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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230630T124500
DTEND;TZID=Europe/London:20230630T134500
DTSTAMP:20260422T082030
CREATED:20230605T091715Z
LAST-MODIFIED:20251113T171610Z
UID:283297-1688129100-1688132700@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 5 'Find out more'  30th of June 2023
DESCRIPTION: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. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentibc-leadership-programme-5-find-out-more-june2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/06/renato-pozzi-G4oGYy_ZcsQ-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230629T110000
DTEND;TZID=Europe/London:20230629T120000
DTSTAMP:20260422T082030
CREATED:20230614T170213Z
LAST-MODIFIED:20251119T101821Z
UID:283418-1688036400-1688040000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: MiFIR Transaction Reporting: How to achieve accurate\, complete and timely reporting
DESCRIPTION:The MiFIR transaction reporting obligation is more than five years old. Yet despite the maturity of the regime\, firms are still struggling to report accurate and complete data to the regulator. \nIn this FREE 60-minute webinar Kaizen Reporting’s regulatory experts Matthew Vincent and Simon Appleton and PIMFA’s Kevin Sloane will unpack the challenges of reporting accurately\, the importance of data quality and meeting regulatory expectations\, and provide practical solutions for firms to ensure they are reporting correctly. \nKey webinar discussion topics include: \n\nCommon errors in regulatory reports\nHow to put the right controls in place\nConsequences of inaccurate reporting\nHow to take your reporting from ‘Good’ to ‘Great’
URL:https://www.pimfa.co.uk/event/pimfa-webinar-mifir-transaction-reporting-how-to-achieve-accurate-complete-and-timely-reporting/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/05/sergey-shmidt-koy6FlCCy5s-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230622T100000
DTEND;TZID=Europe/London:20230622T110000
DTSTAMP:20260422T082030
CREATED:20230609T135647Z
LAST-MODIFIED:20231002T073624Z
UID:283940-1687428000-1687431600@www.pimfa.co.uk
SUMMARY:LGBTQ+ clients - A Safe Space Webinar to help with their financial needs
DESCRIPTION:This webinar has been created to help those concerned with saying the wrong thing when working with LGBTQ+ clients. We all know an LGBTQ+ client is the same as any other but for some\, human fear kicks in (unintentionally) and you may feel you’ve said the wrong thing which in turn creates an uncomfortable situation for all when no one means too. \nSo\, at 10am on the 22nd June\, we have a safe space for all advisers and support staff to join and just hear from others who have felt the same\, hear from advisers on how to support LGBTQ+ community with their financial neds in the same way as anyone else and most importantly a place for Q&A. \nThis year\, we’ve gone one step further and collaborating with our Industry Peers\, so alongside The Openwork Partnership\, we have friends from SJP and possibly one other network joining us. \nTo register click here \nSetul Mehta\nThe Openwork Partnership
URL:https://www.pimfa.co.uk/event/lgbtq-clients-a-safe-space-webinar-to-help-with-there-financial-needs/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pride.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230616T134500
DTEND;TZID=Europe/London:20230616T144500
DTSTAMP:20260422T082030
CREATED:20230530T195100Z
LAST-MODIFIED:20251113T170346Z
UID:281943-1686923100-1686926700@www.pimfa.co.uk
SUMMARY:PIMFA Webinar -  Candid Conversation - The challenges facing women as they progress their careers in wealth and financial advice June 2023
DESCRIPTION:Financial firms have made progressive steps to be a more inclusive environment that is open for women. However\, the glass ceiling still remains very much in place. \nThis invisible barrier\, which hinders women from rising to leadership positions\, has come to the attention of regulators keen to see that firms take proactive measures to tackle inequality. \nJoin Caroline Holt\, leader of PIMFA’s Authentic Leadership programme for women\, Anna Trickey\, Compliance Director at Canaccord\, and Carrie Morris\, Chief People Officer at The Openwork Partnership\, for a candid conversation on the unique set of challenges facing women\, as they progress their careers within the wealth and financial advice sector. \nOur panellists will share their own personal experiences\, discuss what they see happening for other women in the industry and talk about what’s helped them and other women to step up and embrace success.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-candid-conversation-the-challenges-facing-women-as-they-progress-their-careers-in-wealth-and-financial-advice-april-2023-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/IC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230608T133000
DTEND;TZID=Europe/London:20230608T153000
DTSTAMP:20260422T082030
CREATED:20230331T083615Z
LAST-MODIFIED:20251113T162052Z
UID:273748-1686231000-1686238200@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: T&C under Consumer Duty: What You Need to Know Session 2
