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Cohort Two Returns: Build Vulnerability Capability That Stands Up to FCA Scrutiny …
£2,000.00 – £2,500.00
Date & Time: 23rd Sep 2026 (9:30) - 02nd Dec 2026 (12:30)
CPD: 18
Location: Virtual
Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
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£295.00 – £630.00
Date & Time: 11th Nov 2026 (8:15 - 18:30)
CPD: TBC
Location: Eversheds Sutherland
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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
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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
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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
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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
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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. …
£595.00 – £850.00
Date & Time: 28th Jan 2025 (0:00 - 23:59)
CPD: 12
Location: Virtual
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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