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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
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. Why is T&C so critical under the new Consumer Duty? Taking centre stage of your approach to Consumer Duty is…
£350.00 – £400.00
Date & Time: 08th Jun 2023 (13:30 - 15:30)
CPD: 2
Location: In Person
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. This 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. Join Caroline Holt, leader of PIMFA’s Authentic Leadership programme for women, Anna…
Free
Date & Time: 16th Jun 2023 (13:45 - 14:45)
Location: In Person
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. So, at 10am…
Free
Date & Time: 22nd Jun 2023 (10:00 - 11:00)
Location: In Person
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. In 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…
Free
Date & Time: 29th Jun 2023 (11:00 - 12:00)
Location: In Person
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. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the…
Free
Date & Time: 30th Jun 2023 (12:45 - 13:45)
Location: In Person
The Morningstar Investment Conference is built around cutting-edge research, insights that bubble up the key messages of that research, and analysis that spots trends and patterns to help you see the big picture. And now’s the perfect time to put it all to work. It’s time to take stock of our goals, realise new opportunities, and build the future. Our flagship event helps investing professionals…
£19,90
Date & Time: 04th Jul 2023 (8:00 - 18:00)
Location: In Person