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.
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.
Access print-ready PDF digital versions of qualification and membership certificates in a new section of their ‘MyPFS’ dashboard, called ‘MyCertificates’.
Available to all members - Finance advice you can trust - introduces clients to the Personal Finance Society and the commitment you have made to our Code of Ethics and duties of membership.
Available exclusively to Chartered members - Financial Advice you can trust (CFP edition) - introduces clients to the Personal Finance Society, Chartered status and the commitment you have made to our Code of Ethics and duties of membership.