Submitted 16th November 2005
The Personal Finance Society is a member of the CII Group and we provide our members with a wide range of benefits drawing on the strengths of both the previous organisations
The Personal Finance Society is the largest professional body for individual financial advisers in the UK market.The Personal Finance Society is a member of the CII Group and provides you with a wide range of benefits drawing on the strengths of both SoFA and the LIA.
The Personal Finance Society helps members become better qualified. We aim to do this by providing a comprehensive programme of events designed to help members acquire and maintain relevant knowledge and skills. There will be a CPD scheme based on knowledge and skill requirements to be fit for purpose. There is one set of designations which makes it much easier for us to get the message to consumers that membership of the new body is an essential part of selecting an adviser.
We offer a `Find an Adviser` facility on the new website which will be available to members who have achieved Diploma status. We shall be seeking new ways of expanding this service to the media, employers and other influence groups. The Personal Finance Society is keen to support members in their business and offers specific business skills courses, meetings and conferences and mini-conferences which take place across the UK and a magazine containing a wealth of up to date information on a broad range of issues including technical developments. To ensure that members receive the support that is relevant to them, there will be Faculties which are designed to cater for the needs of specialist groups of members, such as financial and corporate planners.
The Pfs Bye-Laws
Words in these Bye-laws have the same meaning as in the Memorandum and Articles of Association of The Personal Finance Society (the “Society”) and references herein to Members are to be construed as referring to members of the Society of whatever class.
The Personal Finance Society Board of Directors have agreed to facilitate a charitable arm within the newly formed Personal Finance Society and as such discussion is currently taking place regarding the operational details.
This online service provides you with the opportunity of finding an AFPC qualified member of the Personal Finance Society. Consumers can search our database to find a PFS adviser near you who will be able to give you professional advice.
Find An Adviser
This online service provides you with the opportunity of finding a member of the Personal Finance Society who is qualified to an advanced level in Financial Services and as a minimum holds the Advanced Financial Planning Certificate.
The Society works closely with Government, regulators and all those who influence policy on financial advice, with a view to establishing the professional reputation of members.
The PFS provides a comprehensive programme of events designed to help you acquire and maintain relevant knowledge and skills. Conferences, courses and seminars are held regularly and help you keep pace with the fast changing world of financial services.