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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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  2. Membership

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 £7 per month.

Member benefits

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.

Member area

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

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

Standards

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

Support

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

Chartered

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

Community

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

 

 

Join the Personal Finance Society

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

Join us

The Personal Finance Society is part of the Chartered Insurance Institute group.

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Contact us

Personal Finance Society
3rd Floor, 20 Fenchurch Street
London
EC3M 3BY

Telephone service Mon to Fri: 9am – 5pm (BST)

 

Tel: +44 (0)20 8530 0852
Email: customer.serv@thepfs.org

Copyright ©2023 The Chartered Insurance Institute. All rights reserved.

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