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PIMFA Events
PIMFA Virtual Event: Investment Firm Prudential Regime Briefing
The FCA is designing a new prudential framework specifically for UK MiFID firms, but influenced by the Investment Firm Regulation…
4th February 2021 12:00FIND OUT MORE
PIMFA Events
PIMFA Virtual Fest V2 2021
Following on from the HUGE success of the inaugural PIMFA Virtual Fest in June 2020, PIMFA is proud to announce…
9th March 2021 09:30FIND OUT MORE
LearningLive Learning
PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance COHORT 2
According to the Financial Conduct Authority, ‘senior jobs are still mostly for the boys’. And whilst more regulated financial services…
30th March 2021 00:00FIND OUT MORE
ConferencePIMFA Events
Financial Crime & Cyber Resilience Conference 2021
The PIMFA Financial Crime & Cyber Resilience Conference is a 2-day event where attendees will have access to industry leading…
21st April 2021 09:30FIND OUT MORE
LearningWebinars
PIMFA Webinar: Professional Indemnity Insurance – the full story 2021
This 60 minute webinar will focus on the subject of Professional Indemnity Insurance for Wealth Managers from three perspectives: The…
27th April 2021 11:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: What type of ESG Investor is your client?
The research is clear the Covid pandemic has made people think more about investing sustainably. But how do advisors and…
5th May 2021 11:00FIND OUT MORE
PIMFA Events
PIMFA Event – Interactive Roundtable Series: Hybrid Adviser Model – What does a successful hybrid model look like? 2021
This event will explore some of the key considerations and challenges faced by Wealth Managers and Private Banks when adopting…
11th May 2021 10:00FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Transaction Reporting – How your firm can avoid errors, data issues and fines
Market Watch 65, published in September 2020 is the FCA’s third reminder to firms since April 2019 that they must…
13th May 2021 09:30FIND OUT MORE
LearningWebinars
PIMFA Webinar: How to build an innovative financial advisor in under seven months? 2021
Join Kidbrooke and Evida as they take you on the successful journey of digitalising a wealth management business. Here they…
19th May 2021 11:00FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Market Abuse 2021 refresher for Wealth Firms
The FCA expects all firms to have a deep understanding of their market abuse risk, and build control frameworks that…
10th June 2021 09:30FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live online Learning: Tax Evasion: What advisors and wealth managers need to know
In 2020 HMRC demonstrated through the number of probes into individuals and firms its commitment to tackling tax evasion. These…
1st July 2021 09:30FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Financial Promotions: Latest Developments & Refresher Session
Fundamental changes to the financial promotion regime are expected in 2021, as a result of a Treasury consultation. The FCA…
28th October 2021 09:30FIND OUT MORE
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