1 event,
PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust
2 events,
This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases, ethical and compliance considerations and tangible value creation.
2 events,
In this live, two-hour interactive, online training course Ocorian consultants reveal how wealth firms can effectively meet their obligations to detect and prevent market abuse, from setting adequate surveillance frameworks to ensuring they have appropriate governance arrangements in place.
2 events,
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.
5 events,
Join us for Session 3 of our Consumer Duty Series. Learn practical approaches to monitoring, evidencing, and embedding Consumer Duty across your organisation.
This 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.
Start the series with practical insights on how to effectively test and evidence consumer outcomes under the FCA’s Consumer Duty. This session, led by PwC experts, will cover proven methodologies, data-driven approaches, and governance practices to help firms meet regulatory expectations and deliver good outcomes for clients.
4 events,
Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline.
Join industry leaders and peers for inspiring discussions, networking opportunities, and actionable insights on driving diversity and empowering women in wealth management.
Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing.
2 events,
This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice.
2 events,
PIMFA has the pleasure to announce that the date has now been set for the upcoming PIMFA Senior Leadership Summit 2025.
The event is open to senior member firm colleagues, and strictly by invitation only. The aim is to provide a forum where tailored content relevant to C-Suite sector leaders will be presented by best-in-class experts, with opportunities to then network, engage and discuss with peers under Chatham House conditions.
The event is open to Wealth Management firms CEOs and nominated guests only.
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond