Personal Finance Society (PFS) qualifications
0 mins read
by Nick Green
Last updated November 3, 2022
The Personal Finance Society (PFS) is a professional body dedicated to building trust in the financial planning profession.
| Abv. | Name | Description | Level |
|---|---|---|---|
| APFS | Associate, Personal Finance Society | To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development. | QCF4+ |
| Dip PFS | Personal Finance Society Diploma | To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level. | QCF4 |
| FPFS | Fellow, Personal Finance Society | To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development. | QCF4+ |
| CertPFS (DM) | Certificate Personal Finance Society | To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management. | QCF3 |
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Author
Nick Green
Nick Green is a financial journalist writing for Unbiased.co.uk, the site that has helped over 10 million people find financial, business and legal advice. Nick has been writing professionally on money and business topics for over 15 years, and has previously written for leading accountancy firms PKF and BDO.