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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
There is currently a significant industry and regulatory spotlight on consumer vulnerability, and it is paramount that firms are able to identify, support and achieve good outcomes for vulnerable customers. The data requests of the wealth management industry and subsequent Dear CEO letters since November 2023 have shown this as a high priority and the expectation from the FCA that this is led from the…
Free
Date & Time: 24th Oct 2024 (14:00 - 17:00)
CPD: 3
Location: In Person
In April 2023, FCA’s Sarah Pritchard highlighted at City Week that while cryptoassets are growing in popularity, many consumers don’t fully understand the risks involved. This lack of understanding poses significant risks not only to consumers but also to firms. With the introduction of consumer duty, firms face substantial consequences if they fail to meet regulatory standards. Join our live event to discover key strategies…
Free
Date & Time: 30th Oct 2024 (10:30 - 11:30)
Location: In Person
Ready Steady Grow! is an event for the investment ecosystem in Cambridge EISA is back in Cambridge for another event that brings the EIS and VC ecosystem together to learn and connect. Join us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space, from founders to funds. Date: 5th November, 2024, registration from 16:00 BST Venue: Mills…
Date & Time: 05th Nov 2024 (16:00 - 19:30)
Location: In Person
The Chartered Institute for Securities & Investment (CISI) Bristol & Bath Committee are delighted to invite you to join them at this Women In Wealth Event at the University of Bristol whereby undergraduates and professionals in the industry will gain insight from the journeys of many esteemed women in the industry. Join us on 6 November at Bristol University for the CISI Bristol & Bath…
Free
Date & Time: 06th Nov 2024 (13:00 - 17:00)
Location: In Person
Ready Steady Grow! is an event for the investment ecosystem in Belfast EISA is back in Belfast for another event that brings the EIS and VC ecosystem together to learn and connect. Join us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space, from founders to funds. Date: 6th November 2024, registration from 16:00 BST Venue: Ormeau…
Date & Time: 06th Nov 2024 (16:00 - 19:30)
Location: In Person
Pay transparency, both as a value in itself and as an element of pay equity, is rapidly becoming a pivotal issue across the globe. Driven by legislation, regulatory activity, and cultural expectations, the rapid pace of change makes it essential for organisations to stay informed and prepared. In this session our panel of lawyers from the U.S., UK, Ireland and Belgium will review the trends…
Free
Date & Time: 08th Nov 2024 (8:00 - 17:00)
Location: In Person