THE PIMFA CASS ACADEMY
THE PIMFA TRANSACTION REPORTING ACADEMY
PIMFA Events

Past Events › Learning

LearningWebinars
PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry, Frustration And Stress Out Of Their CASS Audit Session 2
Demands on CASS firms have never been greater. Research shows that firms continue to fall foul of time-consuming and expensive…
7th September 2023 11:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: SDR & Investment Labels: How can firms prepare for upcoming ESG regulation?
With the FCA imminently publishing their final policy paper on sustainable investment product labelling, we take a look at how…
26th September 2023 12:00FIND OUT MORE
LearningPIMFA EventsRoundtableRoundtable
PIMFA Roundtable: Wealth Management Industry – How to Achieve Long-Term Growth and Profitability? Simplify, Scale and Serve
The UK Wealth Management market has grown rapidly over the last few years. However, while the drivers for growth are…
28th September 2023 08:30FIND OUT MORE
LearningAcademy
The PIMFA CASS Academy 2023
Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a…
3rd October 2023 09:00FIND OUT MORE
LearningTraining Courses
Reinforcing Customer Centricity: How Your Firm Can By July 2023, Meet The Exacting Standards Customer Support And Consumer Understanding Under Consumer Duty
It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s…
2nd November 2023 00:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: Imposter or talented over-achiever? Nov 2023
Even though you’ve achieved some success in your career, do you sometimes feel like an imposter? The Imposter Syndrome is…
9th November 2023 13:00FIND OUT MORE
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