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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
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: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
According to a recent survey, '60% of professionals surveyed across financial services have reported an increase in DSARs over the past year' and '51% have received complaints from data subjects about a data subject access request (DSARs)'. This is not surprising – customers and clients who are unhappy, or want to find out information which is held on them, are more cognisant than ever of…
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
For the past 6 years, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee. Its purpose is to bring together bright minds to debate, research and consider pressing issues facing our industry. Their findings result in a report, which is published and widely circulated. You can download the 2022 report here At the event…
Date & Time: 13th Dec 2023 (14:00 - 18:00)
Location: In Person
Following March’s successful Roadshow, the PIMFA team are heading back to Bristol for another Regional. The PIMFA team, along with our guest speakers, are looking forward to greeting attendees on the day. Our Roadshows provide you with the opportunity to meet and listen to SME's on relevant industry topics. This time we will be covering: Agenda: 10:00-10:30 - Registration & Coffee 10:30-11:00 – Regulatory Update…
Free
Date & Time: 14th Dec 2023 (10:00 - 15:00)
CPD: 3
Location: In Person
Join us for a webinar discussion on the Sustainability Disclosure Requirements and investment labels regime and a deep dive into the final rules and guidance. The Sustainability Disclosure Requirements and investment labels regime aims to help consumers navigate the market for sustainable investment products. The rules introduce: An anti-greenwashing rule for all FCA-authorised firms. The FCA is also consulting on supporting guidance. Naming and marketing…
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person
Register your interest now According to the Financial Conduct Authority, ‘senior jobs are still mostly for the boys’. And, whilst more regulated financial services firms are treating gender diversity as a business priority, the evidence on a sector level would suggest women still remain under-represented at senior management and leadership levels. As a leadership development program for women in finance and wealth, we directly…
£3,750.00 – £4,250.00
Date & Time: 06th Feb 2024 (0:00 - 23:59)
CPD: 12
Location: See description for details