For future professionals

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.
During this time, order processing, account updates, new membership/renewals and system emails will be paused until maintenance is complete. Please allow up to 48 hours from the time of your purchase for your request or transaction to fulfil and for email confirmation to be received. We apologise for any inconvenience.

The world of financial planning is a varied and exciting one with lots of room for progression – making it a very satisfying profession to be part of.

Step forward

A career in insurance or financial planning could see you helping people and businesses to cover risks from cyber to driverless cars; or recommending financial plans to sports stars and celebrities. Interested in a rewarding career? Visit Step Forward to find out more.

Qualifications

Chartered Insurance Institute qualifications cater for all levels of knowledge and experience, from new entrants through to seasoned professionals. Their flexible structure allows you to create an individual learning programme that suits your needs

Membership

This Student membership is typically held by candidates who are studying for their first qualification or who wish to enjoy the benefits of membership without committing to formal study.

The Personal Finance Society is part of the Chartered Insurance Institute group.

Find out more

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Telephone service Mon to Fri: 9am – 5pm (GMT)

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

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