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Personal Finance Soc
The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
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Personal Finance Soc Feb 14
Our CEO Keith Richards comments on Getting clients' mid-life priorities right, via
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School of Management Feb 13
It was a pleasure to host this all day event, with students from and joining us throughout the day to try their hand at Discover Fotunes from !
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Steve Martin Feb 14
Great week with . Almost 200 delegates on . Hopefully we have helped a few more IFAs and financial planners simplify their meetings, be interested & curious and simply seek to help. Everything is easy after that.
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Steve Martin Feb 13
The beautiful people of Sheffield on the ⁦ session.
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Steve Clark Feb 13
Looking forward to a great day at in Sheffield
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Personal Finance Soc Feb 12
A great turn-out at today's local:live event in London. We hope everyone found it useful and informative. Tomorrow we're in Sheffield with and ⁩.
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SteveGazzard Feb 12
⁩ and ⁦⁩ flying at . Great feedback so far from paraplanners to trainee advisers to experienced financial planners.
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FP Training Academy Feb 12
Damien kicking off the event
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Personal Finance Soc Feb 11
We're excited to have Steve presenting at our local:live events this week.
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FTAdviser Feb 8
What advisers can learn from bankers about SM&CR
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Money Marketing Feb 7
.'s Keith Richards: Advising the Bank of Mum and Dad
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Personal Finance Soc Feb 7
The 's Personal Finance qualifications range in difficulty from Award to Advanced Diploma. Select the units that apply to you, your career goals and your aspirations.
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New Model Adviser Feb 7
A morning exclusive from us, this time with the , whose CEO Keith Richards tells IFA businesses of all shapes and sizes that they must unite:
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Abraham Okusanya Feb 6
Incredible turn out at the regional event in Doncaster. Just about to go up the stage.
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Sheff Life & Pension Feb 6
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Personal Finance Soc Feb 5
Join us and expert speakers, Damien Rylett and Steve Martin, for our local:live events. Don't miss out, book your place today:
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Personal Finance Soc Feb 4
A packed morning at our Greater Manchester regional conference today! Topics include the advantages and disadvantages of economic indicators, the science of retirement and the key requirements that PROD places on adviser businesses Find out more at:
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Personal Finance Soc Feb 1
Some great feedback from our Officers Conference
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U35FinancialPlanners Jan 31
Great day sharing and learning with our fellow regions
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Kate GannonIFA Jan 31
Happy to be at the officers conference to help review where we are going for the next twelve months
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