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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
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
Whilst some of the same financial crime compliance challenges remain and other risks emerge, what's clear is that reducing financial crime continues to be a FCA priority in 2024. The regulator’s dedicated financial crime function within Consumer Investments will be proactive in identifying firms with fraud, scams, money laundering or sanctions risk indicators using data and intelligence. Expect to see an increase in on-site visits…
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