Becoming an Associate Firm publicly aligns your firm with the Personal Finance Society, the largest professional body for the financial planning sector. Find out more and apply, or browse the list of firms who have already signed-up.
We work with employers to support staff in their professional development. Our corporate development managers work strategically with organisations to develop training and development programmes that are driven by business needs. Find out more about Corporate Chartered.
Corporate Chartered status is awarded to firms that have made a public commitment to aligned ethics and values, to providing knowledgeable advice backed up by qualifications and continued professional development, and to seeking good customer outcomes. Find a chartered financial planning firm near you.
Important Notice: Essential System Upgrades – 08 July, 4:00 PM to 6:00 PM
To support ongoing improvements, essential system upgrades will take place on the evening of 08 July between 4:00 PM and 6:00 PM.
During this maintenance window, several services will be temporarily unavailable, including password resets, new member registrations, personal detail updates, and new course enrolments on RevisionMate. Orders placed during this time may experience processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.