DESCRIPTION:To ensure your people are prepared to meet the ‘biggest regulatory overhaul in a decade’ PIMFA member firms would be advised to dust off and stress test their approach to Training and Competency (T&C) before the new Consumer Duty comes into force in July 2023. \nWhy is T&C so critical under the new Consumer Duty? \nTaking centre stage of your approach to Consumer Duty is your firm’s ability to practice and demonstrate to the FCA that all your people are aligned and focused on delivering and evidencing good customer outcomes against new and more stringent regulatory expectations. Your firm’s approach to T&C plays a critical role in showing\, not just telling the regulator that your advisor population is acting in good faith\, proactively avoiding foreseeable harm\, and supporting customers to pursue their financial objectives. \nIn this live\, interactive\, and practical training session\, delivered by a senior T&C practitioner we take HR\, L&D\, Operations\, Compliance\, and T&C professionals’ who are looking to: \n\nGet to grips with what good T&C looks like under the new Consumer Duty\nAdapt their approach to T&C against the expectations of the new Consumer Duty\nIdentify and close any T&C gaps or blind spots that might hamper their firm from achieving the outcomes that the FCA will be looking for under the new Consumer Duty\nAssure the board and senior executives that your firm’s approach to T&C meets the cross-cutting rules and the four outcomes before the July 2023 deadline\nFor additional guidance on how to conduct supervised T&C assessments under the new Consumer Duty\n\nBy the end of the session\, you’ll be able to: \n\nUpdate and reposition your approach to T&C appropriate to the new Consumer Duty\nAnalyse the changes that are needed to support a consumer outcome approach rather than one that is compliance driven\nConfidently answer challenges on how your T&C framework supports clients pursue their financial objectives\nDemonstrate to stakeholders including the board\, internal audit\, and the regulator how your approach to people competence and capability management achieves ‘good customer outcomes’.\n\n 
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-tc-under-consumer-duty-what-you-need-to-know-2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-victor-freitas-847485-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230606T130000
DTEND;TZID=Europe/London:20230606T140000
DTSTAMP:20260422T082030
CREATED:20230428T162608Z
LAST-MODIFIED:20260310T105511Z
UID:276482-1686056400-1686060000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry\, Frustration And Stress Out Of Their CASS Audit
DESCRIPTION:Demands on CASS firms have never been greater. \nResearch shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to protracted discussions with their CASS Auditors. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \nIn this FREE 60-minute webinar former regulator and co-creator of The PIMFA CASS Academy Katharine Leaman dispels the myths that surround a successful CASS Audit and withstand scrutiny from regulators\, auditors and senior managers. \nKey webinar discussion topics include: \n• The 6 key areas the FCA expects of you to be on top of\n• Why CASS breaches can be a force for good\n• Why you don’t need more staff or resources to overcome your CASS challenges
URL:https://www.pimfa.co.uk/event/pimfa-webinar-how-pimfa-firms-can-successfully-take-the-worry-frustration-and-stress-out-of-their-cass-audit/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/VC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230606T110000
DTEND;TZID=Europe/London:20230606T120000
DTSTAMP:20260422T082030
CREATED:20230503T170411Z
LAST-MODIFIED:20251119T094828Z
UID:273820-1686049200-1686052800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Cyber Risk Management – How Complacency Can Ruin Your Reputation
DESCRIPTION:Cyberattacks shut down organisations and are now one of the most serious threats to financial services firms. They should be at the top of your risk register. Attackers and the techniques they use are sophisticated\, ever evolving\, and defending against them is complex. Leaders who are lagging behind\, are putting their business and clients’ financial interests at risk. Because a serious breach can have devastating consequences. \nIn this webinar our PIMFA Plus partner Mitigo will bring to life the attacks that are hitting firms and give a view of what it takes to become protected. \nThe session will cover the following: \n\nWhy misunderstanding cyber risk could ruin your reputation.\nTake a closer look at the latest cyber threats facing financial services firms.\nLearn more about the criminal ecosystem.\nUnderstand the common security errors made by financial services firms.\nAre you failing to satisfy your regulatory and legal obligations?\nFind out how to stay one step ahead of the bad guys.\n\n  \nWhat are the key learning objectives of this webinar? \n\nQuick wins to takeaway to improve your firms cyber resilience.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-cyber-risk-management-how-complacency-can-ruin-your-reputation/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/IDD.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230530T093000
