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PFS

CII pilots new form of financial planning assessment

The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment

PFS appoints Interim CEO

Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO.  Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO

POWER

FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER

Wellbeing hub

Browse our on-demand resources below to find the one that could make a difference to you. Find out more.

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Connect e-mentoring

Connect is a digital mentoring platform which allows members to connect with one another based on specific skills and criteria. It also provides practical support to financial planning professionals at all levels of their career, with a focus on soft… Read More »Connect e-mentoring