Personal Finance Society

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

[Personal Finance Society @pfsconf]

📚 Need quick, reliable technical answers?

The PFS eLibrary is designed to support you when you’re dealing with complex client scenarios or technical queries, helping you find trusted answers quickly and confidently.

Sign in via MyPFS to begin: https://t.co/BkhoHtTv0x

[Personal Finance Society @pfsconf]

Watch on YouTube: https://t.co/Xv8zV4iy2v
Listen on the PFP Podcast here: https://t.co/517X5UWGG8 or wherever you normally get your podcasts

[Personal Finance Society @pfsconf]

The changes that women experience as part of the menopause will impact how they think and feel, so understanding this can make advisers better equipped. Our panel of financial planners discuss this in the latest episode of Wealth and Women.

[Personal Finance Society @pfsconf]

Plan ahead and book your AF1, AF5 or AF7 exam early to give yourself the best opportunity to achieve exam success.

Book now via your MyPFS Dashboard: https://t.co/BkhoHtTv0x

[Personal Finance Society @pfsconf]

Perfecting your pensions knowledge for a career in life and pensions?

Pensions Administration (FA2) provides the essential knowledge and skills needed by those working in, or starting a career in, administrative & pensions roles and more.

Find out more: https://t.co/8aHG8DRIOc

[Personal Finance Society @pfsconf]

Shining a light on life and pensions, find out more with FA1.

Life Office Administration (FA1) develops your understanding of life and pensions issues, together with detailed guidance on the administration of these classes of business.

Find out more: https://t.co/9T9kAKULDu

[Personal Finance Society @pfsconf]

Purely Paraplanning 2026 Online – starts tomorrow!

There is still time to register and join paraplanners from across the profession on Wednesday 3 June, from 10:00–13:30, for a dynamic half-day online event designed to support your development.

Join now: https://t.co/Ex9ewDWZyM

[Personal Finance Society @pfsconf]

Find out about Financial Administration.

The Level 3 Award in Financial Administration is an introductory qualification providing essential knowledge of the financial services sector, the process of investment planning, and more.

Find out more: https://t.co/ypn0bf86sC

[Personal Finance Society @pfsconf]

Build the expertise required to guide clients confidently through life and retirement planning with CII qualifications.

Download our 2026 qualifications brochure today: https://t.co/FxdLt50nVm

Future Focus. Empowering you for what’s next.

[Personal Finance Society @pfsconf]

If you would be interested in being a mentor please visit: https://t.co/SAj9CxPiE3
to join your Local Institute visit: https://t.co/asy0hh2Noy
to become an education champion visit: https://t.co/9nMItYcoYf

[Personal Finance Society @pfsconf]

This Volunteers' Week we are taking a moment to recognise the hard work of our volunteers that support everything the PFS does.

Our member volunteers are the lifeblood of the PFS.

Thank You.

[Personal Finance Society @pfsconf]

Watch on YouTube: https://t.co/Xv8zV4iy2v
Listen on the PFP Podcast here: https://t.co/517X5UWGG8 or wherever you normally get your podcasts

[Personal Finance Society @pfsconf]

The impact of hormonal changes is the topic of discussion in this week's Wealth and Women podcast, where our panel talk about how these changes not only impact women in the workplace, but also their financial decision making.

[Personal Finance Society @pfsconf]

The personal finance profession is experiencing one of the most significant transitions in the history of UK financial advice.

Join PFS POWER for a 4-part series of webinars on The Great Business Transfer, starting next Friday 5 June, at 12pm.

https://t.co/sOZSRZSvES

[Personal Finance Society @pfsconf]

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://t.co/BkhoHtTv0x

[Personal Finance Society @pfsconf]

We’ve refreshed our Financially Inclusive Customer Outcomes companion guide to our code of ethics, to reflect the latest regulatory changes and updated CII guidance.

Take a look here: https://t.co/Q0qPJdYgY5

[Personal Finance Society @pfsconf]

Watch on YouTube: https://t.co/Xv8zV4iy2v
Listen on the PFP Podcast here: https://t.co/517X5UWGG8 or wherever you normally get your podcasts

[Personal Finance Society @pfsconf]

In this episode of Wealth and Women from the Personal Finance Society, we explore how the menopause can affect women professionally, emotionally and financially, and what can be done to make this stage of life more manageable.

[Personal Finance Society @pfsconf]

Understanding accounting systems and controls.

This half-day online workshop shows delegates how to implement controls within the accounting system to protect the organisation from theft and more.

📆 22 Sept 2026, 09:30 – 12:30 (UK time)

Learn more: https://t.co/cG9PPPJHx9

[Personal Finance Society @pfsconf]

Watch the latest episode on YouTube: https://t.co/MAVU355wep
Listen on the PFP Podcast here: https://t.co/ma9h6uS224 or wherever you normally get your podcasts.

[Personal Finance Society @pfsconf]

Will AI replace financial planners?

Our panel of female financial planners highlights the pitfalls of relying too heavily on AI and the importance of that human touch when it comes to financial advice in our latest episode of Wealth and Women.

Links below.