Corporate Financial Planning Faculty


Raising standards in the provision of advice to businesses.

How can I join?

If you are an existing Dip PFS,
APFS or FPFS member the
easiest way to join is online.
Alternatively please call PFS
Customer Service on
020 8530 0852.


As a member of the Corporate Financial Planning Faculty (which is part of the Personal Finance Society), you will gain access to a wide range of material and support services that will enhance your ability to provide high standards of advice to businesses and other corporate clients.

What are the objectives of this faculty?

Each faculty has three core objectives. To find out more about these click here

Areas of particular interest to this faculty are:

  • Group pension arrangements
  • Group life cover
  • Group PHI
  • Healthcare and keyman insurance for directors and partners
  • SIPPs
  • Corporate investment funds

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