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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
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
The Finance Magnates London Summit FMLS:23 is the year's most exclusive and premium event. This outstanding event is specialised particularly for the fintech, payments, digital assets, and online trading industries, and will take place from November 20th to 22nd, 2023, at the famous Old Billingsgate in London. 2.5 days of unequalled networking and knowledge-sharing possibilities. With a historic attendance of 3500+ industry experts, this is…
Date & Time: 20th Nov 2023 (17:00) - 22nd Nov 2023 (20:00)
Location: In Person
There is no room for complacency for PIMFA member firms regarding financial promotions. The FCA has just announced that it amended or withdrew 1,507 promotions by 54 authorised firms between April – June 2023. Digging through the details of the statement reveals that retail investments and retail lending were the sectors with the highest amend/withdraw outcomes, totalling 70% of interventions with authorised firms. Consumer Duty…
£250.00 – £350.00
Date & Time: 22nd Nov 2023 (9:30 - 11:30)
CPD: 2
Location: In Person