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.