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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.

Professionalism

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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Qualifications

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.