Previous event
PFS Qualification Pathways
Tuesday 10 November 2026, 11:00 am - 12:00 pm (UK time)
Webinar
Toby Mortimer, Lumin Wealth
CPD
Join Toby Mortimer for this webinar who will identify qualification pathways covering the exam syllabus and which exams are most useful; some of the PFS exams are required to give advice on specific topics, such as the below:
CF6 – mortgage advice
ER1 – equity release
CF8 – long-term care
J12 – individual securities dealing (usually used for individual government bond issues)
A lot of practitioners think that Fellowship is considerably further away from chartered than it is in reality. Some exams offer 20 credits each and the gap can be closed with just 60 further credits, I believe I can provide some useful insight into which exams are most appropriate to bridge the gap from Chartered status.
Venue
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
