The Personal Investment Management & Financial Advice Association (PIMFA)

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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. …
Get Tickets £275.00 – £630.00
Date & Time: 25th Sep 2025 (10:00 - 18:00)
CPD: TBC Location: Hybrid

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. …
Get Tickets £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

In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a realistic view of what's required to succeed. …
Get Tickets £300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30 - 12:30)
CPD: 3 Location: Virtual

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. …
Get Tickets £1,250.00 – £1,500.00
Date & Time: 24th Feb 2026 (10:00) - 29th Apr 2026 (12:00)
CPD: 12 Location: Hybrid