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DTSTART;TZID=Europe/London:20240227T093000
DTEND;TZID=Europe/London:20240227T123000
DTSTAMP:20260423T232728
CREATED:20230928T095442Z
LAST-MODIFIED:20251113T161938Z
UID:296183-1709026200-1709037000@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: Product Governance: What Does Good Look Like Under Consumer Duty?
DESCRIPTION:The FCA’s Consumer Duty has added a further layer of complexity and risk to PIMFA member firms seeking to ensure that their products and services are centred around clients’ identified needs and benefits. Now\, firms have to meet the requirements laid out in PROD and MiFID II\, as well as an increasingly stringent supervisory approach to product governance under the Consumer Duty. \n‘Bring your colleague along for FREE to this session’ \nIn this live\, tutor-led online session\, compliance and regulatory expert Daiman Baker unpacks how PIMFA member firms can “act to improve product governance and deliver good outcomes for retail customers” by: \n• Identifying and remediating shortfalls in their approach to product governance in the context of the Consumer Duty \n• Establishing a robust ongoing monitoring and periodic product review \n• Embedding product governance controls across the entire business \n• Improving their approach to product risk identification and testing \nBy the end of the session\, you will be able to: \n• Provide added confidence to the business that your firm has in place effective risk assessment and mitigation strategies in the product lifecycle [that complies with the enhanced product governance rules] \n• Demonstrate to the FCA that your firm has a robust approach product approval process. \n• Assure the Consumer Duty champion and Senior Managers that your firm continues to deliver fair value and outcomes for clients – including those with characteristics of vulnerability. \n• Benchmark against your peers how effective your firm is in identifying consumer harms. \nApproach to learning \nThrough real-world case studies and interactive activities\, learners will enhance their ability to maintain robust product governance frameworks that prioritise client interests and compliance. \nWho should attend \n• Senior managers and Consumer Duty champions who want to ensure that their firm is considering the needs of their clients at every stage of the product or service lifecycle \n• Internal Audit focused on assuring senior managers\, the Consumer Duty champion and board members that the firm is meeting its product governance obligations \n• Compliance and Risk Officers who seek to manage better the risks associated with product governance \n• Product Managers who want to improve existing product governance processes \n• Participants in a Product Governance Committee (Investment Professionals\, Distribution\, Marketing\, Operations\, Finance\, Legal or Tax) \nBring a colleague along for free! \nPlease use Coupon  below at checkout for 50% OFF two tickets \nBOGOF-PRODGOV2024
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-product-governance-what-does-good-look-like-under-consumer-duty/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/ken-cheung-KonWFWUaAuk-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240206
DTEND;VALUE=DATE:20240207
DTSTAMP:20260423T232728
CREATED:20231025T083851Z
LAST-MODIFIED:20251113T154440Z
UID:297812-1707177600-1707263999@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance Feb 2024
DESCRIPTION:Register your interest now\n  \nAccording to the Financial Conduct Authority\, ‘senior jobs are still mostly for the boys’. And\, whilst more regulated financial services firms are treating gender diversity as a business priority\, the evidence on a sector level would suggest women still remain under-represented at senior management and leadership levels. \nAs a leadership development program for women in finance and wealth\, we directly address the challenges women executives often face\, helping them to develop the confidence\, connections and actions needed to achieve their potential. \nThis unique coaching programme delivered virtually by executive coach\, Caroline Holt\, is endorsed by The Institute of Leadership & Management and CPD accredited by CISI. \nThe PIMFA Authentic Leadership programme is a six-month programme divided into six training modules\, with a new module released every four weeks. \nIt is also an arena for sharing experiences\, practising the tools – as well as a place to get inspiration\, support and the motivation to help you achieve your goals. \n  \n  \nCoaching Call 1: Tuesday 6th February from 11.00 to 13.00 \nCoaching Call 2: Tuesday 5th March from 11.00 to 13.00 \nCoaching Call 3: Tuesday 16th April from 11.00 to 13.00 \nCoaching Call 4: Tuesday 14th May from 11.00 to 13.00 \nCoaching Call 5: Wednesday 12th June from 11.00 to 13.00 \nCoaching call 6: Wednesday 10th July from 11.00 to 13.00 \n  \n 
URL:https://www.pimfa.co.uk/event/authentic-leadership-how-to-thrive-as-a-female-leader-in-wealth-and-finance-2024/
