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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
LearningTraining Courses
PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance Feb 2024
Register your interest now   According to the Financial Conduct Authority, ‘senior jobs are still mostly for the boys’. And,…
6th February 2024 00:00FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Masterclass: How to Prepare, Write and Review Your First Consumer Duty Board Report
The FCA expects your first Consumer Duty Board report to be ‘signed, sealed, and delivered’ in less than five months.…
16th May 2024 09:30FIND OUT MORE
LearningLive LearningTraining Courses
PIMFA Live Online Learning: Mastering Your Ongoing Compliance with Consumer Duty
The FCA review of Consumer Duty implementation within payment firms published in October 2024 found that just over half were…
20th November 2024 09:30FIND OUT MORE
LearningTraining Courses
PIMFA Learning: Customer Vulnerability: Applying and Implementing PIMFA’s guidance in your firm
Customer vulnerability is a complex area that PIMFA member firms must get right. Ultimately, it is about identifying customers with…
28th January 2025 14:00FIND OUT MORE
LearningTraining Courses
PIMFA Learning: Non-Financial Misconduct: Guidance and Toolkit To Avoid Non Compliance
Non-Financial Misconduct (NFM) is now a boardroom issue. Workplace behaviours such as harassment, bullying, discrimination and abuse are, in the…
29th January 2025 10:00FIND OUT MORE
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