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DTSTART;TZID=Europe/London:20230420T110000
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UID:266095-1681988400-1681992000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar Staying a step ahead – how to identify and respond to regulatory ‘hot topics’
DESCRIPTION:  \nThere are lots of regulatory publications to keep on top of. Enforcement notices and Dear CEO letters often contain rich insight into the thoughts and priorities of Regulators. At a minimum\, they require consideration and assessment as to what they mean for you. Indeed\, it is common in Final Notices for reference to made to previous regulatory soundings\, that meant the firm should have been on notice to the particular concerns. And so\, these publications almost become pseudo-rules in their own right. However\, with the volume and length of these documents\, demonstrating your reasonable steps is not easy. \nIn this FREE 60-minute webinar\, the team at Avyse Partners cut through the noise\, highlighting for you the essential regulatory requirements\, themes and messages you might have missed from recent announcements. \nThis webinar will: \n\n\n\nMake sense of recent FCA Enforcement notices and Dear CEO letters\nExtract for you the most salient points from the regulator’s most recent documents & speeches\nMake your life easier by tackling forthcoming regulatory headwinds using Avyse FREE gap analyse tool\nSupport you avoid committing the same regulatory breaches and failings as your peers
URL:https://www.pimfa.co.uk/event/pimfa-webinar-staying-a-step-ahead-how-to-identify-and-respond-to-regulatory-hot-topics/
CATEGORIES:Learning,Webinars
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DTSTART;TZID=Europe/London:20230426T140000
DTEND;TZID=Europe/London:20230426T150000
DTSTAMP:20260503T162654
CREATED:20230404T204247Z
LAST-MODIFIED:20251120T141824Z
UID:271926-1682517600-1682521200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar-  Candid Conversation- The challenges facing women as they progress their careers in wealth and financial advice April 2023
DESCRIPTION:  \nFinancial firms have made progressive steps to be a more inclusive environment that is open for women\, but the glass ceiling remains very much in place. This invisible barrier\, which hinders women from rising to leadership positions\, has come to the attention of regulators keen to see that firms to proactive measures to tackle inequality. \nJoin Caroline Holt\, leader of PIMFA’s Authentic Leadership programme for women\, Sarah Wulff-Cochrane\, Principal at UK Finance and Jayne Newton\, Head of Policyholder Tax for Royal London on Wednesday\, 26th April 2023\, from 2.00 pm to 3.00 pm for a candid conversation to explore the unique set of challenges facing women as they progress their careers within the wealth and financial advice sector. \nOur panellists will share their own personal experiences\, discuss what they see happening for other women in the industry and talk about what’s helped them and other women to step up and embrace success.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-candid-conversation-the-challenges-facing-women-as-they-progress-their-careers-in-wealth-and-financial-advice-april-2023/
CATEGORIES:Learning,Webinars
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DTSTART;TZID=Europe/London:20230427T093000
DTEND;TZID=Europe/London:20230427T123000
DTSTAMP:20260503T162654
CREATED:20230216T115733Z
LAST-MODIFIED:20251120T132313Z
UID:266117-1682587800-1682598600@www.pimfa.co.uk
SUMMARY:PIMFA Online Training Course: Meeting Your Clients ESG Needs under Consumer Duty – Principles and Practices Your Advisor Population Need To Know And Adopt
DESCRIPTION:It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approach to assessing a client’s ESG preferences will stand up to regulatory scrutiny through the lens of Consumer Duty. \nIn less than seven 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 causing foreseeable harm and enabling customers to achieve their financial objectives. \nSo how can your firm meet these exacting expectations by 31st July? \nThis CPD Accredited and CISI Endorsed course takes you step by step through a framework your firm can adopt to improve your approach to client suitability\, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding. \nIn addition\, a follow-on coaching session with your trainers\, at no extra cost\, ensures your advisor population not only meets their regulatory obligations\, but have a playbook to develop a deeper\, closer relationship with their clients. \nIn this live\, interactive\, tutor lead online training course\, we take you through how you can: \n\n\n\nUpdate your current approach to suitability to align with the new Consumer Duty before the 31st July.\nCascade to your advisor population a proven\, best practice approach to improve how they assess their ESG client preferences.\nDeploy ‘ready to use’ approaches your advisors and wealth managers can immediately use to evidence a clearer and higher standard of care to the regulator\, while meeting client needs and expectations.\nAchieve genuine competitive advantage in client experience giving you the tools and support you need to build the capabilities of your client facing teams.\nLeverage Consumer Duty as a catalyst for commercial growth based on growing a values based purpose driven wealth management business.\n\n\n\nPost course coaching \nA highlight of this training course is the inclusion of one-to-one coaching to support you implement key learnings of this training course within your firm. Alongside your coach\, you will discuss your action plan for executing your newly learnt approaches and how to overcome expected or unexpected execution obstacles. \nWho should attend? \nHeads of Sales who\, looking to build and maintain a strong sales pipeline\, want their team to develop a deeper level of engagement\, based on their values with both prospects and existing clients. \nTraining & Competency Supervisors who want to provide the highest levels of training and competence of their financial advisors\, wealth managers or financial planners. \nCompliance Heads and Senior Management who want: \n\n\n\nAdopt a best-in-class approach to customer verified outcomes adopted and embedded across all their intermediaries.\nTo put in place the essential ingredients support commercial growth.\n\n\n\n  \n  \n If you are a Philantrophy Impact member\, please email learning@pimfa.co.uk to receive your discount code for tickets \n 
URL:https://www.pimfa.co.uk/event/pimfa-online-training-course-meeting-your-clients-esg-needs-under-consumer-duty-principles-and-practices-your-advisor-population-need-to-know-and-adopt/
CATEGORIES:Learning,Live Learning
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