THE PIMFA CASS ACADEMY
THE PIMFA TRANSACTION REPORTING ACADEMY
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LearningAcademy
The PIMFA CASS Academy 2023
Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a…
3rd October 2023 09:00FIND OUT MORE
LearningTraining Courses
Reinforcing Customer Centricity: How Your Firm Can By July 2023, Meet The Exacting Standards Customer Support And Consumer Understanding Under Consumer Duty
It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s…
2nd November 2023 00:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: Imposter or talented over-achiever? Nov 2023
Even though you’ve achieved some success in your career, do you sometimes feel like an imposter? The Imposter Syndrome is…
9th November 2023 13:00FIND OUT MORE
LearningLive Learning
PIMFA Live Online Learning: Financial Promotions: fair, clear and not misleading in 2023
There is no room for complacency for PIMFA member firms regarding financial promotions. The FCA has just announced that it…
22nd November 2023 09:30FIND OUT MORE
LearningWebinars
PIMFA Webinar: M&A in Wealth Management: Trends, Challenges and Opportunities
Whether your firm is preparing to acquire or ready to sell, implementing a best practice approach to M&A is very…
23rd November 2023 11:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: Authentic Leadership Programme ‘Find out more’ November 2023
We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader…
27th November 2023 12:45FIND OUT MORE
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