Personal Finance Society

With 40+ courses, Assess keeps your team ahead on IDD, SM&CR, Consumer Duty and more. Build knowledge, meet regulatory demands and stay on top of compliance. Simplify compliance training! Request a Content Guide: https://ow.ly/KUOi50UcBqt #ProfessionalGrowth #Workplace #FinancialAssess #TrainingMadeEasy #LMS #ProfessionalGrowth #CPD #TeamSuccess

This week on the Personal Finance Professional Podcast we're sharing thoughts and feedback from delegates at this year's PFS National Conference, recorded at the event. Listen here: https://ow.ly/41lC50UhvGO

Bookings for AF1, AF5, and AF7 on-screen written exams in 2025 are now open. Secure your exam date and set yourself up for success. Plan, prepare, and achieve with confidence! Book now via your MyPFS Dashboard: https://ow.ly/TeIQ50UfCT3 #Exams #PFS #PersonalFinance #Qualifications

Financial Assess offers 400+ engaging courses: Text, video, scenarios and more to cover everything from financial basics to specialist topics. Stay sharp, meet regulations and build expertise at every level. Lead the way today! Request your content guide today: https://ow.ly/xje750UcBk3 #ProfessionalGrowth #Workplace #FinancialAssess #TrainingMadeEasy #LMS #ProfessionalGrowth #CPD #TeamSuccess

🎉 National Conference 2024 Online – Register Now! Experience the very best of National Conference 2024 with six engaging webinars, each lasting three hours and grouped by key themes. Featuring headline speakers and breakout sessions, you can access the content live or on-demand to suit your schedule. 📅 Running from 28 November to 24 February, don’t miss out on this opportunity to access a high-quality programme. 👉 Secure your spot today: https://ow.ly/LAau50Uhq9J #NationalConference2024 #ProfessionalDevelopment #Webinars

📈 Elevate your career with the PFS Professional Map! 📈 Whether you're new to the profession or looking to advance, the Professional Map provides a comprehensive framework for identifying skills, competencies, and professional growth opportunities. Start exploring your path today: Discover the Professional Map here - https://ow.ly/mNA350UgOWT

JOURNALIST REQUEST Hi all, Arianne, PR Executive at the PFS here 🙂 . We have received a request from a journalist who is writing a piece for the FT Adviser on cost efficient and non-material adjustments that small and medium size businesses can make for staff and customers with disabilities and neurodiversity.  If you wish to contribute, please let me know via press@thepfs.org - Thank you!

Today we are delighted to reveal details of the first of 24 PFS roadshows we will deliver for members across the UK throughout 2025. Split into three seasons, we begin with our Spring Roadshows 2025, which will explore how you can help clients ‘Maximise retirement opportunities’. Come and explore the retirement landscape in depth, in the company of leading speakers including Martin Lines and Chris Budd. Check out the dates, venues and programmes for each Roadshow and book your free place now: https://ow.ly/tJGm50UgwbA

Bookings for R06 on-screen written exams in 2025 are now open. Secure your exam date and set yourself up for success. Plan, prepare, and achieve with confidence! Book now via your MyPFS Dashboard: https://ow.ly/cuho50UfMmg #Exams #PFS #PersonalFinance #Qualifications

Want to make a visible impact on the future of your profession and shape your PFS? The PFS Board are seeking applications for a new Member Director to join our existing Member Directors in holding the PFS Board to the task and guiding the personal finance profession towards higher levels of professionalism through advocacy, networking, good practice guides, publications, and a comprehensive program of professional development and events. To find out more and to apply visit: https://ow.ly/7nY850U8YLV