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As a member of the Personal Finance Society you have access to a range of services that help you to shape your career in the way you want, at your own pace.

Learn about membership benefits


We run a wide range of digital events to help keep you informed and your skills up to date. Our events platform contains CPD-relevant online events to watch live and on-demand.


Membership supports your professional development, enhances your career potential and gives you a home in our community of over 40,000 personal finance professionals. Together we're creating a united profession which builds public trust.

Join us

Membership of the Personal Finance Society is open to anyone working in the financial planning profession, and starts from as little as £6 per month.

Member benefits

Access a wide range of online learning and CPD relevant content, regular news and event updates, as well as discounts through our affinity benefits scheme.

Member area

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


As a member, you are part of a professional body that is well-known and respected by employers, regulators and your professional peers.


If you have left the sector, are in special circumstances or retired, we can continue to support you.


Becoming a Chartered Financial Planner demonstrates your experience is matched with high levels of technical competence. It’s the aspiration of many professionals.


By connecting with our community of personal finance professionals, you can share knowledge and open doors to opportunity.

The value of membership - explained

Watch our video to understand the wide range of benefits you get from being a member and why membership is increasingly valuable.

Watch on Vimeo



Join the Personal Finance Society

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

Join us