The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

Events Search and Views Navigation

Event Views Navigation

Filters

Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the experts, this conference will facilitate fruitful discussions with opportunity for questions and networking. …
Get Tickets £275.00 – £630.00
Date & Time: 25th Sep 2025 (10:00 - 18:00)
CPD: TBC Location: Hybrid

The PIMFA Authentic Leadership Programme …
Date & Time: 17th Sep 2025 (0:00) - 03rd Mar 2026 (23:59)
CPD: 12 Location: See description for details
PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
Get Tickets £1,799.00 – £2,300.00 20 tickets left
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18 Location: Virtual

In this online training session, you will examine good and bad examples of recent promotional campaigns and assess potential non-compliance with your current and future campaigns. By improving your grasp of good practice, you will be better prepared to protect your firm, brand reputation, and competitive advantage and respond rapidly to unexpected, consequential events. …
Get Tickets £300.00 – £400.00
Date & Time: 14th Oct 2025 (9:30 - 12:30)
CPD: 3 Location: In Person

In this live, two-hour interactive, online training course Ocorian consultants reveal how wealth firms can effectively meet their obligations to detect and prevent market abuse, from setting adequate surveillance frameworks to ensuring they have appropriate governance arrangements in place. …
Get Tickets £275.00 – £300.00
Date & Time: 06th Nov 2025 (9:30 - 11:30)
CPD: 2 Location: Virtual