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PIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers, MLRO/DMLOs, Heads of Compliance, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines, but develop the clarity, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm, creates value and enhances revenue opportunities. …
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£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
Location: Virtual
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 12
Location: London excel
PIMFA Learning comes to your office to supercharge your approach to AI adoption and implementation …
CPD: TBC
Location: In Person
Explore the latest trends, challenges, and opportunities shaping mergers and acquisitions in wealth management, and gain insights to navigate this evolving landscape successfully. …
Free
Date & Time: 23rd Nov 2023 (11:00 - 12:00)
Location: In Person
Examine the implications of the Autumn Statement for retail investors and explore what it could mean for a future general election. …
Free
Date & Time: 27th Nov 2023 (15:00 - 16:00)
Location: In Person
Start the new year by investing in your leadership journey. Join PIMFA in January 2024 for the next session of our Authentic Leadership Programme, designed to help financial services professionals lead with confidence, clarity, and purpose. …
Free
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
This interactive webinar will provide practical tools and strategies to help you build trust, inspire teams, and navigate challenges with authenticity in today’s evolving industry landscape. …
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
According to a recent survey, '60% of professionals surveyed across financial services have reported an increase in DSARs over the past year' and '51% have received complaints from data subjects about a data subject access request (DSARs)'. This is not surprising – customers and clients who are unhappy, or want to find out information which is held on them, are more cognisant than ever of…
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person