DTEND;TZID=Europe/London:20230530T113000
DTSTAMP:20260422T082030
CREATED:20230328T180244Z
LAST-MODIFIED:20251120T135751Z
UID:268128-1685439000-1685446200@www.pimfa.co.uk
SUMMARY:PIMFA Learning: PwC Consumer Duty Series- Session 3: MI\, reporting and governance
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\nThis workshop will focus on: \n\nHow firms can develop Consumer Duty MI\, reporting and governance that covers the appropriate products\, services\, touchpoints and customer types for their unique activities.\nHow the Board can demonstrate that making good outcomes for consumers is central to their firm’s culture\, strategy and business objectives.\n\nBy the end of this workshop\, you will: \n\nGet clarity on the different data to be collected across each of the key Consumer Duty outcomes\nIdentify and bridge gaps in your MI\nDevelop actionable and understandable MI\, that meets regulator expectations\nConsumer Duty obligations will require different data to be collected across each of the key Consumer Duty outcomes\nLearn\, from our own research\, how firms intend to use MI to evidence good consumer outcomes\nKnow how to join the data dots up between different areas of your business to form a coherent Board report\n\nFormat and approach \nThis two-hour online session is an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession3-2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/10/freezydreamin-SV3V-D1G2q4-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230525T133000
DTEND;TZID=Europe/London:20230525T153000
DTSTAMP:20260422T082030
CREATED:20230307T093018Z
LAST-MODIFIED:20251120T133122Z
UID:268082-1685021400-1685028600@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: T&C under Consumer Duty: What You Need to Know
DESCRIPTION:To ensure your people are prepared to meet the ‘biggest regulatory overhaul in a decade’ PIMFA member firms would be advised to dust off and stress test their approach to Training and Competency (T&C) before the new Consumer Duty comes into force in July 2023. \nWhy is T&C so critical under the new Consumer Duty? \nTaking centre stage of your approach to Consumer Duty is your firm’s ability to practice and demonstrate to the FCA that all your people are aligned and focused on delivering and evidencing good customer outcomes against new and more stringent regulatory expectations. Your firm’s approach to T&C plays a critical role in showing\, not just telling the regulator that your advisor population is acting in good faith\, proactively avoiding foreseeable harm\, and supporting customers to pursue their financial objectives. \nIn this live\, interactive\, and practical training session\, delivered by a senior T&C practitioner we take HR\, L&D\, Operations\, Compliance\, and T&C professionals’ who are looking to: \n\nGet to grips with what good T&C looks like under the new Consumer Duty\nAdapt their approach to T&C against the expectations of the new Consumer Duty\nIdentify and close any T&C gaps or blind spots that might hamper their firm from achieving the outcomes that the FCA will be looking for under the new Consumer Duty\nAssure the board and senior executives that your firm’s approach to T&C meets the cross-cutting rules and the four outcomes before the July 2023 deadline\nFor additional guidance on how to conduct supervised T&C assessments under the new Consumer Duty\n\nBy the end of the session\, you’ll be able to: \n\nUpdate and reposition your approach to T&C appropriate to the new Consumer Duty\nAnalyse the changes that are needed to support a consumer outcome approach rather than one that is compliance driven\nConfidently answer challenges on how your T&C framework supports clients pursue their financial objectives\nDemonstrate to stakeholders including the board\, internal audit\, and the regulator how your approach to people competence and capability management achieves ‘good customer outcomes’.\n\n 
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-tc-under-consumer-duty-what-you-need-to-know/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-victor-freitas-847485-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230525T100000
DTEND;TZID=Europe/London:20230525T110000
DTSTAMP:20260422T082030
CREATED:20230331T090429Z
LAST-MODIFIED:20251113T171039Z
UID:273798-1685008800-1685012400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Achieving positive cultural change and a competitive advantage: Part 1: the FCA’s approach to D&I and positive action vs positive discrimination
DESCRIPTION:The FCA is increasingly focusing on what financial services firms should be doing to promote diversity and inclusion (D&I). We will explore recent updates from the FCA and what we are expecting to see in 2023 and beyond. We will consider a range of measures to promote D&I\, referencing “real life” case studies\, and the fine line between lawful positive action and unlawful positive discrimination. \nThis webinar will help you understand: \n\nThe FCA’s current position on D&I and be prepared for what might be coming down the pipeline\nWhat steps you can take to promote D&I in your firm\, avoiding the costly pitfalls of positive discrimination
