The Personal Investment Management & Financial Advice Association (PIMFA)

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PIMFA’s SMF (Senior Managers Function) Regulatory Briefing Programme is a 12-month online leadership programme for time-strapped senior managers who need to cut through the regulatory noise and grasp, from a senior leader's perspective, how to better measure, manage, and monitor compliance and regulatory risks within their firm. …
Get Tickets £595.00 – £850.00
Date & Time: 28th Jan 2025 (10:00) - 11th Dec 2025 (11:00)
CPD: 12 Location: Virtual
Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a mature understanding of the CASS rules aren't immune to escalating CASS audit fees. …
£1,250.00 – £1,500.00
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15 Location: In Person
The PIMFA CASS Clients Academy is a unique learning experience for member firms who, not content to keep up with CASS requirements, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. …
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15 Location: cbre

The PIMFA Authentic Leadership Programme …
Get Tickets £3,750.00
Date & Time: 17th Sep 2025 (0:00) - 03rd Mar 2026 (23:59)
CPD: 12 Location: See description for details