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Membership takes you further, faster

Open to anyone working in or connected to personal finance. Fees start from just over £7 per month for Student level membership.


Statement of Professional Standing

Individuals qualified to Level 4 and above can obtain their mandatory Statement of Professional Standing (SPS) for free if they are a member of the Personal Finance Society.

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Fine tune your financial planning skills with PFS POWER.

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Membership makes personal finance professionals better by enhancing your credibility, giving you a home within a community of like-minded individuals and the resources to achieve your career aspirations.

Membership conveys professional recognition and helps build reputations

Membership accelerates career ambitions by developing skills and expertise faster

Membership expands networks and creates new opportunities

Why membership matters

Watch this video to hear current PFS members talk about membership and why it matters. Whatever you do, wherever your career takes you, membership can help you go further.

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Membership Benefits >

Explore the many resources and benefits of membership. See the full overview of membership benefits here.

Membership designations

Showcase your expertise by utilising our internationally recognised designations.


Our members are part of our bigger community. Find out about our 26 PFS Regions and how connecting with others can open doors to opportunity.

Statement of Professional Standing

PFS members qualified to level 4 or above can obtain their mandatory Statement of Professional Standing (SPS) for free. 

CPD events

Meet other personal finance professionals at our in-person CPD events, or continue your learning from wherever you wish with our industry leading digital CPD programme.

Connect e-mentoring

Develop your career further or give back through our e-mentoring programme.

Code of ethics

With members adhering to our code of ethics, we ensure the industry maintains high standards of integrity, probity and fair dealing.


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Explore our membership levels

Wondering what level of membership would suit you best? Explore our membership levels here.

Explore our qualifications

Find out how our world-class qualifications can help you propel your career.

Member area

Manage all aspects of your membership, including; renewals, digital membership card, learning statements, SPS, and your CPD record.

Join the Personal Finance Society

We'll help you find the right membership level to meet your needs

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