LOCATION:See description for details
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/08/pexels-pixabay-461593-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231102
DTEND;VALUE=DATE:20231103
DTSTAMP:20260423T232728
CREATED:20230502T091415Z
LAST-MODIFIED:20251119T163809Z
UID:277353-1698883200-1698969599@www.pimfa.co.uk
SUMMARY:Reinforcing Customer Centricity: How Your Firm Can By July 2023\, Meet The Exacting Standards Customer Support And Consumer Understanding Under Consumer Duty
DESCRIPTION:It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s investment preferences will stand up to regulatory scrutiny through the lens of Consumer Duty.\nIn a matter of months\, the FCA requires you to be able to evidence that your firm is putting themselves ‘in the shoes of your customers’\, acting in good faith\, avoiding causing foreseeable harm and enabling customers to achieve their financial objectives. \nConsumer Duty requires role relevant training\, rather than a tick box approach to learning. To that end\, this one day in house training course\, personalised to your specific needs\, takes your advisors through step by step through a framework they can adopt to improve their approach to client suitability\, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding. \nBut even a proven framework won’t help your firm meet the regulators standards\, if the new skills don’t stick. That’s why we give your advisors the confidence\, tools and support they need to talk with their clients about their values\, motivations and ambitions\, moving beyond the current approach to suitability. \nWhat We Cover\nIn this live\, bespoke interactive\, tutor led one day training course\, we take you through how you can: \n\nUpdate your current approach to suitability to align with the new Consumer Duty before the 31st July to help to meet two of the outcomes of the regulations – customer support and consumer understanding\nDeploy ‘ready to use’ approaches your advisors and wealth managers can immediately use to evidence a clearer and higher standard of care to the regulator\, while meeting client needs and expectations.\nAchieve genuine competitive advantage in client experience giving you the tools and support you need to build the capabilities of your client facing teams.\nLeverage Consumer Duty as a catalyst for commercial growth based on growing a values-based purpose driven wealth management business.\nEnhance your firms Reputation as a market leader\, allowing you to become the best in class for client centric approaches to Consumer Duty.\nUpskill your workforce to Retain the best talent in the field allowing them to form greater bonds with clients.\n\nPost Course Coaching\nA highlight of this training course is the inclusion of follow up coaching to support the implementation of the key learnings of this training course within your firm. Alongside your coach\, you will discuss your action plan for executing your newly learnt approaches\, putting in organisation wide measures to help overcome expected or unexpected execution obstacles and creating a long term strategy that will keep you ahead of any further regulatory changes. \nWho should attend?\nThis course is designed for firms to put in place the essential ingredients support commercial growth and to meeting two of the Consumer Duty outcomes on customer support and consumer understanding and their client facing professional advisors who will lead in delivering a customer centric service. This training is invaluable to: \n\nHeads of Sales who\, looking to build and maintain a strong sales pipeline\, want their team to develop a deeper level of engagement\, based on their values with both prospects and existing clients.\nTraining & Competency Supervisors who want to deliver role relevant consumer duty training for their financial advisors\, wealth managers or financial planners.\nCompliance Heads and Senior Management who need to grasp the key role advisors play in achieving Consumer Duty compliance.\n\nTrainers\nJohn Pepin\, CEO\, Philanthropy Impact \nJohn is Chief Executive of Philanthropy Impact. Its purpose is to increase the flow of capital for good by enabling to HNW and UHNW private clients and their families to match their purpose driven wealth strategies with their values capturing their ESG/impact investment and philanthropic preferences.  It achieves this by working with professional private client advisors (wealth management\, private banking\, independent financial advice\, tax and legal sectors) to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients.  The network also includes individual philanthropists and social investors\, trusts and foundations\, charities and social enterprises.  The organisation acts as a knowledge hub and centre of excellence realising its vision by means of thought leadership and sharing intelligence\, events\, CPD Certified and CISI Endorsed training\, bespoke networking opportunities\, government liaison\, publications including a magazine\, and resources for advisors and other stakeholders. \nExperienced senior level practioners from the wealth management industry will support John deliver this training course. \nRegister Your Interest\nSimply fill in the form below and click Submit to register your interest in this course. \nPlease select a valid form
