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


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

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Technical content

Your membership gives you access to a whole suite of technical content to help support your ongoing professional development.

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

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Code of Ethics

As a member of the Society of Mortgage Professionals you commit to the Code of Ethics to ensure the highest professional and ethical standards in insurance and financial services worldwide. As a member you are expected to meet these standards and maintain the reputation of the CII/PFS by following the Code of Ethics.

New Qualification

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