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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 – £1,100.00
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
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. …
£275.00 – £300.00
Date & Time: 06th Nov 2025 (9:30 - 11:30)
CPD: 2
Location: Virtual
Join us for Session 3 of our Consumer Duty Series. Learn practical approaches to monitoring, evidencing, and embedding Consumer Duty across your organisation. …
Date & Time: 13th Nov 2025 (0:00 - 0:00)
Location: In Person
This event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership. …
Free – £149.00
Date & Time: 13th Nov 2025 (0:00 - 0:00)
Location: In Person
Start the series with practical insights on how to effectively test and evidence consumer outcomes under the FCA’s Consumer Duty. This session, led by PwC experts, will cover proven methodologies, data-driven approaches, and governance practices to help firms meet regulatory expectations and deliver good outcomes for clients. …
Date & Time: 13th Nov 2025 (0:00 - 0:00)
Location: In Person
Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person