URL:https://www.pimfa.co.uk/event/reinforcing-customer-centricity-how-your-firm-can-by-july-2023-meet-the-exacting-standards-customer-support-and-consumer-understanding-consumer-duty/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_hotairballoon_colour.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230608T133000
DTEND;TZID=Europe/London:20230608T153000
DTSTAMP:20260423T232728
CREATED:20230331T083615Z
LAST-MODIFIED:20251113T162052Z
UID:273748-1686231000-1686238200@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: T&C under Consumer Duty: What You Need to Know Session 2
DESCRIPTION:To ensure your people are prepared to meet the ‘biggest regulatory overhaul in a decade’ PIMFA member firms would be advised to dust off and stress test their approach to Training and Competency (T&C) before the new Consumer Duty comes into force in July 2023. \nWhy is T&C so critical under the new Consumer Duty? \nTaking centre stage of your approach to Consumer Duty is your firm’s ability to practice and demonstrate to the FCA that all your people are aligned and focused on delivering and evidencing good customer outcomes against new and more stringent regulatory expectations. Your firm’s approach to T&C plays a critical role in showing\, not just telling the regulator that your advisor population is acting in good faith\, proactively avoiding foreseeable harm\, and supporting customers to pursue their financial objectives. \nIn this live\, interactive\, and practical training session\, delivered by a senior T&C practitioner we take HR\, L&D\, Operations\, Compliance\, and T&C professionals’ who are looking to: \n\nGet to grips with what good T&C looks like under the new Consumer Duty\nAdapt their approach to T&C against the expectations of the new Consumer Duty\nIdentify and close any T&C gaps or blind spots that might hamper their firm from achieving the outcomes that the FCA will be looking for under the new Consumer Duty\nAssure the board and senior executives that your firm’s approach to T&C meets the cross-cutting rules and the four outcomes before the July 2023 deadline\nFor additional guidance on how to conduct supervised T&C assessments under the new Consumer Duty\n\nBy the end of the session\, you’ll be able to: \n\nUpdate and reposition your approach to T&C appropriate to the new Consumer Duty\nAnalyse the changes that are needed to support a consumer outcome approach rather than one that is compliance driven\nConfidently answer challenges on how your T&C framework supports clients pursue their financial objectives\nDemonstrate to stakeholders including the board\, internal audit\, and the regulator how your approach to people competence and capability management achieves ‘good customer outcomes’.\n\n 
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-tc-under-consumer-duty-what-you-need-to-know-2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-victor-freitas-847485-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230530T093000
DTEND;TZID=Europe/London:20230530T113000
DTSTAMP:20260423T232728
CREATED:20230328T180244Z
LAST-MODIFIED:20251120T135751Z
UID:268128-1685439000-1685446200@www.pimfa.co.uk
SUMMARY:PIMFA Learning: PwC Consumer Duty Series- Session 3: MI\, reporting and governance
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\nThis workshop will focus on: \n\nHow firms can develop Consumer Duty MI\, reporting and governance that covers the appropriate products\, services\, touchpoints and customer types for their unique activities.\nHow the Board can demonstrate that making good outcomes for consumers is central to their firm’s culture\, strategy and business objectives.\n\nBy the end of this workshop\, you will: \n\nGet clarity on the different data to be collected across each of the key Consumer Duty outcomes\nIdentify and bridge gaps in your MI\nDevelop actionable and understandable MI\, that meets regulator expectations\nConsumer Duty obligations will require different data to be collected across each of the key Consumer Duty outcomes\nLearn\, from our own research\, how firms intend to use MI to evidence good consumer outcomes\nKnow how to join the data dots up between different areas of your business to form a coherent Board report\n\nFormat and approach \nThis two-hour online session is an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession3-2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/10/freezydreamin-SV3V-D1G2q4-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230525T133000
DTEND;TZID=Europe/London:20230525T153000
DTSTAMP:20260423T232728
CREATED:20230307T093018Z
LAST-MODIFIED:20251120T133122Z
UID:268082-1685021400-1685028600@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: T&C under Consumer Duty: What You Need to Know
