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PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
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£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. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 18
Location: London excel
The FCA expects your first Consumer Duty Board report to be ‘signed, sealed, and delivered’ in less than five months. At their peril, firms underestimate the time, process, and planning required to produce a Board-approved report by 31 July 2024. The stakes are high, and although there is a temptation to populate a template, your first Consumer Duty Board Report is a critical document that…
£400.00 – £500.00
Date & Time: 16th May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
Will your firm still be trusted by your clients after a major disruption or even crisis has occurred? Today, Wealth Managers face a confluence of interrelated environmental, economic, and geopolitical crises, magnified over TiKTok, Twitter and Instagram. A firm's value, brand and credibility can be compromised in a matter of minutes. Government, regulators, investors, clients, and other stakeholders are increasingly considering risk and resilience from a…
£400.00 – £500.00
Date & Time: 21st May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
Europe’s flagship ETF event provides investors and the wider ETF ecosystem with insights into the trends shaping the European ETF market over the next 12 months. This is an ecosystem that is experiencing dramatic growth and change so we believe it is crucial attendees gain an edge in an increasingly competitive market. Day 1 is for professional investors only. Hear from leading experts on the…
Free
Date & Time: 22nd May 2024 (11:00) - 23rd May 2024 (17:00)
Location: In Person
New legislation coming into effect on 26 October 2024 strengthens the protections available to employees from sexual harassment, by introducing a new duty on employers to “take reasonable steps” to prevent sexual harassment. …
Free
Date & Time: 13th Jun 2024 (11:00 - 12:00)
Location: In Person
Change is happening, both at a macro level and within our industry. Governments are legislating for mandatory sustainability disclosures and new rules and regulations are constantly being announced while impacts on firms are still being evaluated. The PIMFA ESG Seminar aims to provide attendees with the latest information firms will require to ensure they are ready for what is coming and the opportunities these changes…
£125.00 – £250.00
Date & Time: 19th Jun 2024 (9:00 - 16:30)
Location: In Person
The EU Digital Operational Resilience Act (DORA) entered into force on 16 January 2023 and will be applicable from 17 January 2025. The deadline for financial services businesses to comply is fast approaching and some of DORA's requirements will take time to meet, including remediating contracts to meet DORA's prescriptive requirements. In this webinar, our experts will provide you with the essential knowledge to navigate…
Free
Date & Time: 20th Jun 2024 (13:30 - 14:30)
Location: In Person