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PIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers, MLRO/DMLOs, Heads of Compliance, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines, but develop the clarity, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm, creates value and enhances revenue opportunities. …
£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
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: 12
Location: London excel
PIMFA Learning comes to your office to supercharge your approach to AI adoption and implementation …
CPD: TBC
Location: In Person
We are delighted to announce that we will be hosting the PIMFA Spring Networking Reception on March 21st in London. Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. This will be a great opportunity to network with industry colleagues, industry stakeholders and…
Date & Time: 21st Mar 2024 (18:30 - 21:30)
Location: In Person
Expect inspiring keynote speakers, interactive panel discussions, and networking opportunities designed to connect professionals and share best practices. …
Free – £495.00
Date & Time: 16th Apr 2024 (9:00) - 17th Apr 2024 (14:00)
Location: In Person
The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research, insights, and analysis, enabling them to better serve their clients. As investors evolve and markets change, it is essential for advisors to continually develop their practices to meet the needs of today's investor. Register now for the 18th anniversary of the UK conference with…
Date & Time: 01st May 2024 (8:00 - 17:00)
Location: In Person
Discover practical strategies for simplifying your next CASS audit, reducing stress, and ensuring compliance with confidence. …
Free
Date & Time: 07th May 2024 (10:00 - 11:00)
Location: In Person
Deepen your expertise in client asset protection and stay ahead of evolving regulatory requirements with practical, hands-on guidance. …
£2,750.00 – £3,250.00
Date & Time: 14th May 2024 (9:00 - 12:30)
CPD: 18
Location: In Person
Get practical guidance on creating your first Consumer Duty Board Report. This masterclass covers key requirements, structure, and best practices to ensure your report meets FCA expectations and demonstrates good consumer outcomes. Learn how to prepare, write, and review with confidence. …
£400.00 – £500.00
Date & Time: 16th May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person