DESCRIPTION:To ensure your people are prepared to meet the ‘biggest regulatory overhaul in a decade’ PIMFA member firms would be advised to dust off and stress test their approach to Training and Competency (T&C) before the new Consumer Duty comes into force in July 2023. \nWhy is T&C so critical under the new Consumer Duty? \nTaking centre stage of your approach to Consumer Duty is your firm’s ability to practice and demonstrate to the FCA that all your people are aligned and focused on delivering and evidencing good customer outcomes against new and more stringent regulatory expectations. Your firm’s approach to T&C plays a critical role in showing\, not just telling the regulator that your advisor population is acting in good faith\, proactively avoiding foreseeable harm\, and supporting customers to pursue their financial objectives. \nIn this live\, interactive\, and practical training session\, delivered by a senior T&C practitioner we take HR\, L&D\, Operations\, Compliance\, and T&C professionals’ who are looking to: \n\nGet to grips with what good T&C looks like under the new Consumer Duty\nAdapt their approach to T&C against the expectations of the new Consumer Duty\nIdentify and close any T&C gaps or blind spots that might hamper their firm from achieving the outcomes that the FCA will be looking for under the new Consumer Duty\nAssure the board and senior executives that your firm’s approach to T&C meets the cross-cutting rules and the four outcomes before the July 2023 deadline\nFor additional guidance on how to conduct supervised T&C assessments under the new Consumer Duty\n\nBy the end of the session\, you’ll be able to: \n\nUpdate and reposition your approach to T&C appropriate to the new Consumer Duty\nAnalyse the changes that are needed to support a consumer outcome approach rather than one that is compliance driven\nConfidently answer challenges on how your T&C framework supports clients pursue their financial objectives\nDemonstrate to stakeholders including the board\, internal audit\, and the regulator how your approach to people competence and capability management achieves ‘good customer outcomes’.\n\n 
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-tc-under-consumer-duty-what-you-need-to-know/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-victor-freitas-847485-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230523T093000
DTEND;TZID=Europe/London:20230523T113000
DTSTAMP:20260423T232728
CREATED:20230328T174756Z
LAST-MODIFIED:20251113T154818Z
UID:273411-1684834200-1684841400@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 2: Engaging with Third Parties
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession Two: Engaging with Third Parties \nPIMFA member firms are relying significantly on their third parties to transmit quality information\, particularly relating to the consumer support outcome.  Firms need to give detailed thought to the type\, timing and volume of information they need from their third-party service providers to test consumer outcomes. \nFurthermore\, manufacturers and distributors are required to share information required by each for monitoring outcomes. While augmentation of existing templates may be helpful\, these are unlikely to meet all firms’ requirements. \nThis session (that you can attend in person or online) will focus on: \n\n\n\nEngagement strategies with third-party suppliers to access information to monitor customer outcomes.\nThe additional information you may need to share between manufacturers and distributors\, and what is the most efficient way to achieve this.\n\n\n\nBy the end of this session\, you will be able to: \n\n\n\nKnow what’s an appropriate level of detail you will require from product providers.\nRecognise the pitfalls of relying on PROD and COLL for meeting the Consumer Duty Products and Services and Fair Value outcomes.\nLearn how large and small firms are effectively and efficiently gaining the information they need from their third-party suppliers.\nAddress information flow challenges\, exploring with peers how to optimise information flow between manufacturers and distributors.\n\n\n\nFormat and approach \nYou can choose to attend this two-hour session in person at the PwC London office or online. However you choose to participate\, this session is run as an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/10/Sea-wave.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230503T093000
DTEND;TZID=Europe/London:20230503T113000
DTSTAMP:20260423T232728
CREATED:20230328T175741Z
LAST-MODIFIED:20251120T133517Z
UID:268119-1683106200-1683113400@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 1: Practical Strategies & Approaches For Testing Consumer Outcomes
