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    Event Type: Learning +1

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    Podcasts

    A podcast is a program made available in digital format for download over the Internet. For example, an episodic series of digital audio files that users can download to a personal device to listen to at a time of their choosing.
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    Webinars On Demand

    View previously-recorded PIMFA Webinars.
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    M&A Due Diligence: Getting It Right Before (and After) the Deal

    In wealth and advice, most deals don’t fail at completion. They fail months later. …
    Get Tickets Free
    Date & Time: 30th Apr 2026 (8:30 - 12:45)
    CPD: 3 Location: Grant Thornton UK LLP
    Briefing
    Learning
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    PIMFA Women’s Symposium 2026

    Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
    Get Tickets £350.00 – £1,100.00
    Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
    CPD: TBC Location: London Excel
    PIMFA Events
    Symposium, Awards and Networking
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    PIMFA Learning: Customer Vulnerability: Applying and Implementing PIMFA’s guidance in your firm

    Ensure your firm meets regulatory expectations and delivers fair outcomes for vulnerable customers. This session provides practical steps to apply PIMFA’s Customer Vulnerability guidance, embed best practices, and strengthen your approach to identifying and supporting vulnerable clients. …
    £350.00 – £450.00
    Date & Time: 28th Jan 2025 (14:00 - 17:00)
    CPD: 3 Location: In Person
    Learning
    Live Learning
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    PIMFA Learning: Non-Financial Misconduct: Guidance and Toolkit To Avoid Non Compliance

    Non-Financial Misconduct (NFM) is now a boardroom issue. Workplace behaviours such as harassment, bullying, discrimination and abuse are, in the eyes of the regulator, indicators of a poor workplace culture, lacking diversity and inclusion in your firm. High-profile cases from the past year and the recent FCA D&I Consultation Paper (CP23/20) underscore that non-financial misconduct poses a significant business risk that needs addressing. …
    £400.00 – £500.00
    Date & Time: 29th Jan 2025 (10:00 - 12:00)
    CPD: 2 Location: In Person
    Learning
    Live Learning
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    PIMFA Live Online Training: Operational Resilience Self-Assessment: Writing and preparing your document to meet the FCA’s March 2025 deadline

    In this live, tutor-led online course, Richard Preece, Chair of PIMFA’s Operational Working Group, assists you to avoid the pitfalls firms make when drafting your self-assessment …
    £400.00 – £500.00
    Date & Time: 10th Feb 2025 (9:30 - 12:30)
    CPD: 3 Location: In Person
    Learning
    Live Learning
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    PIMFA Webinar: The Duty to Prevent Sexual Harassment

    Understand the new duty to prevent sexual harassment in the workplace, explore regulatory expectations, and learn practical steps to create a safe and compliant culture. …
    Free
    Date & Time: 25th Feb 2025 (11:00 - 12:00)
    Location: In Person
    Learning
    Webinars
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    PIMFA HR Briefing 2025 – HR Leaders Looking Back, Moving Forward: 2024 Summary and 2025 Kick-Off

    PIMFA HR Briefing 2025 - HR Leaders Looking Back, Moving Forward: 2024 Summary and 2025 Kick-Off. …
    Date & Time: 04th Mar 2025 (14:00 - 15:00)
    Location: Virtual
    HR Briefing
    Learning
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    PIMFA Webinar: M&A in Wealth: Trends and Predictions in 2025

    Explore the latest trends and predictions shaping mergers and acquisitions in wealth management for 2025, and discover strategies to seize emerging opportunities. …
    Free
    Date & Time: 06th Mar 2025 (11:00 - 12:00)
    Location: In Person
    Learning
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