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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
PIMFA is the trade association for the wealth management, investment services and financial advice sector. One of its roles is to promote talent, diversity and inclusion within this space, highlight best practice and develop initiatives to help build an industry which better reflects its increasingly diverse customer base. There are many instances of good practice which remain hidden or unrecognised. Businesses both large and small…
Date & Time: 12th Oct 2023 (18:30 - 23:00)
Location: In Person
At Newcastle Helix, Newcastle upon Tyne, NE4 5TF we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Newcastle – sign up here Registration from…
Date & Time: 17th Oct 2023 (16:00 - 19:30)
Location: In Person
At KPMG, The Soloist Building, 1 Lanyon Place, Belfast, BT1 6DH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Belfast – sign up…
Date & Time: 19th Oct 2023 (16:00 - 19:30)
Location: In Person
It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s investment preferences will stand up to regulatory scrutiny through the lens of Consumer Duty. In a matter of months, the FCA requires you to be able to evidence that your firm is putting themselves ‘in the shoes of your customers’, acting in good faith, avoiding…
Date & Time: 02nd Nov 2023 (0:00 - 23:59)
Location: In Person
At Thatcher Business Education Centre, Saïd Business School, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Oxford –…
Date & Time: 02nd Nov 2023 (16:00 - 19:30)
Location: In Person
Even though you’ve achieved some success in your career, do you sometimes feel like an imposter? The Imposter Syndrome is now recognised as a commonplace work experience - especially for career women. It has them attributing their success to luck, discounting their capabilities and fearing being ex-posed as a fraud. They constantly strive for better results and are generally high achievers as a result -…
Free
Date & Time: 09th Nov 2023 (13:00 - 14:30)
Location: In Person