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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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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
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The PIMFA CASS Clients Academy is a unique learning experience for member firms who, not content to keep up with CASS requirements, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. …
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15
Location: cbre
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PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
Free
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
Location: Virtual
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The PIMFA Authentic Leadership Programme …
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£1,875.00 – £4,250.00
Date & Time: 14th Oct 2025 (0:00 - 23:59)
CPD: 12
Location: See description for details
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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. …
£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00 - 23:59)
CPD: 12
Location: Virtual
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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. …
£950.00
Date & Time: 22nd Jan 2026 (0:00 - 23:59)
CPD: 12
Location: Virtual