The Personal Finance Society

Join the PFS and enjoy extra benefits to support your studies

If you are new to the financial services industry or are progressing your studies, belonging to the Personal Finance Society enables you to accelerate your career development. As a PFS member you can also join the Society of Mortgage Professionals and the Faculty of Life and Pensions for free helping you to gain competence, knowledge and understanding required to succeed.

CII statistics for 2005 examinations showed that on average PFS members were 17% more likely to pass their examinations than non-members.

As a PFS member you will enjoy:

Help in passing your exams

  • Loan copies of textbooks recommended for additional reading
  • In depth, regularly updated online fact files to complement your coursebooks
  • Online technical dictionaries to help you with unfamiliar terminology

Free access to examination-related learning and revision materials and an online resource centre

Help in developing your career

  • Industry recognised designatory letters – available exclusively to members upon qualification helping you to demonstrate your professionalism and make your CV stand out from the crowd
  • Regular updates to keep you up to date, relevant to your role in the industry

Online access to a career support centre to help you plan your career


Membership may cost less than you think

Discounts are available on learning materials, exams, seminars, study and revision days meaning membership is likely to pay for itself. And if you live in the UK and pay your membership from your earnings you can claim tax relief from HM Revenue and Customs.

There’s never been a better time to be a member

We now represent and promote the interests of key sectors with the launch of the Faculty of Life and Pensions and the Society of Mortgage Professionals (SMP). SMP is the professional body for those working in the mortgage industry and supports the drive to raise standards of practice and performance. The Faculty of Life and Pensions caters for this vibrant, fast-moving sector providing relevant information and guidance. You can join both faculties for free when you become a member of the PFS.

With the Professional Standards Board, the PFS is raising levels of professionalism in the industry. It represents its members’ needs with the government, regulator and the media and provides support to both large and small businesses.

Full range of PFS member services and benefits


Corporate Responsibility

Regulatory essentials

Training and learning

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