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Spotlight Focus: SDRs and Anti-Greenwashing Rule

Get up to speed with the SDRs and the Anti-Greenwashing Rule with our new e-learning course.

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PROFICIENCY+ Consumer Duty competency diagnostic tool

Supporting your business to fulfill its Consumer Duty requirements.

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XCHANGE
Real World Opportunities

Registration is now open for our second XCHANGE event series! Explore Real World Opportunities with us this summer at our new multi-streamed events.

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Career confident

We provide access to Chartered Insurance Institute qualifications and learning-based content for your CPD needs, to help you stay up to date in your career.

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Latest articles

PFS What's new bulletin - May I

UPDATE from 19 April 2024 to 2 May 2024

PFS launches course on Sustainability Disclosure Requirements and Anti-Greenwashing

The Personal Finance Society (PFS) has launched a new course designed to help financial advisers adapt to social and regulatory expectations around sustainable investment.

PFS to sponsor NextGen Planners conference

The Personal Finance Society (PFS) has pledged to sponsor the 2024 NextGen Planners conference, an innovative celebration of the next generation of financial planning. The sponsorship marks the start of a closer working relationship between the two organisations, in an aligned effort to engage the next generation of financial planning talent, and support their career journeys.

PFS What's new bulletin - April I

UPDATE from 5 April 2024 to 18 April 2024

Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

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