Chartered Planner is keynote at PFS Paraplanning event

Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.

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Chartered Planner joins new FCA Sustainability Group

A new industry-led working group set up by the FCA to focus on boosting advisers' sustainable finance capability has included a Chartered and Certified Financial Planner among its founding members.

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PFS launches new Consumer Duty competency tool

The Personal Finance Society (PFS), a professional body for Financial Planners, has launched a new competency diagnostic tool to help firms identify training opportunities relating to Consumer Duty knowledge gaps.

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PFS launches 'refreshed' 2024 events programme

The Personal Finance Society (PFS) has launched a 'refreshed' events programme for 2024, involving new, large-scale events alongside online and regional series and the organisation’s flagship National Conference.

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