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Personal Finance Society Profile
Personal Finance Society

@pfsconf

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The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.

UK
Joined July 2010
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@pfsconf
Personal Finance Society
8 hours
This two half-day online introductory workshop will aim to develop a knowledge and understanding of the main policies in the long-term insurance industry and how they relate to client scenarios. 📅 Course date: 1 & 2 April 2025 View course details:
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@pfsconf
Personal Finance Society
1 day
This one full-day online workshop is designed to provide participants with a thorough understanding of the mortgage broking industry. This workshop equips you with the essential mortgage broking knowledge. 📅 16 April 2025 View course details:
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@pfsconf
Personal Finance Society
1 day
Exclusive Parking Discounts for Members! Make parking stress-free with exclusive savings on secure, convenient Q-Park locations across the UK. As a PFS member, enjoy discounted rates at premium car parks, helping you save on your journeys. Learn more:
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@pfsconf
Personal Finance Society
2 days
Did you know booking a multiple-choice question (MCQ) exam resit is quick and easy? Follow the steps below: ✅ Log in to MyPFS ✅ Go to 'Bookings and results' ✅ Select your unit & click ‘Purchase Resit’ ✅ Follow the on-screen instructions. Book now:
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@pfsconf
Personal Finance Society
2 days
This one-day in-person workshop will sharpen up your knowledge of personal tax and pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities. 📅 18 June 2025 View course details:
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@pfsconf
Personal Finance Society
2 days
Entries for the PFS Apprenticeship Awards 2025 are now open! Applications are open to apprentices and employers across the UK until 31 May 2025. Find out more here:
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@pfsconf
Personal Finance Society
2 days
Missed our Spring Roadshows? Join us online! If you couldn't attend in person, don't worry! We're bringing Maximising Retirement Opportunities to you with a special three-hour digital event on Thursday 6 March at 10:00. Don't miss out – register now! 👉
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@pfsconf
Personal Finance Society
5 days
The rise of Islamic bonds is reducing risk for Muslim individuals approaching retirement – but financial advice is still key: This comes as UK based pensions scheme now:pensions prepares to launch its Sharia compliant pension option.
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@pfsconf
Personal Finance Society
6 days
Join Rob Schwarz and Scott Millar tomorrow, Friday 7 February, at 12 noon for the fifth and final episode of their Financial Planning Business Start Up Series. Find out more and register here:
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@pfsconf
Personal Finance Society
7 days
There’s still time to join us on Wednesday 5 March in London, for an exclusive event with MDRT UK. This is your chance to expand your knowledge, discover new innovations, and gain growth strategies to elevate your career in 2025. Secure your place today:
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@pfsconf
Personal Finance Society
8 days
The CII and PFS websites will be unavailable from 18:00 (GMT) on Thursday 6 February. We will look to complete the work as swiftly as possible and will advise when our sites become available again.
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@pfsconf
Personal Finance Society
8 days
Exclusive PFS Member Perk – Save 10% on Breakdown Cover! Enjoy 10% off Start Rescue’s award-winning breakdown cover. Whether you’re at home or on the road, get peace of mind with rapid response and reliable service when you need it most. Find out more:
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@pfsconf
Personal Finance Society
9 days
Be awesome. It's your moment to shine. Scale new heights by booking your multiple-choice question exam. Log into your MyPFS Dashboard to schedule your exam today: #Exams #PFS #PersonalFinance #Qualifications
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@pfsconf
Personal Finance Society
9 days
The PFS Spring Roadshows are in full swing – and there's still time to join us! This year’s theme ‘Maximising Retirement Opportunities’ explores the evolving retirement landscape and how to help shape your clients’ financial futures. Secure your place:
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@pfsconf
Personal Finance Society
10 days
Shape your professional future with globally recognised qualifications. Let’s set the standard together. Download your brochure today:
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@pfsconf
Personal Finance Society
12 days
The CII and PFS websites will be unavailable will be unavailable from 07:00(GMT) today, Saturday 1 February, until 23:59(GMT) Sunday 2 February. We apologise for any inconvenience caused.
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@pfsconf
Personal Finance Society
12 days
Is now the time for financial advisers to remind clients about unemployment protection insurance? Yvonne Braun of the ABI praises advisers for a record number of new individual income protection policies put in place.
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@pfsconf
Personal Finance Society
12 days
The PFS Professional Map is your ultimate career companion, designed to guide members in their career growth and skill development. This invaluable tool helps identify key competencies, refine expertise, and stay ahead in the ever-evolving profession:
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@pfsconf
Personal Finance Society
13 days
Whatever your role in financial planning, mentoring is a powerful way to enhance your professional profile. Through the PFS Connect E-Mentoring Programme you can enrich your career while making a meaningful impact on the profession. Get involved today:
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@pfsconf
Personal Finance Society
13 days
Mentoring is a powerful way to enhance your professional profile, demonstrate leadership, build trust, and develop the next generation of talent. PFS Connect can enrich your career while making a meaningful impact on the profession. Get involved today:
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