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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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CREATED:20250120T111453Z
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UID:319760-1746604800-1746639000@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Don’t miss the 19th edition of the Morningstar Investment Conference UK on May 7\, 2025\, at Sancroft\, St. Paul’s\, London! \nThis engaging one-day event offers valuable insights into market trends\, strategies\, and research tailored for financial advisers and fund selectors. With customised content tracks\, attendees can choose the topics that matter most to them. Leading experts and influential speakers will address the key issues shaping the investment landscape. \nExpect dynamic presentations\, interactive panel discussions\, and excellent networking opportunities covering market outlooks\, portfolio management\, investment strategies\, and regulatory updates. Stay ahead in today’s fast-paced market—register now. \nAny question please contact: Sarah Rouse or email: investment.conferenceuk@morningstar.com
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2/
CATEGORIES:Industry Events
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DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T090912
CREATED:20240612T121202Z
LAST-MODIFIED:20250701T073134Z
UID:310730-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
DESCRIPTION:Research shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers. \nThis event will take place in person on the 20th and 21st of May 2025 \n20 St. Andrew Street\, London\, EC4A 3AG \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/pimfa-cass-academy-2025/
CATEGORIES:Learning,Programmes
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DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T090912
CREATED:20250326T171253Z
LAST-MODIFIED:20250701T073127Z
UID:324300-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
DESCRIPTION:Research shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers. \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-cass-academy-2025/
LOCATION:cbre\, 20 St Andrew Street\, London\, EC4A 3AG\, United Kingdom
CATEGORIES:Learning,Programmes
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DTSTART;TZID=Europe/London:20250520T160000
DTEND;TZID=Europe/London:20250520T183000
DTSTAMP:20260420T090912
CREATED:20241213T121506Z
LAST-MODIFIED:20251113T124640Z
UID:319573-1747756800-1747765800@www.pimfa.co.uk
SUMMARY:PIMFA Associate Members Briefing 2025
DESCRIPTION:Join us for the 2025 Associate Members Briefing on May 20\, 2025.\nWe will explore topics such as regulation\, operations\, taxation and others and provide an opportunity to discuss with PIMFA staff specific issues important to the membership. \nThis event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership.\nAttendees will also benefit from networking opportunities with other industry professionals. \nThis event is free for PIMFA Associate Members. To book your place please go to tickets and complete the registration form. If you have any questions please email us on events@pimfa.co.uk \nPlease note – you must be logged in to your PIMFA account in order to see and book your tickets. \nEvent Details:\nDate: 20 May 2025\nVenue: To be announced – central London\nTime: 16:00 – 18:30\nFREE for PIMFA Associate Members
URL:https://www.pimfa.co.uk/event/pimfa-associate-members-briefing-2025/
CATEGORIES:Briefing,PIMFA Events
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