We help you pursue your dreams at every stage of your career. Membership supports your professional development, enhances your potential and gives you a home in our community of over 40,000 personal finance professionals. Its relevant and insightful benefits contribute to a rewarding career in personal finance. Together we are creating a united profession which builds public trust.
In this together
#PFSMembershipCounts for these reasons:
I am
Membership puts me at the centre of a professional community that shares good practice
As a member I adhere to a code of ethics that puts my clients’ interests first
My membership designations emphasise my professionalism and expertise
Membership helps me keep my knowledge up-to-date, with an eye on the future
Our members tell us
In our regular member satisfaction surveys, many members have told us why they believe #PFSMembershipCounts
The seminars the PFS provides are valuable to a small company such as ours, helping ensure we do not feel alone.
The PFS provides a great member magazine, with up-to-date technical articles and literature on advice and legislation.
The Society represents our collective interests effectively and proactively - by lobbying Parliament and responding to the Regulator's consultations.
My Society is a really important and valuable network. Advising can be a lonely business.
88% of members believe the Society promotes standards and professionalism
Together we are influencing the future direction of our profession
85% of members say membership provides value for money
Membership gives you a career advantage
86% of members say the Society creates opportunities to connect
Peer support - wherever you are in the country
90% of members feels the Society provides high quality, relevant CPD
Membership keeps you up-to-date
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Why
How is membership helping you?
We are delivering a comprehensive programme of digital CPD for members.
Digital CPD
The Next Normal
Here are nine ways we are helping you through the pandemic:
1/9
supported
Membership gives me frequent industry insights, keeping my finger on the pulse
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#PFSMembershipCounts
Being able to access PFS webinars and articles while working from home has helped me keep my career moving forward during lockdown.
Proud to be a member of the Personal Finance Society and to use my designatory letters.
Proud to be a member of the Society of Mortgage Professionals and to use my designatory letters
How
What
Your chance to share
and tag us on
2/9
pfspower.org is home to genuine insights by practitioners for practitioners. Click to explore.
Essential Skills Hub
3/9
We worked with the regulator to relax rules around MiFID and CPD.
MiFID and CPD
4/9
Our coronavirus hub pulls together updates in relation to event and exam changes. Discover it here.
Coronavirus Hub
5/9
We are working with government to seek an urgent solution to unsustainable PII and FSCS levy costs.
PII and FSCS Levy
6/9
We extended our free legal helpline to all members. Discover it here.
Free Legal Helpline
7/9
We relaunched the Society of Mortgage Professionals to support members in the mortgage sector. Click to explore.
Society of Mortgage Professionals
8/9
Launched a hardship fund for furloughed and financially-disadvantaged members. Click to explore.
Hardship Fund
connected
trusted
in demand
forward-thinking
Which member benefit will you try next?
What’s the main benefit you receive from membership?
What’s been the most helpful membership benefit during lockdown?
What do you appreciate most about your Society?
85%
9/9
Associate Firm was launched to help firms demonstrate alignment with professional standards. Click to explore.
Associate Firm
Now it’s your turn! Consider these questions and post to share your thoughts
Membership makes personal finance professionals better
#CIIMembershipCounts
88%
86%
90%