URL:https://www.pimfa.co.uk/event/pimfa-webinar-achieving-positive-cultural-change-and-a-competitive-advantage-part-1-the-fcas-approach-to-di-and-positive-action-vs-positive-discrimination/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-david-kanigan-14851746-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230523T093000
DTEND;TZID=Europe/London:20230523T113000
DTSTAMP:20260422T082030
CREATED:20230328T174756Z
LAST-MODIFIED:20251113T154818Z
UID:273411-1684834200-1684841400@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 2: Engaging with Third Parties
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession Two: Engaging with Third Parties \nPIMFA member firms are relying significantly on their third parties to transmit quality information\, particularly relating to the consumer support outcome.  Firms need to give detailed thought to the type\, timing and volume of information they need from their third-party service providers to test consumer outcomes. \nFurthermore\, manufacturers and distributors are required to share information required by each for monitoring outcomes. While augmentation of existing templates may be helpful\, these are unlikely to meet all firms’ requirements. \nThis session (that you can attend in person or online) will focus on: \n\n\n\nEngagement strategies with third-party suppliers to access information to monitor customer outcomes.\nThe additional information you may need to share between manufacturers and distributors\, and what is the most efficient way to achieve this.\n\n\n\nBy the end of this session\, you will be able to: \n\n\n\nKnow what’s an appropriate level of detail you will require from product providers.\nRecognise the pitfalls of relying on PROD and COLL for meeting the Consumer Duty Products and Services and Fair Value outcomes.\nLearn how large and small firms are effectively and efficiently gaining the information they need from their third-party suppliers.\nAddress information flow challenges\, exploring with peers how to optimise information flow between manufacturers and distributors.\n\n\n\nFormat and approach \nYou can choose to attend this two-hour session in person at the PwC London office or online. However you choose to participate\, this session is run as an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession2/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/10/Sea-wave.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230518T100000
DTEND;TZID=Europe/London:20230518T170000
DTSTAMP:20260422T082030
CREATED:20230203T103827Z
LAST-MODIFIED:20251120T131425Z
UID:264605-1684404000-1684429200@www.pimfa.co.uk
SUMMARY:Financial Crime Conference 2023
DESCRIPTION:The PIMFA Financial Crime Conference 2023 gives attendees access to industry leading debates from professionals across the regulatory\, law enforcement\, innovators and providers in the Financial Crime space. \nAs the financial crime landscape evolves with new techniques and technologies\, the growing threat to firms and their clients is undeniable.\nIn response\, regulators are pushing back by implementing stricter controls. Firms need to know how to protect themselves and their clients and what can be done to operate in a safer and more resilient environment. \nThe Conference will be taking place in-person in London and will also be live-streamed. In-person tickets are limited and early booking is recommended. \nEarly-Bird discounted tickets are available until 3 March 2023. \nWhen selecting your ticket below please ensure you are selecting the right type – in-person or virtual. \nTo access the PIMFA member discount you will need to log in to your account first. \nEvent Details:\nDate: 18th May 2023\nTimes: 10:00 – 17:00\nVenue: Shoosmiths\, 1 Bow Churchyard\, London – EC4M 9DQ \n 
URL:https://www.pimfa.co.uk/event/financial-crime-conference-2023/
CATEGORIES:Conference,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230517T130000
DTEND;TZID=Europe/London:20230517T140000
DTSTAMP:20260422T082030
CREATED:20230505T153625Z
LAST-MODIFIED:20251113T171950Z
UID:277445-1684328400-1684332000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' session May 2023
DESCRIPTION:The Authentic Leadership programme is PIMFA’s response to supporting women who face a unique set of challenges when progressing into senior leadership positions. \nOur research shows that women aiming to rise to leadership positions in wealth and finance still have to overcome a set of challenges\, including the Imposter Syndrome\, unconscious bias in the workplace\, a peer group that shrinks as they assume more senior roles. \nIn this session with Programme Lead\, Caroline Holt invites you to: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-find-out-more-session-may-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/Tree.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230503T093000
DTEND;TZID=Europe/London:20230503T113000
DTSTAMP:20260422T082030
CREATED:20230328T175741Z
LAST-MODIFIED:20251120T133517Z
UID:268119-1683106200-1683113400@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 1: Practical Strategies & Approaches For Testing Consumer Outcomes