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession one: Practical Strategies & Approaches For Testing Consumer Outcomes  \nThe Duty requires firms to help customers achieve good outcomes\, and to report on this annually. Consequently\, firms must be able to measure if they are achieving good outcomes for their customers. \nIn part one of this three-part session series\, The Consumer Duty team at PwC will support you: \n\n\n\nAssess design considerations for testing each of the four outcomes;\nDecide what data will be required for monitoring and testing outcomes;\nDirect what actions may be required to remediate poor outcomes.\n\n\n\nBy the end of this session\, you will be able to: \n\n\n\nEnsure that your definition of what a good outcome against the expectations set out in the Consumer Duty stands up to regulatory scrutiny.\nEvidence that your firm can achieve good outcomes across each client touchpoint and to the standards set out in the cross-cutting rules.\nDevelop a proven approach to review and improve your existing outcome testing arrangements.\nCompare your firm’s approach to outcomes testing with your peers.\nGrasp how your firm can use outcome testing to reveal causality and highlight areas for improvement.\nLearn how to overcome the challenges of demonstrating compliance with the ‘consumer understanding’ outcome.\nInterpret the data you’ve gathered and recorded from your tests to evaluate performance and to inform recommendations.\n\n\n\nFormat and approach \nThis two-hour online session is an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession1/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/10/Sea-wave.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230427T093000
DTEND;TZID=Europe/London:20230427T123000
DTSTAMP:20260423T232728
CREATED:20230216T115733Z
LAST-MODIFIED:20251120T132313Z
UID:266117-1682587800-1682598600@www.pimfa.co.uk
SUMMARY:PIMFA Online Training Course: Meeting Your Clients ESG Needs under Consumer Duty – Principles and Practices Your Advisor Population Need To Know And Adopt
DESCRIPTION:It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approach to assessing a client’s ESG preferences will stand up to regulatory scrutiny through the lens of Consumer Duty. \nIn less than seven months\, the FCA requires you to be able to evidence that your firm is putting themselves ‘in the shoes of your customers’\, acting in good faith\, avoiding causing foreseeable harm and enabling customers to achieve their financial objectives. \nSo how can your firm meet these exacting expectations by 31st July? \nThis CPD Accredited and CISI Endorsed course takes you step by step through a framework your firm can adopt to improve your approach to client suitability\, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding. \nIn addition\, a follow-on coaching session with your trainers\, at no extra cost\, ensures your advisor population not only meets their regulatory obligations\, but have a playbook to develop a deeper\, closer relationship with their clients. \nIn this live\, interactive\, tutor lead online training course\, we take you through how you can: \n\n\n\nUpdate your current approach to suitability to align with the new Consumer Duty before the 31st July.\nCascade to your advisor population a proven\, best practice approach to improve how they assess their ESG client preferences.\nDeploy ‘ready to use’ approaches your advisors and wealth managers can immediately use to evidence a clearer and higher standard of care to the regulator\, while meeting client needs and expectations.\nAchieve genuine competitive advantage in client experience giving you the tools and support you need to build the capabilities of your client facing teams.\nLeverage Consumer Duty as a catalyst for commercial growth based on growing a values based purpose driven wealth management business.\n\n\n\nPost course coaching \nA highlight of this training course is the inclusion of one-to-one coaching to support you implement key learnings of this training course within your firm. Alongside your coach\, you will discuss your action plan for executing your newly learnt approaches and how to overcome expected or unexpected execution obstacles. \nWho should attend? \nHeads of Sales who\, looking to build and maintain a strong sales pipeline\, want their team to develop a deeper level of engagement\, based on their values with both prospects and existing clients. \nTraining & Competency Supervisors who want to provide the highest levels of training and competence of their financial advisors\, wealth managers or financial planners. \nCompliance Heads and Senior Management who want: \n\n\n\nAdopt a best-in-class approach to customer verified outcomes adopted and embedded across all their intermediaries.\nTo put in place the essential ingredients support commercial growth.\n\n\n\n  \n  \n If you are a Philantrophy Impact member\, please email learning@pimfa.co.uk to receive your discount code for tickets \n 
URL:https://www.pimfa.co.uk/event/pimfa-online-training-course-meeting-your-clients-esg-needs-under-consumer-duty-principles-and-practices-your-advisor-population-need-to-know-and-adopt/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/mohamed-nohassi-odxB5oIG_iA-unsplash-scaled.jpg
END:VEVENT
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