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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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UID:353105-1790155800-1796214600@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2026
DESCRIPTION:Six live online sessions.\nFive lived-experience spotlights.\nOne sector standard.\nIn March 2025\, the FCA published its review of Customers in Vulnerable Circumstances. In April 2025\, PIMFA published its own ‘Understanding Customer Vulnerability’ Guide.   \n The Customer Vulnerability Learning Programme (CVLP) is the only training in the sector that integrates both.\nBuilt specifically for wealth managers\, private banks and advice firms\, the programme takes teams beyond awareness and into evidenced capability — helping firms meet FCA expectations\, strengthen Consumer Duty outcomes and build more consistent support for customers in vulnerable circumstances. \nBook one place. Bring a colleague for free.\nFor this cohort\, firms can book one place and bring a colleague at no additional cost. \nUse code CXQ8HTTW at checkout to secure two places for the price of one. \nThis is ideal for firms that need to build consistent capability across Compliance\, Consumer Duty\, Vulnerability\, Client Services\, Operations\, Risk and frontline teams. \nBuilt on FCA expectations. Proven with PIMFA members.\nCohort 1 launched last year and brought together 27 senior practitioners from leading wealth managers\, private banks and advice firms. Participants rated the programme 4.78/5 overall and 4.89/5 for relevance to their role. \nHere is what they told us: \n“The combination of lived experience from consumers and expert knowledge of the course tutors really added value across a challenging programme in a short space of time. Definitely worth the cost.” Head of Compliance\, Wealth Management firm.  \n“I would encourage anyone working with or involved in vulnerable client reviews to attend this course. Very knowledgeable and personable presenters\, good engagement from all participants\, and the lived experiences were really useful in understanding specific vulnerabilities from the client’s perspective — not just a business process. Absolutely recommend.” Consumer Duty Manager\, Private bank.  \n“As someone already passionate about vulnerable client characteristics\, this helped solidify the work already done\, what more is needed\, and gave affirmation that the journey I am leading our firm on as SME is the right one — and for the right reasons.” Vulnerability Lead\, Advice firm.  \nWhy does this matter now?\nThe regulator has made clear that firms must do more than identify vulnerable customers. They must be able to show how they are supporting them\, monitoring outcomes and improving practice. \nAs Alison Walters\, FCA Director of Consumer Finance\, has warned\, the FCA will use “the pointy end of our toolkit” where firms fall short. \nBand-aid solutions won’t cut it.  \nIdentification. Outcomes monitoring. MI. Staff capability. Product and service design. These are no longer isolated workstreams. They are part of the evidence-based firms that need to demonstrate that vulnerable customers are receiving the support they are entitled to. \nA unique learning programme for the wealth management sector\nLed by the award-winning vulnerability training team at The Money Advice Trust\, the programme is a full-on\, immersive\, root-and-branch training experience. It gives your firm the know-how to transform its processes\, systems\, and people\, and deliver better outcomes for customers in vulnerable circumstances. \nThe Programme will help your firm to: \n\nAccelerate the adoption of new FCA expectations on vulnerability in your firm \nDesign best-in-class experiences for Customers in vulnerable circumstances \nBuild and lead a more effective strategy on vulnerability \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nEmbed a customer-centric culture into how the firm operates day-to-day\n\nWho should attend?\nThis programme is designed for professionals working across: \nCompliance\, Consumer Duty\, Vulnerability\, Risk\, Operations\, Client services\, Advice and financial planning\, Training and competence\, Product and proposition\, Complaints and customer outcomes. It is particularly relevant for firms looking to move beyond policy statements and into practical\, firm-wide delivery. \nNext steps\nDownload the brochure to see how the programme can support your firm-wide vulnerability strategy. \nFor this cohort\, firms can book one place and bring a colleague at no additional cost. \nUse code CXQ8HTTW at checkout to secure two places for the price of one. \nPIMFA Members should ensure they are logged in to access member pricing.
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-learning-programme-2026/
CATEGORIES:Learning,Programmes
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DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260503T093639
CREATED:20250828T083517Z
LAST-MODIFIED:20260127T152009Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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