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession one: Practical Strategies & Approaches For Testing Consumer Outcomes  \nThe Duty requires firms to help customers achieve good outcomes\, and to report on this annually. Consequently\, firms must be able to measure if they are achieving good outcomes for their customers. \nIn part one of this three-part session series\, The Consumer Duty team at PwC will support you: \n\n\n\nAssess design considerations for testing each of the four outcomes;\nDecide what data will be required for monitoring and testing outcomes;\nDirect what actions may be required to remediate poor outcomes.\n\n\n\nBy the end of this session\, you will be able to: \n\n\n\nEnsure that your definition of what a good outcome against the expectations set out in the Consumer Duty stands up to regulatory scrutiny.\nEvidence that your firm can achieve good outcomes across each client touchpoint and to the standards set out in the cross-cutting rules.\nDevelop a proven approach to review and improve your existing outcome testing arrangements.\nCompare your firm’s approach to outcomes testing with your peers.\nGrasp how your firm can use outcome testing to reveal causality and highlight areas for improvement.\nLearn how to overcome the challenges of demonstrating compliance with the ‘consumer understanding’ outcome.\nInterpret the data you’ve gathered and recorded from your tests to evaluate performance and to inform recommendations.\n\n\n\nFormat and approach \nThis two-hour online session is an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession1/
CATEGORIES:Learning,Live Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230427T093000
DTEND;TZID=Europe/London:20230427T123000
DTSTAMP:20260422T082030
CREATED:20230216T115733Z
LAST-MODIFIED:20251120T132313Z
UID:266117-1682587800-1682598600@www.pimfa.co.uk
SUMMARY:PIMFA Online Training Course: Meeting Your Clients ESG Needs under Consumer Duty – Principles and Practices Your Advisor Population Need To Know And Adopt
DESCRIPTION:It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approach to assessing a client’s ESG preferences will stand up to regulatory scrutiny through the lens of Consumer Duty. \nIn less than seven months\, the FCA requires you to be able to evidence that your firm is putting themselves ‘in the shoes of your customers’\, acting in good faith\, avoiding causing foreseeable harm and enabling customers to achieve their financial objectives. \nSo how can your firm meet these exacting expectations by 31st July? \nThis CPD Accredited and CISI Endorsed course takes you step by step through a framework your firm can adopt to improve your approach to client suitability\, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding. \nIn addition\, a follow-on coaching session with your trainers\, at no extra cost\, ensures your advisor population not only meets their regulatory obligations\, but have a playbook to develop a deeper\, closer relationship with their clients. \nIn this live\, interactive\, tutor lead online training course\, we take you through how you can: \n\n\n\nUpdate your current approach to suitability to align with the new Consumer Duty before the 31st July.\nCascade to your advisor population a proven\, best practice approach to improve how they assess their ESG client preferences.\nDeploy ‘ready to use’ approaches your advisors and wealth managers can immediately use to evidence a clearer and higher standard of care to the regulator\, while meeting client needs and expectations.\nAchieve genuine competitive advantage in client experience giving you the tools and support you need to build the capabilities of your client facing teams.\nLeverage Consumer Duty as a catalyst for commercial growth based on growing a values based purpose driven wealth management business.\n\n\n\nPost course coaching \nA highlight of this training course is the inclusion of one-to-one coaching to support you implement key learnings of this training course within your firm. Alongside your coach\, you will discuss your action plan for executing your newly learnt approaches and how to overcome expected or unexpected execution obstacles. \nWho should attend? \nHeads of Sales who\, looking to build and maintain a strong sales pipeline\, want their team to develop a deeper level of engagement\, based on their values with both prospects and existing clients. \nTraining & Competency Supervisors who want to provide the highest levels of training and competence of their financial advisors\, wealth managers or financial planners. \nCompliance Heads and Senior Management who want: \n\n\n\nAdopt a best-in-class approach to customer verified outcomes adopted and embedded across all their intermediaries.\nTo put in place the essential ingredients support commercial growth.\n\n\n\n  \n  \n If you are a Philantrophy Impact member\, please email learning@pimfa.co.uk to receive your discount code for tickets \n 
URL:https://www.pimfa.co.uk/event/pimfa-online-training-course-meeting-your-clients-esg-needs-under-consumer-duty-principles-and-practices-your-advisor-population-need-to-know-and-adopt/
