Client facing resources
Use the resources below to showcase your credentials and highlight your professionalism, high standards and commitment to our Code of Ethics with prospective and current clients. They're a great way to demonstrate the benefit of working with a qualified member of the leading professional body for the financial planning sector.
Digital membership card
You can now share your credentials sustainably with digital membership cards. Digital cards can be saved, shared and downloaded from My PFS to a desktop or mobile device.
Qualified member logo
If you've obtained qualified status you're able to display your commitment to professional standards through a dedicated Qualified member logo. The logo can be used on all your promotional activity.
Access print-ready PDF digital versions of qualification and membership certificates in a new section of their ‘MyPFS’ dashboard, called ‘MyCertificates’.
Client facing videos
Download or share from our Vimeo channel, these short videos provide a simple explanation to your clients of the benefits of working with a qualified member of the PFS:
- Standard version (60 seconds)
- Subtitled version (60 seconds)
Financial Advice You Can Trust
This brochure introduces clients to the Personal Finance Society and the commitment you have made to our Code of Ethics and duties of membership.
Financial Advice You Can Trust (Chartered)
Exclusive to Chartered members, this brochure introduces clients to the Personal Finance Society, Chartered status and the commitment you have made to our Code of Ethics and duties of membership.