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.
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.
Membership of the Personal Finance Society is open to anyone working in the financial planning profession, and starts from as little as £7 per month.
Access a wide range of online learning and CPD relevant content, regular news and event updates, obtain your free SPS as well as discounts through our affinity benefits scheme.
Manage all aspects of your membership, including; renewals, digital membership card, learning statements, SPS, and your CPD record.
Watch our video to understand the wide range of benefits you get from being a member and why membership is increasingly valuable.
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.
We'll help you find the right membership level to meet your needs
Join us