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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. …
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£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
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 – £750.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 12
Location: London excel
PIMFA Learning comes to your office to supercharge your approach to AI adoption and implementation …
CPD: TBC
Location: In Person
Live, tutor-led online sessions, with our partners Kaizen Reporting The challenge Accurate and complete transaction reporting is a legal obligation. Yet many financial firms, even those with significant resources dedicated to this complex requirement, are falling short of regulatory expectations. Quality assurance testing by regulatory specialists Kaizen have found that only 13% of MiFID II transactions are reported accurately. The consequences of incorrect reporting are…
£2,025.00 – £3,000.00
Date & Time: 27th Feb 2024 (10:00) - 26th Mar 2024 (12:00)
CPD: 6
Location: In Person
PIMFA proudly presents a transformative event in celebration of International Women’s Day 2024: Breaking Barriers. Our mission is to redefine the landscape of wealth management and financial advice by attracting a diverse group of young minds. With the inspiring theme of 'Inspiring Inclusion,' we want to create an industry that every individual can see themselves in both to work and build their financial education. Taking…
Date & Time: 04th Mar 2024 (16:00 - 19:00)
Location: In Person
The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly…
Free
Date & Time: 06th Mar 2024 (11:00 - 12:00)
Location: In Person
Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging. The PIMFA HR Forum, supported by the employment team at Clyde & Co., is an engaging, deep-dive review of the most pressing HR concerns that impact PIMFA member firms. In each quarterly online session, we tackle real HR issues and collectively provide new perspectives, ideas and solutions…
Free
Date & Time: 06th Mar 2024 (14:00 - 15:00)
Location: In Person
Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging. …
Date & Time: 06th Mar 2024 (14:00 - 15:00)
Location: In Person
We are delighted to announce that we will be hosting the PIMFA Spring Networking Reception on March 21st in London. Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. This will be a great opportunity to network with industry colleagues, industry stakeholders and…
Date & Time: 21st Mar 2024 (18:30 - 21:30)
Location: In Person