Personal Finance Society (PFS)
Education & Chartered Champion
As Education Champion, we attend local colleges and schools to introduce what financial planning is, and how we assist families just like theirs. We also promote financial planning as a fantastic career path.
As Chartered Champion, we actively promoted the Chartered qualification to other advisers and consumers. We also supported our fellow peers with how to become Chartered – from which exams to sit, revision techniques, and revision days.