CATEGORIES:Learning,Live Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230426T140000
DTEND;TZID=Europe/London:20230426T150000
DTSTAMP:20260422T082030
CREATED:20230404T204247Z
LAST-MODIFIED:20251120T141824Z
UID:271926-1682517600-1682521200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar-  Candid Conversation- The challenges facing women as they progress their careers in wealth and financial advice April 2023
DESCRIPTION:  \nFinancial firms have made progressive steps to be a more inclusive environment that is open for women\, but the glass ceiling remains very much in place. This invisible barrier\, which hinders women from rising to leadership positions\, has come to the attention of regulators keen to see that firms to proactive measures to tackle inequality. \nJoin Caroline Holt\, leader of PIMFA’s Authentic Leadership programme for women\, Sarah Wulff-Cochrane\, Principal at UK Finance and Jayne Newton\, Head of Policyholder Tax for Royal London on Wednesday\, 26th April 2023\, from 2.00 pm to 3.00 pm for a candid conversation to explore the unique set of challenges facing women as they progress their careers within the wealth and financial advice sector. \nOur panellists will share their own personal experiences\, discuss what they see happening for other women in the industry and talk about what’s helped them and other women to step up and embrace success.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-candid-conversation-the-challenges-facing-women-as-they-progress-their-careers-in-wealth-and-financial-advice-april-2023/
CATEGORIES:Learning,Webinars
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230426T120000
DTEND;TZID=Europe/London:20230426T130000
DTSTAMP:20260422T082030
CREATED:20230404T073340Z
LAST-MODIFIED:20231002T073624Z
UID:274123-1682510400-1682514000@www.pimfa.co.uk
SUMMARY:Assuring Consumer Duty (Webinar): Aligning your programme with the FCA outcomes
DESCRIPTION:The deadline for Consumer Duty compliance is fast approaching\, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. \nBut with so many complex and far reaching programmes in flight\, designed to implement an array of process changes and outputs\, it’s important to ask: \nHow can you be sure that the customer outcomes resulting from your programme will genuinely meet the regulations? \nIn this webinar\, Beyond’s partners Matt Neill and Matt Beattie will explain how to:\n1. Map project outputs against the Consumer Duty outcomes and cross cutting rules\n2. Identify gaps and shortfalls\, and prioritise how they can be addressed\n3. Define the data and reporting you need to be able to fully evidence to the regulator your compliance against the new rules \nBeyond is a specialist consulting firm focused on helping operations\, compliance and technology leaders deliver their most critical objectives\, while providing them with the best possible experience. We operate exclusively within Financial Services\, with expertise across banking\, asset and wealth management\, and insurance. \nSpeakers\nMatt Beattie\, Director at Beyond\nwww.linkedin.com/in/matthew-beattie/\nMatt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client facing operations and delivering regulatory change. \nMatt Neill\, Director at Beyond\nwww.linkedin.com/in/matthew-neill1/\nMatt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client lifecycle management landscape\, building a strategic function that sets them apart from others. \nTo book click here \nContact details: Robin Sapherson\, Head of Marketing\, Beyond\nrobin.sapherson@beyondfs.co.uk\n+44 (0)7900 65 1972
URL:https://www.pimfa.co.uk/event/assuring-consumer-duty-webinar-aligning-your-programme-with-the-fca-outcomes/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230420T110000
DTEND;TZID=Europe/London:20230420T120000
DTSTAMP:20260422T082030
CREATED:20230307T102733Z
LAST-MODIFIED:20251120T132144Z
UID:266095-1681988400-1681992000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar Staying a step ahead – how to identify and respond to regulatory ‘hot topics’
DESCRIPTION:  \nThere are lots of regulatory publications to keep on top of. Enforcement notices and Dear CEO letters often contain rich insight into the thoughts and priorities of Regulators. At a minimum\, they require consideration and assessment as to what they mean for you. Indeed\, it is common in Final Notices for reference to made to previous regulatory soundings\, that meant the firm should have been on notice to the particular concerns. And so\, these publications almost become pseudo-rules in their own right. However\, with the volume and length of these documents\, demonstrating your reasonable steps is not easy. \nIn this FREE 60-minute webinar\, the team at Avyse Partners cut through the noise\, highlighting for you the essential regulatory requirements\, themes and messages you might have missed from recent announcements. \nThis webinar will: \n\n\n\nMake sense of recent FCA Enforcement notices and Dear CEO letters\nExtract for you the most salient points from the regulator’s most recent documents & speeches\nMake your life easier by tackling forthcoming regulatory headwinds using Avyse FREE gap analyse tool\nSupport you avoid committing the same regulatory breaches and failings as your peers
