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Important information - Upcoming maintenance: The CII will be undertaking work on our IT systems throughout the entire weekend of 12-14 October, as part of our strategy to better support our members and customers. The work will mean that during this time there will be no access to the CII/PFS/SMP websites and learners will be unable to take exams, access RevisionMate, or make purchases on these days. We have spoken to all those who have booked to sit an exam on these days to advise them of what action they need to take. We apologise for any inconvenience caused.

PFS National Conference 2024

Registration is now open for our 2024 National Conference! Join us at Manchester Central on Tuesday 12 November

Register now

PFS XCHANGE

Missed our autumn series of events focusing on Divorce, Death and Tax? Catch-up on the key content by registering for the digital version of the event

Explore the programme and register now

Rewired - Planning for a hybrid world

 

How can you meet the needs of both traditional clients and digital natives? How is technology going to change your firm in the future? What does this mean for the future of your firm?

These questions and much more will be explored across a packed programme of 20+ sessions in five theatres at the 2024 PFS National Conference. Join us on Tuesday 12 November at Manchester Central for your chance to also hear from these brilliant headliners:

  • Jason Bates – cofounder of Monzo and Starling banks
  • Guenther Steiner – former principal of the Haas F1 team and
  • Karun Chandhok – racing driver, TV presenter and commentator
  • Iona Bains – founder, Your Money Blog

PFS XCHANGE and Other Events

Our centrally-organised in-person events in 2024 have now finished. But catch-up on the key content with dedicated digital versions of the three series of events.

PFS Local

Browse in-person and digital PFS Local events, hosted and organised by PFS Regional Committees. 

PFS Digital

We host a wide range of educational, topical and informative content, delivered digitally to the profession. Browse through our large collection of upcoming and recorded digital events

Contact us

For questions regarding PFS events please get in touch with us at pfsevents@cii.co.uk

Personal Finance Awards 2024/25

We are looking forward to recognising the winners at a special ceremony on Thursday 17 October 2024

PFS POWER

Fine tune your financial planning skills with PFS POWER. Explore the digital library today to find your next CPD opportunity.