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PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
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£1,799.00 – £2,300.00
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
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: 18
Location: London excel
We would like to invite you to discover more about PIMFA’s ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute, no obligation webinar. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the…
Free
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
Join us for a webinar discussion on the Sustainability Disclosure Requirements and investment labels regime and a deep dive into the final rules and guidance. The Sustainability Disclosure Requirements and investment labels regime aims to help consumers navigate the market for sustainable investment products. The rules introduce: An anti-greenwashing rule for all FCA-authorised firms. The FCA is also consulting on supporting guidance. Naming and marketing…
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person
Whilst some of the same financial crime compliance challenges remain and other risks emerge, what's clear is that reducing financial crime continues to be a FCA priority in 2024. The regulator’s dedicated financial crime function within Consumer Investments will be proactive in identifying firms with fraud, scams, money laundering or sanctions risk indicators using data and intelligence. Expect to see an increase in on-site visits…
Free
Date & Time: 15th Feb 2024 (10:00 - 11:00)
Location: In Person
Preparing and planning for your next CASS audit is a complex, costly and a time-consuming process. There’s no magic bullet to solve this annual challenge, but measurable progress can be made to strengthen your framework and controls. In this FREE 60-minute webinar we put three CASS experts under the spotlight to share their key strategies and approaches your firm can take in 2024 to ensure…
Free
Date & Time: 07th May 2024 (10:00 - 11:00)
Location: In Person
Culture lies at the heart of strengthening your approach to Consumer Duty, Financial Crime, DEI and Vulnerable customers. Yet, despite the frequent reminders from the FCA, wealth management firms still need to work on demonstrating to the regulator how they can positively shift the culture needle. In this FRE 60-minute webinar, our experts unpack: Why Culture remains central to the FCA’s supervisory model How to…
Free
Date & Time: 24th Jun 2024 (11:00 - 12:00)
Location: In Person