PFS adds ESG short course for advisers
- Monday, 25 September 2023
- Articles
The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.
Read more...PFS National Conference moves to Wales
- Thursday, 07 September 2023
- Articles
The Personal Finance Society (PFS), the 40,000-member professional body for Chartered Financial Planners, is to hold its 2023 National Conference at the new International Convention Centre near Newport, Wales.
Read more...PFS's Matt Connell: Regulatory risks
- Tuesday, 08 August 2023
- Articles
In this exclusive column, Matthew Connell, director of policy and public affairs for the Personal Finance Society, looks at why the Consumer Duty is not the 'be-all and end-all' for Financial Planners this year. This edited article first appeared in Financial Planning Today magazine (July-Aug issue).
Read more...PFS adds Consumer Duty ‘toolkit’ for members
- Friday, 28 July 2023
- Articles
The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).
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