URL:https://www.pimfa.co.uk/event/pimfa-webinar-staying-a-step-ahead-how-to-identify-and-respond-to-regulatory-hot-topics/
CATEGORIES:Learning,Webinars
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230330T103000
DTEND;TZID=Europe/London:20230330T113000
DTSTAMP:20260422T082030
CREATED:20230213T173345Z
LAST-MODIFIED:20251120T131913Z
UID:265154-1680172200-1680175800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Consumer Duty through a Training and Competence Lens
DESCRIPTION:Now that the FCA’s plans for the new Consumer Duty have started to sink in\, firms are now getting to grips with what they need to accomplish by July 31st. However\, whilst there is a lot of discussion about the new principle for business\, cross-cutting rules and new conduct rules\, there appears to be very little discussion at this stage about the over-arching role of “employee competence.” \nWould your organisation be confident to hand over their Training & Competence records to the regulator? If asked\, could your firm demonstrate the gap analysis and subsequent development plans for each new starter you’ve onboarded in the last few years? Would being asked to demonstrate “role relevant” training on conduct rules to staff make you start to feel a little uncomfortable? \nRegardless of whether you might answer Yes/No/Don’t know to any one of those questions\, we think your input and perspective would add value to our debate on the topic\, so\, join PIMFA and the Worksmart team to discuss: \n  \n\nThe regulators expectations\nThe implications of the new Conduct Rule 6\nWhat does good T&C look like under Consumer Duty?\nHow you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\nHow firms can your approach to T&C support Culture change in your firm\nHow RegTech can improve your approach to T&C
URL:https://www.pimfa.co.uk/event/pimfa-webinar-webinar-consumer-duty-through-a-training-and-competence-lens/
CATEGORIES:Learning,Webinars
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230322T084500
DTEND;TZID=Europe/London:20230322T153000
DTSTAMP:20260422T082030
CREATED:20230215T151108Z
LAST-MODIFIED:20231002T073635Z
UID:266022-1679474700-1679499000@www.pimfa.co.uk
SUMMARY:The Scotsman Annual Investment Conference
DESCRIPTION:The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. \nThis year’s conference will cover a wide range of themes\, such as market trends for 2023 and how investors should best position themselves\, the importance of sustainability and ESG for places and people and alternative investments. \nThe 2023 event will be a full-day conference providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nThere will be plenty of time for Q&A sessions and for networking throughout the day. \nOur expert speakers include:\nDAVID COOMBS\, Head of Multi-Asset Investments\, Rathbones\nZEHRID OSMANI\, Portfolio Manager\, Martin Currie Global Portfolio Trust\nDAVID ATKIN \, CEO\, The Principles for Responsible Investment\nLUCY CHADWICK\, Partner and Head of ESG\, Global Infrastructure Partners (GIP)\nDR LESLEY SAWERS O.B.E\, Non-Executive Director\, Crosswind\nLAURA MATHIESON\, Associate Director\, Savills\nOWEN MCLENNAN\, Partner\, Dentons\nGILLIAN FLEMING\, CEO\, Mint Ventures\nBENJAMIN LANCASTER\, Co-Founder\, VCL Vintners \nFor more information please visit the website by clicking here
URL:https://www.pimfa.co.uk/event/the-scotsman-annual-investment-conference/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230316T103000
DTEND;TZID=Europe/London:20230316T153000
DTSTAMP:20260422T082030
CREATED:20230118T180609Z
LAST-MODIFIED:20251113T163030Z
UID:260779-1678962600-1678980600@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Bristol
DESCRIPTION:We are aware of planned rail industrial action on 16th March which may cause disruption however \, we fully expect the event to go ahead as planned. \nThe PIMFA team  is taking to the road for the second regional roadshow of 2023. The team\, along with our guest speakers Shoosmiths and MITIGO Cyber Security are looking forward to meeting registered participants at  our host partner RSM UK’s office in central Bristol. \nPIMFA Roadshows provide attendees with the opportunity to meet and listen to SME’s on relevant industry topics\, this time we will be covering: \n\nConsumer Duty       Jonathon Crook and Thomas Morrison  (Shoosmiths LLP)\nRegenerative Investing     Jack Chellman   (Global Returns Project)\nCyber Resilience     Kerrie Machin  (MITIGO Cyber Security)\nComprehensive Regulatory Update     Simon Harrington   (PIMFA)\n\nNetworking opportunities will also be available.\nAttendees will receive 3 hours of CPD for full attendance. \nRSM UK\, Second Floor\, 1\, The Square\, Temple Quay\, Redcliffe\, Bristol BS1 6DG
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-bristol-2023-2/
CATEGORIES:PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T150000
DTEND;TZID=Europe/London:20230308T170000
DTSTAMP:20260422T082030
CREATED:20230227T104930Z
LAST-MODIFIED:20231002T073635Z
UID:267019-1678287600-1678294800@www.pimfa.co.uk
SUMMARY:Conversational Engagement: Can secure & compliant messaging seriously impact revenue?
