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Find out how membership expands networks


Membership expands networks and creates new opportunities.

Our network of 26 PFS Regions opens doors and strengthens connections at a local level, while our specialist panels allow like-minded individuals and sector specialists to connect and exchange knowledge and ideas to further develop the profession.


PFS Regions

When joining the PFS, you also become a member of one of the localised regions, giving you access to dedicated career support and personal development opportunities close to home.

Each region is run by a dedicated group of member volunteers who are essential in maintaining the future growth and professional standing of the society.

Through your region you will typically find a programme of; CPD seminars, social and business networking events, guidance on exam techniques, volunteering opportunities and much more.

Specialist panels

Through our various specialist panels, we are working to further develop the profession. Our practitioner panel was established to encourage more personal finance professionals to embrace the use of beneficial planning tools and techniques and are thought leaders behind our PFS POWER initiative.

Our paraplanning panel play a key role in building a paraplanning community among PFS members and ensuring paraplanning interests are represented, helping to develop targeted paraplanning content in our wider CPD programme.

Digital Events

Through our Digital CPD Events programme, you can continue and accelerate your professional development at your own pace, and at a time that suits you.

We host a wide range of educational, topical and informative content delivered digitally to the profession. We're also facilitators of the PFS POWER initiative, created to share good practice around financial planning skills and techniques.

Browse through our large collection of upcoming and recorded digital events on our dedicated platform.

"You're out there to share ideas and best practices, and that can only be achieved if you're part of a community."


Find out how membership can enhance your credibility


Find out how membership can help propel your career forwards


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Events programme

Browse our in-person and digital events to find your next CPD and networking opportunity today.


Membership fees start from as little as £7 per month, and we estimate that with fair usage of our affinity benefits scheme, you could easily recoup the cost of your subscription, if not much more.