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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. …
£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
Join us in Bristol for an engaging day of insights and networking at the PIMFA Bristol December 2023 Regional Roadshow. This event brings together industry experts and peers to explore the latest developments shaping wealth management and financial advice. …
Free
Date & Time: 14th Dec 2023 (10:00 - 15:00)
CPD: 3
Location: In Person
Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person
Examine the growing link between climate change and financial crime, and discover strategies to break this vicious cycle while safeguarding your firm’s resilience. …
Free
Date & Time: 25th Jan 2024 (11:00 - 12:00)
Location: In Person
An empowering session designed to help female leaders in wealth and finance embrace authenticity, build confidence, and lead with impact. Discover practical strategies to overcome challenges, unlock potential, and thrive in senior roles. …
£3,750.00 – £4,250.00
Date & Time: 06th Feb 2024 (0:00 - 23:59)
CPD: 12
Location: See description for details
Gain essential insights into the financial crime landscape for 2024, emerging risks, and practical steps to protect your firm and clients. …
Free
Date & Time: 15th Feb 2024 (10:00 - 11:00)
Location: In Person
Register now for this free, one-hour webinar on investment in EIS Knowledge Intensive funds from the Enterprise Investment Scheme Association. Date: 20th February 2024 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: ✅ In what ways are Knowledge Intensive (KI) EIS funds different to other EIS funds ✅ What tax…
Free
Date & Time: 20th Feb 2024 (10:00 - 11:00)
Location: In Person