29 Apr 2021
In response to an article on New Model Adviser/Citywire this week which carries the headline: CII Plot to deregister the PFS.
19 Aug 2020
Many local institutes engage with their PFS members to deliver events that support their learning and development.
12 Sep 2018
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
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.
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