As the leading professional body for financial planning professionals, our members are highly respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a network of like minded professionals.
Code of Ethics
By committing to our Code of Ethics, you help to build consumer trust and ensure that high standards of professionalism are maintained.
Continuing Professional Development (CPD)
Our qualified members commit to ongoing learning and development, helping to ensure that their knowledge remains up-to-date and relevant.
Knowledge and thought leadership
Your membership gives you access to a vast range of content and services to help you meet your development needs. This includes good practice guides, technical papers, online publications from the Personal Finance Society and other sector experts, webinars, events and much more.
Promote your expertise with pride using internationally recognised designations, including the new EFPA designations, upon completion of qualifications. See each membership level page for details of the designations available.
Qualified member logo
Members who have obtained qualified status are now able to display their commitment to professional standards through a dedicated Qualified member logo.
Connect is a digital mentoring platform for Personal Finance Society members. It’s your stepping stone for establishing and developing mentoring relationships, and gives you the flexibility to choose how you would like to work together.
Members enjoy significant discounts (typically over 20%) across a range of learning and development services including examinations, study materials and accreditation of prior learning. You can also claim tax relief from your membership.
Statement of Professional Standing (SPS)
A free SPS is included with your membership if you need one.
Regional support network
Regular events with a range of speakers offer great content for free, as well as the opportunity to build your professional network through our PFS regions and CII local institutes.
Client facing brochures
Promote your membership with clients and communicate the standard of professionalism and Code of Ethics that you adhere to.
Personal Finance Professional
Receive a complimentary copy of our magazine every quarter, covering everything from regulatory developments to market activity.
Take advantage of Perks, our affinity benefits scheme for UK-based members, and save money on your favourite online and high-street brands.