Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
Sorry but there was an error adding this to your basket. Please try adding it again

Dedicated support for the professional development of those working in the mortgage market, across lending, administration, advice and broking, and associated support functions.


The Society of Mortgage Professionals provides a portfolio of services to help organisations nurture the development of staff within a culture of professional excellence.

Technical content

Membership provides access to a suite of technical content to help support your ongoing professional development.

Explore the resources available »


Certificate in Mortgage Advice is aimed at those intending to become mortgage advisers or to work in a support role. 

Find out more »

Code of Ethics

Our members commit to a Code of Ethics to ensure the highest professional and ethical standards in insurance and financial services worldwide. You're expected to meet these standards and maintain the reputation of the CII and its Societies by following this code.

New Qualification

QCF level 4 qualification is for mortgage advisers and related roles. The three unit qualification allows advisers to continue acquiring the knowledge and skills needed for a successful career in the sector and includes new unit (R07) Advanced mortgage advice.