Personal Finance Society qualifications

First published 28 November 2017 • Updated 28 June 2019

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

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About the author
Nick Green
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.