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    Podcasts

    A podcast is a program made available in digital format for download over the Internet. For example, an episodic series of digital audio files that users can download to a personal device to listen to at a time of their choosing.
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    Webinars On Demand

    View previously-recorded PIMFA Webinars.
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    M&A Due Diligence: Getting It Right Before (and After) the Deal

    In wealth and advice, most deals don’t fail at completion. They fail months later. …
    Get Tickets Free
    Date & Time: 30th Apr 2026 (8:30 - 12:45)
    CPD: 3 Location: Grant Thornton UK LLP
    Briefing
    Learning
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    PIMFA Women’s Symposium 2026

    Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
    Get Tickets £350.00 – £1,100.00
    Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
    CPD: TBC Location: London Excel
    PIMFA Events
    Symposium
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    The PIMFA CASS Academy 2023

    Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
    £2,750.00 – £3,750.00
    Date & Time: 03rd Oct 2023 (9:00 - 12:30)
    Location: In Person
    Learning
    Programmes
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    The PIMFA Transaction Reporting Academy 2024

    Gain expert guidance on meeting complex reporting requirements, ensuring compliance, and mastering best practices under evolving regulatory standards. …
    £2,025.00 – £3,000.00
    Date & Time: 27th Feb 2024 (10:00) - 26th Mar 2024 (12:00)
    CPD: 6 Location: In Person
    Learning
    Programmes
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    PIMFA Forum: Breaking Barriers: Empowering Women in Wealth Management and Financial Advice

    Join us for an inspiring forum dedicated to driving diversity and inclusion in wealth management and financial advice. This event brings together industry leaders and change-makers to explore challenges, share success stories, and identify actionable strategies to empower women and create a more equitable future in financial services. …
    Date & Time: 04th Mar 2024 (16:00 - 19:00)
    Location: In Person
    Learning
    Programmes
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    The PIMFA CASS Academy 2024

    Deepen your expertise in client asset protection and stay ahead of evolving regulatory requirements with practical, hands-on guidance. …
    £2,750.00 – £3,250.00
    Date & Time: 14th May 2024 (9:00 - 12:30)
    CPD: 18 Location: In Person
    Learning
    Programmes
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    The PIMFA Transaction Reporting Academy Cohort 2 2024

    Gain expert guidance on mastering transaction reporting requirements, ensuring compliance, and implementing best practices under evolving regulatory standards. …
    £2,500.00 – £3,000.00
    Date & Time: 08th Oct 2024 (10:00) - 29th Oct 2024 (12:30)
    CPD: 10 Location: In Person
    Learning
    Programmes
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    PIMFA Learning: The SMF Regulatory Briefing Programme 2025 – All You Need to Know About Everything That Matters Most

    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. …
    £595.00 – £850.00
    Date & Time: 28th Jan 2025 (0:00 - 23:59)
    CPD: 12 Location: Virtual
    Learning
    Programmes
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