Personal Finance Society

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

How do you build a stronger, more efficient advice business in an increasingly complex market?Now is the time to secure ...
09/10/2026

How do you build a stronger, more efficient advice business in an increasingly complex market?

Now is the time to secure your place at Business of Advice Online, taking place on 13 October.

In just three hours, you'll hear from industry experts and business leaders sharing practical strategies to help you grow, strengthen and future-proof your advice business.

You'll gain insights on:

✅ Maximising business value and planning for future success
✅ Using behavioural insight to improve decision-making
✅ Building greater efficiency into every stage of your advice business
✅ Positioning your firm as the go-to expert in your market

Whether you're a sole trader, business owner or part of a growing firm, you'll leave with practical ideas and actionable insights that you can put into practice straight away.

📅 13 October
⏰ 10:00 BST

🎟️ Register now: https://event.on24.com/wcc/r/5462567/05296E34D621D76390171C6F3F6FF1D3

09/10/2026

Jonny catches up with PFS President Kate Gannon to share her top tips for making the most of the Festival of Financial Planning.

From exploring new ideas to embracing unexpected opportunities, discover why “letting your imagination run wild” is all part of the Festival experience.
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​Book your place today: https://bit.ly/4i87DCN

09/10/2026

Our digital or pocket-sized printed Key Facts Booklets summarise essential Certificate and Diploma-level content, focusing on high-level syllabus requirements in a clear and concise format. Ideal for revision on the go.

Keep learning, stay focused, and make every moment count.

Explore the range: https://bit.ly/4hMgo3X

Want to develop your skills, gain fresh perspectives and learn directly from fellow professionals?At the Festival of Fin...
08/10/2026

Want to develop your skills, gain fresh perspectives and learn directly from fellow professionals?

At the Festival of Financial Planning, you can visit the Talent Hub for speed mentoring and bite-sized learning, explore the human skills behind great financial planning at PFS POWER Live, and hear members share their experiences and ideas on the Member Voices stage.

Three Festival experiences. Even more opportunities to learn, connect and grow.

Explore the programme and secure your Festival pass: https://www.pfsfestival2026.org/

07/10/2026

Happy from PFS President, Kate Gannon, and Mole! 🐴

05/10/2026

What you learn today can change what’s possible tomorrow, giving you the knowledge and confidence to grow, adapt and move forward.

Download our 2027 qualifications brochure today.

Champion change and shape what’s next.

Where could your mortgage career take you next?The CII Level 4 Certificate in Advanced Mortgage Advice is a qualificatio...
29/09/2026

Where could your mortgage career take you next?

The CII Level 4 Certificate in Advanced Mortgage Advice is a qualification designed to develop mortgage expertise beyond the minimum qualification standard in order for advisers and those supporting them to be able to deal with more complex products and scenarios.

Find out more: https://bit.ly/4rh14PR

Ready to take your career in mortgage advice to the next level? R07 Advanced Mortgage Advice unit is designed for those...
29/09/2026

Ready to take your career in mortgage advice to the next level?

R07 Advanced Mortgage Advice unit is designed for those looking to develop their knowledge and understanding of key mortgage processes, specialist types of mortgage lending and how to test candidates’ ability to give appropriate mortgage advice based on clients’ needs and circumstances.
This unit is for anyone seeking to give mortgage advice to clients and those in financial planning support roles. It is also suitable for paraplanners, technical consultants, supporting roles and those seeking additional CII credits towards completion of the Diploma in Financial Planning.

Find out more and enrol today → https://www.cii.co.uk/learning/qualifications/unit-advanced-mortgage-advice-r07/

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

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