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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 XCHANGE

Experience technical masterclasses, balanced with skills development, career pathway workshops and interactive good practice development sessions at our XCHANGE events in 2024.

In person events

Our approach is evolving in 2024. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions. 


XCHANGE Events throughout 2024

We have now reached the final stage of our 2024 XCHANGE programme, having completed the last in-person Autumn XCHANGE event. As we conclude our face-to-face sessions, the event is now available as a digital experience, offering you the opportunity to catch up on all the valuable insights and content. Please see below for more details.

Throughout the year, XCHANGE has travelled to 13 towns and cities across the UK. Our earlier series included "Later Life Planning" in spring and "Real World Opportunities" in summer.

Autumn XCHANGE Divorce, Death and Tax - Online

Join us for the Divorce, Death and Tax digital event, available online from Wednesday 9 November 2024

 

Register here

Summer XCHANGE Real World Opportunities - Online

Join us for the Real World Opportunities digital event, available On Demand Now

 

Register here

Spring XCHANGE Later Life Planning Conundrums - Online

Join us for the Later Life Planning Conundrums digital event, available On Demand Now

 

 

Register here

Other events

Paraplanner Bitesize Sessions

Join us for our Paraplanner Bitesize Sessions available online, starting from Tuesday 3 September

Register here

PFS National Conference

Date: Tuesday 12 November

Location: Manchester Central, Manchester

Register here