
🚪💼 The Revolving Door of Membership? 🏛️📉
So, the Personal Finance Society (PFS) asked planners like me to leave for not being advisers… only to invite us back in. 😏👋 Well, after 5 years without a credentialling body, it seems we’re back in the club (or are we?) – but not without a few cracks showing in their walls.
📉 Membership down by nearly 400 in 2023, events no longer filling the coffers, and operating losses creeping in. It’s all been a bit of a ride, hasn’t it? 🚶♂️💸
Curious how many others got this golden invite? And what does it mean for the future of financial planning?
Read my latest take on the PFS’s highs, lows, and the invite back to the ‘party’ 🎉🧐👇
#FinancialPlanning #PFS #MembershipMadness #SardonicTake #FinancialIndustry