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Membership benefits

Membership provides access to a host of resources and benefits which add value to your career. Take a closer look now.

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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.

Explore the many resources and benefits of membership which can help you achieve your career ambitions.


Credibility >

Membership designations

Our membership designations are internationally recognised. As a qualified member you can also display our qualified member logo.

Statement of Professional Standing

PFS members qualified to level 4 or above can obtain their mandatory Statement of Professional Standing (SPS) for free. Holding an SPS means an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake, and have completed appropriate CPD.


Chartered status is a symbol of commitment to professional standards and demonstrates that you are at the forefront of your profession.

Community >


Develop your career further or give back to the profession through Connect, our e-mentoring programme.


Our members are part of our bigger community. Find out about our 26 PFS Regions, and our various initiatives to help lead and influence the profession. 

In-person events

Meet up with other personal finance professionals and expand your network at our in-person CPD events.

Career >

CPD events

Continue your learning and enhance your knowledge by attending some of our many CPD events, in-person or through our digital programme.

Career development

Explore our Professional Map, the competency framework and career development tool that helps you identify training needs and prepare for appraisals. Or check out FutureMe for training that can help propel your career forwards.

Read, listen and browse

Read our member magazine, Personal Finance Professional, listen to our current podcast on PFS Radio and browse our latest good practice guides, technical papers and eLibrary to further your knowledge. 



Through PERKS, our affinity benefits scheme, you can access money-saving deals and discounts all designed to save our members money in both their personal and professional lives.

Legal helpline

Through our free legal telephone helpline you can get advice covering employment law, personal accident and inheritance law planning (excludes criminal law).

Support scheme

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

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Explore our membership levels

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

Explore our qualifications

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

Find an event

See what's coming up in our events schedule. You can choose from digital or in-person events.

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Find the right membership level for you

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