Loading view.
PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
Get Tickets
£1,799.00 – £2,300.00
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
Location: Virtual
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
Get Tickets
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 18
Location: London excel
Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. Date: Wednesday 21st February Time 11.00am-12.00 midday The webinar is open to both EISA members and non-members. During the webinar, you'll learn: ✅ Details of the Seed Enterprise Investment Scheme (SEIS) ✅ An overview of what investing in an SEIS fund looks like ✅ Last minute…
Free
Date & Time: 21st Feb 2024 (10:00 - 11:00)
Location: In Person
The FCA’s Consumer Duty has added a further layer of complexity and risk to PIMFA member firms seeking to ensure that their products and services are centred around clients' identified needs and benefits. Now, firms have to meet the requirements laid out in PROD and MiFID II, as well as an increasingly stringent supervisory approach to product governance under the Consumer Duty. 'Bring your colleague…
£250.00 – £350.00
Date & Time: 27th Feb 2024 (9:30 - 12:30)
CPD: 2
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
Register now for this free, one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association. Date: Wednesday 28th February Time: 10.00-11.00am The webinar is orientated specifically towards financial advisers, and open to both EISA members and non-members. During the webinar, you'll learn: ✅ What investing in an impact EIS fund looks like ✅ Key considerations when investing ✅ Examples of investee…
Free
Date & Time: 28th Feb 2024 (10:00 - 11:00)
Location: In Person
The Consumer Duty is one of the most significant regulatory initiatives in recent years with the FCA considering it a major step change for financial services, requiring firms to make lasting changes to culture and behaviour to consistently deliver good outcomes. Following the success of 2023’s conference, put on for PIMFA member firms planning ahead of the implementation deadline, we will be reconvening the group…
£200.00 – £600.00
Date & Time: 28th Feb 2024 (10:00 - 18:00)
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