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service message Important Notice: Essential system upgrades will be taking place over the weekend of 10-12 April. During this time orders being placed over the phone, and via our website may be subject to delays in processing. This includes purchasing a post results review of marking and examination resit.  We apologise for any inconvenience caused.

For the public

The Personal Finance Society (part of the Chartered Insurance Institute Group) are the leading UK professional body for financial planners and those in related roles. Both the Personal Finance Society and Chartered Insurance Industry are focused on engendering public confidence and trust in the personal finance profession by setting standards and increasing professionalism.