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Important information about upcoming disruptions that may affect you. 
Our online shop and other websites will be unavailable from 7:00am to 5:00pm on Wednesday 26th June 2024, while we transition to an improved ‘Web Shop’ platform.
Please note, our contact centre will also be closed during this time. Thank you for your patience. 

Personal Finance Society

The heart of consumer confidence

We are the 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.

The Personal Finance Society (PFS) International Asia Pacific Membership is a professional membership dedicated for insurance professionals in the Asia Pacific region. All members are internationally recognised and respected by adhering to our Code of Ethics and committing to continuing professional development.

Membership Titles for the International Asia Pacific region

  • Quality Service Recognition Member
  • Professional Member
  • Elite Professional Member
  • Top Professional Executive

Member Benefits

  • Use of attained level of membership emblem;
  • Complimentary membership metal badge;
  • Complimentary 12-mth CII membership and its membership benefits;
  • Access to CII Hong Kong networking events

Join Us

Please contact Personal Finance Society at CII Hong Kong at +852 2115 3450, or email to

For more details, please visit Personal Finance Society Asia Pacific website