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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. …
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£275.00 – £630.00
Date & Time: 25th Sep 2025 (10:00 - 18:00)
CPD: TBC
Location: Hybrid
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. …
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£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
Location: Virtual
Join the SRI Services and Partners Good Money Week event for a full day's deep dive into sustainable and responsible investment for financial advisers, planners, wealth managers and fund selectors. …
Free
Date & Time: 09th Oct 2025 (9:30 - 17:30)
Location: In Person
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. …
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£300.00 – £400.00
Date & Time: 14th Oct 2025 (9:30 - 12:30)
CPD: 3
Location: Virtual
This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases, ethical and compliance considerations and tangible value creation. …
Date & Time: 05th Nov 2025 (9:00 - 13:30)
CPD: 3
Location: Farrer & Co
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. …
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£275.00 – £300.00
Date & Time: 06th Nov 2025 (9:30 - 11:30)
CPD: 2
Location: Virtual
PIMFA has the pleasure to announce that the date has now been set for the upcoming PIMFA Senior Leadership Summit 2025. The event is open to senior member firm colleagues, and strictly by invitation only. The aim is to provide a forum where tailored content relevant to C-Suite sector leaders will be presented by best-in-class experts, with opportunities to then network, engage and discuss with…
Date & Time: 26th Nov 2025 (12:00 - 19:00)
Location: IET London
Crafted by PIMFA and delivered live by AI practitioners and seasoned experts, this 12-hour CPD-approved programme is a step-by-step guide for incorporating AI into your firm and leveraging the technology to create maximum business value. Through each programme session, you’ll progressively, under the supervision of experts, develop a comprehensive action plan to integrate AI tailored to your specific business challenges. …
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£1,250.00 – £1,500.00
Date & Time: 24th Feb 2026 (10:00) - 29th Apr 2026 (12:00)
CPD: 12
Location: Hybrid