PFS Communities bring together financial professionals to connect, collaborate, and enhance their expertise. Through PFS Local, the Paraplanning Community, Financial Planning Community, Practitioner Panel members can access tailored events, CPD opportunities, and networking at both local and national levels. These communities support professional growth, knowledge sharing, and the development of best practices within the financial planning profession.
PFS Local support members in their professional development by providing CPD opportunities, networking, and local events tailored to the needs of the financial planning community. Led by dedicated volunteer committees and strengthens connections across the profession while upholding the highest standards of excellence.
POWER supports financial planning professionals with high-quality, accessible CPD through expert-led webinars and resources. It aims to enhance technical knowledge, professional skills, and industry insights, helping members stay ahead in an evolving financial landscape.
The Paraplanning Panel is a role of paraplanners, providing specialist support, resources, and a platform for collaboration within the profession. It aims to enhance technical expertise, share best practices, and ensure paraplanners have a strong voice in financial planning.
Forces MoneyPlan provides free, confidential financial guidance to UK Armed Forces personnel, veterans, and their families, helping them make informed financial decisions. This initiative connects service members with qualified financial planners, supporting their financial wellbeing during and after military service.
My Personal Finance Skills equips young people with essential financial knowledge through free educational workshops delivered by qualified financial professionals. This initiative helps students develop key money management skills, preparing them for a confident financial future.
See what's coming up in our events schedule. You can choose from digital or in-person events
Important Notice: Essential System Upgrades – 13 September, 10:00 AM to 3:00 PM
To support ongoing improvements, essential system upgrades will take place on the 13 September between 10:00 AM to 3:00 PM.
PSI exams scheduled during this maintenance window will not be visible in your MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this period may also be subject to processing delays.
We apologise for any inconvenience caused and appreciate your patience while we carry out these important updates.