: Our website will be undergoing scheduled maintenance on Saturday 24 May 2025 between 08.00AM – 18:00PM BST, to improve our services and better support our member and learners.