Personal Finance Society qualifications

Personal Finance Society (PFS)

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