19 Aug 2020

Developing relations with PFS committees

Many local institutes engage with their PFS members to deliver events that support their learning and development.

12 Sep 2018

Re-evaluation test for adviser market

The FCA’s Retail Investments team has collaborated with The Chartered Insurance Institute (CII) to create a re-evaluation test of the knowledge required to practise as a retail investment adviser.

20 Sep 2017

Personal Finance Society President chairs inaugural Financial Planning Practitioner Panel

As part of the Society’s focus on good practice sharing, incoming Personal Finance Society (PFS) president, Sharon Sutton, recently chaired the first meeting of a new Financial Planning Practitioner Panel.