The Personal Finance Society is an internationally recognised professional body for the financial planning profession. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.

We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.

With offices in London and Hong Kong, the Personal Finance Society has established global presence in the Asia Pacific region. The Hong Kong local institute provides Personal Finance Society International Asia Pacific Membership service to financial planning profession in the region supported by local membership services, networking events and continuing professional development trainings.