Empowering the insurance profession - the Chartered Insurance Institute offers a suite of corporate training tailored to meet the evolving needs of the profession and aligned with our internationally recognised Professional Map. Request a catalogue: ciigroup.wufoo.com/forms/zctfe0c0…

The PFS National Conference 2025 returns to ExCeL London on Thursday 13 November, exploring this year’s theme: Mind the Gap — the defining challenge of our time. Learn more and secure your free place today: pfsnationalconference.org

Booking your R06 Financial Planning Practice exam in advance is easy and gives you the time to plan and prepare with confidence. Book now via your MyPFS Dashboard: thepfs.org/login

In the latest PFP Podcast, CII Group Matthew Hill discusses the review of Corporate Chartered Status, and what it might mean for firms. Listen here: pfp.thepfs.org/podcasts or wherever you get your podcasts

Be focussed. It’s your moment to shine. Stay on target and book your multiple-choice exam today. Log into your MyPFS Dashboard to schedule your exam: thepfs.org/login

Looking to gain wider recognition for your knowledge and expertise? You may want to consider Chartered status. Chartered status is a mark of excellence, reserved for the most qualified in our sector, with proven experience. See if you're eligible here: thepfs.org/membership/upg…

Just 1️⃣ week left to register for The Business of Advice 2025! Join us on Wednesday 10 September at The Minster Building, London EC3 for a one-day conference designed for sole traders, directors and senior advisers in financial planning. 🔗 Book here: ciigroupevents.eventsair.com/the-business-o…

Hear why the PFS Pathway to the Profession initiative is important for building and sustaining a diverse financial planning profession, from CII Group CEO Matthew Hill. Listen to the PFP podcast here: pfp.thepfs.org/podcasts

Are you preparing for the Financial Planning Process AF5 exam? The AF5 Post Fact-Find Video Technical Guide is still available to order. It covers the main themes of the fact-find and the technical knowledge that could be covered in the exam. Order now: cii.co.uk/learning/quali…

We’ll be exploring four gaps impacting our profession’s ability to deliver the best possible outcomes for the consumer at the PFS National Conference 2025. Which one is having the biggest impact on your firm? Learn more and book your place today: pfsnationalconference.org

Attracting and retaining talent isn't just a priority for the personal finance profession, but also the insurance profession, listen to what Matthew Hill, CII Group Chief Executive thinks on the latest podcast. Listen here: pfp.thepfs.org/podcasts

⏳ Exactly one week to go until The Business of Advice 2025! Don’t miss this opportunity to spend a day building vital business knowledge, from refining your firm’s operations to enhancing your client focus. Secure your place today: ciigroupevents.eventsair.com/the-business-o…

⏳ Just one week to go until the first PFS Autumn Roadshow in Surrey! Join us on Thursday 11 September at the Guildford Manor Hotel for a day dedicated to wealth and cashflow planning. It’s the perfect opportunity to gain insightful CPD. Register here: thepfs.org/events/in-pers…

The CII Group is an international organisation, Matthew Hill, Group CEO, highlights the importance of building and nurturing these international relationships. Listen to the full conversation on The PFP Podcast: pfp.thepfs.org/podcasts

🌱 Every career deserves a moment to grow. FutureMe offers PFS members a full suite of career support — from e-learning and job market tools to interactive interview simulators. Move forward with confidence. 🔗 Explore via your MyPFS account: futureme.careercentre.me/members

From innovation to generations, this year’s PFS National Conference will be focused on closing four clearly defined gaps holding our profession back. Which one is having the biggest impact on your firm right now? Find out more and book your place today! pfsnationalconference.org

Ready for your remote invigilation exam? We’ve prepared some important top tips to make sure everything runs smoothly. 👉 Swipe to learn more. For more information, check out our Remote Invigilation Guides here: cii.co.uk/learning/quali…

Have you been keeping up with all the latest IHT changes? Learn more about the recent changes and the resulting 'great wealth transfer' in the latest PFP podcast featuring Carla Brown, Toyin Oyeneyin and Emma Geale. Listen here: pfp.thepfs.org/podcasts

The PFS Autumn Roadshows begin this Thursday, kicking off a series of in-person events dedicated to cashflow planning. Don’t miss your chance to join practical sessions near you, gain valuable CPD and connect with peers. Book your place today: thepfs.org/events/in-pers…

Today marks the launch of the CII’s Mental Health & Wellbeing Month. Over the next five weeks, we are bringing together experts, thought leaders, and wellbeing champions to highlight the importance of caring for ourselves and one another. Find more: event.on24.com/eventRegistrat…