DESCRIPTION:Can convenient messaging improve the service experience enough to drive topline growth for wealth managers\, banks\, and advisors? \nThe answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded\, but the issue of data security is front and centre of clients’ minds. \nJoin Jens Rabe\, Chief Operating Officer at Unblu and Jeremy Barnes\, RVP Services\, North America at Unblu on March 8\, 2023 at 16:00 CET for the webinar\, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?” \nThe webinar will explore: \n– The challenge of regulatory compliance and how it’s currently impacting firms.\n– The opportunities that convenient messaging represents within wealth management.\n– The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger. \nClient-advisor interaction can represent a path to accelerated AUM growth. \nAre you ready to connect with your clients in a more meaningful way? \nTo book click here
URL:https://www.pimfa.co.uk/event/conversational-engagement-can-secure-compliant-messaging-seriously-impact-revenue/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T100000
DTEND;TZID=Europe/London:20230308T110000
DTSTAMP:20260422T082030
CREATED:20230228T102658Z
LAST-MODIFIED:20231002T073625Z
UID:267086-1678269600-1678273200@www.pimfa.co.uk
SUMMARY:SEIS Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Fox (Business Development Manager\, Haatch)\n-️ Sunil Shah (CEO\, o2h Ventures) \nDuring the webinar\, our host and expert panellists will discuss: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ The proposed changes to the scheme from April 2023\n✅ Key things to consider\n✅ Examples of investee companies \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Nova Growth Capital\, o2h Ventures\, Jenson Funding Partners and Haatch. \nTo register your place click here. \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/seis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230301T100000
DTEND;TZID=Europe/London:20230301T110000
DTSTAMP:20260422T082030
CREATED:20230227T105021Z
LAST-MODIFIED:20231002T073625Z
UID:266765-1677664800-1677668400@www.pimfa.co.uk
SUMMARY:EISA Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. \nPlease register here \nDuring the webinar\, our host and expert panellists will discuss: \n✅ An overview of what investing in an EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Andrew Noble (Partner\, Par Equity)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Franks (Head of Investment Products\, Octopus Investments)\n-️ John Glencross (CEO and Co-Founder\, Calculus Capital)\n-️ Sunil Shah (CEO\, o2h Ventures) \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Calculus Capital\, Jenson Funding Partners\, Nova Growth Capital\, Octopus Investments\, 02h Ventures and Par Equity. \nTo register your place click here \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/eis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230228T103000
DTEND;TZID=Europe/London:20230228T153000
DTSTAMP:20260422T082030
CREATED:20230118T180528Z
LAST-MODIFIED:20251120T131057Z
UID:260753-1677580200-1677598200@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Leeds
DESCRIPTION:The PIMFA team  is taking to the road for the first regional roadshow of 2023. We\, along with our event partner MITIGO Cyber Security are looking  forward to meeting registered participants at our host partner Shoosmiths LLP’s offices in central Leeds. \nPIMFA Roadshows provide attendees with the opportunity to meet and listen to SME’s on relevant industry topics\, this time we will be covering: \n\nConsumer Duty       Jonathon Crook and Daren Allen (Shoosmiths)\nNormalising Mental Health         Chris Clarke (Chasing the Stigma)\nCyber Resilience        Kerrie Machin (MITIGO Cyber Security)\nComprehensive Regulatory Update        Alexandra Roberts (PIMFA)\n\nNetworking opportunities will also be available.\nAttendees will receive 3 hours of CPD for full attendance. \nShoosmiths LLP\, Platform Building\, 9th Floor\, New Station St\, Leeds LS1 4JB 
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-leeds-2023/
CATEGORIES:PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230112T163000
DTEND;TZID=Europe/London:20230112T173000
DTSTAMP:20260422T082030
CREATED:20230106T120941Z
LAST-MODIFIED:20251120T130447Z
UID:258952-1673541000-1673544600@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 5 'Find out more'  2023 Session 5
DESCRIPTION: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. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentibc-leadership-programme-5-find-out-more-sep-2022-session5/
CATEGORIES:Learning
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END:VCALENDAR