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Sustainable finance

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.

Learning and CPD

Guidance and research

Tools and resources

Accord Initiative

A free suite of compliance, education, CPD and Regulatory analysis services

Fund ecomarket

A Comprehensive database of retail sustainable, responsible, ethical and ESG investment fund information

Introducing Advisor Action

The network that enables Advisors to engage.

If you have any requests for guidance, suggestions for PFS CPD or guidance on sustainability issues, please let us know.