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Personal Finance Society
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What we do

The PFS Mission

We are the professional body for the financial advisory profession in the UK. We promote the highest standards of professionalism for technical knowledge, client service and ethical practice across the entire financial advice community for the ultimate benefit of the profession and consumer alike, engendering confidence and trust in our profession.

Our mission is to lead the financial advice community towards higher levels of professionalism. This is exhibited through ethical and behavioural standards, interpersonal and business skills and technical knowledge. We support you, our members, with achieving this goal through a wide programme of activities, including advocacy, guidance, publications and related tools, training and educational events.

The Personal Finance Society is part of the CII Group. We therefore share the CII mission to encourage confidence on the part of the public and promote higher standards of integrity, technical competence and business capability.

Our strategy:

  • Build the profession
  • Support our members
  • Excellence in operation

Membership of the Personal Finance Society gives you access to everything you need to plan and develop your career in financial services. Personal Finance Society membership carries automatic membership of the CII.

Personal Finance Society Membership will:

  • Support your knowledge and self-development
  • Create a career advantage through qualifications and designatory letters
  • Develop a close association with the professional body.

With over 36,000 members of which over 5000 are Chartered, The Personal Finance Society represents the highest standards of professionalism within the profession.

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.