Personal Finance Society

Personal Finance Society The Personal Finance Society is the UK’s leading professional body for the financial planning community.

24/08/2026

Take your expertise further with the Advanced Diploma in Financial Planning.

The Advanced Diploma enables advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.

You will gain clear differentiation from the main body of advisers, with completion leading to Chartered Financial Planner status (Holders need to have five years’ sector experience, not necessarily post-qualification).

Get in touch to find out more: https://bit.ly/4rh14PR

🚨 Is your business ready for what's next?Join us at The Business of Advice 2026 and discover how AI, technology and oper...
24/08/2026

🚨 Is your business ready for what's next?

Join us at The Business of Advice 2026 and discover how AI, technology and operational excellence can help you work smarter, improve efficiency and deliver even greater value to your clients.

⚠️ Places are limited and the event is now just weeks away.

🎟️ Secure your place today: https://ciigroupevents-the-business-of-advice-2026.eventsairsite.com/

Booking your R06 Financial Planning Practice exam in advance is easy and gives you the time to plan and prepare with con...
21/08/2026

Booking your R06 Financial Planning Practice exam in advance is easy and gives you the time to plan and prepare with confidence.

Book now via your MyPFS Dashboard: https://www.thepfs.org/login

21/08/2026

The countdown is on! ⏳

Behind the scenes, the team is bringing together the people, ideas and experiences that will make this year’s event one to remember.

Join us there. Book your Festival pass now!

➡️ https://www.pfsfestival2026.org/festival-insider/

21/08/2026

What advice would you give someone looking to grow as a financial planner?

On the latest PFS POWER podcast Adam Field and Rosa Nash discuss how they have grown in their financial planning careers, and share some tips for new and aspiring professionals.

Listen via the PFP here:https://pfp.thepfs.org/podcasts or wherever you get your podcasts
Or watch on YouTube here: https://youtu.be/7LX56eVJvdQ

🔥 Financial planners, your local PFS Autumn Roadshow is almost here.Join sectors experts and fellow professionals for a ...
20/08/2026

🔥 Financial planners, your local PFS Autumn Roadshow is almost here.

Join sectors experts and fellow professionals for a CPD-rich programme covering protection planning, accumulation strategies, investment risk, cashflow modelling and the future role of AI in advice.

With events taking place across 10 UK locations, there's still time to secure your place, but not for long.

📍 Book your place today: https://events.thepfs.org/

🚀 What does it take to perform under pressure when the stakes are at their highest?At the Festival of Financial Planning...
19/08/2026

🚀 What does it take to perform under pressure when the stakes are at their highest?

At the Festival of Financial Planning 2026, astronaut, military officer and test pilot Tim Peake will share lessons from some of the world's most demanding environments.

Discover how preparation, resilience, trust and teamwork can help you make confident decisions, navigate uncertainty and achieve success when it matters most.

Join us for this inspiring keynote and explore how the principles behind mission success can be applied to your professional and personal journey.

🎟️ Secure your place: https://www.pfsfestival2026.org/

💡 Professional development starts with knowing where you are today.The PFS Professional Map gives members a clearer pict...
18/08/2026

💡 Professional development starts with knowing where you are today.

The PFS Professional Map gives members a clearer picture of their current capabilities and helps identify the knowledge and skills needed to achieve future career goals.

Whether you're new to the profession or looking to take the next step, the Professional Map can help guide your development.

✅ Understand your strengths
✅ Identify development opportunities
✅ Build a personalised learning journey

Discover your Professional Map today: https://www.ciigroup.org/professional-map/

18/08/2026

Don't miss Sara Davies MBE closing keynote on day one at when she tackles 'The business of believing in yourself'.

Secure your Festival pass today at www.pfsfestival2026.org

📢 Advice firm owners, directors and leaders – this is your event.If you're looking for practical ideas to improve effici...
17/08/2026

📢 Advice firm owners, directors and leaders – this is your event.

If you're looking for practical ideas to improve efficiency, embrace AI, strengthen operations and support sustainable business growth, The Business of Advice 2026 is designed for you.

Join peers from across the profession for a day of insight, discussion and action-focused learning.

🎟️ Places are filling fast – secure yours today: https://ciigroupevents-the-business-of-advice-2026.eventsairsite.com/

Address

30 Old Broad Street
London
EC2N1HT

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+442085300852

Website

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