PIMFA
Learning
In the last year, PIMFA has delivered over 30 high-value learning events – totalling 100+ hours of development time for our members.
PIMFA’s learning team exists to equip member firms with the AI literacy, financial crime resilience and senior management capability required in a more complex regulatory and M&A-driven landscape—ensuring teams are skilled, confident and ready to lead with credibility.
With a growing portfolio of training and virtual learning opportunities, PIMFA is focused on helping member firms stay ahead of regulatory change while building the skills, confidence and capabilities of their people.
We draw on the expertise of 100+ associate member firms to create practical, CPD-relevant learning that connects policy, regulation, technology and real-world implementation through the following channels:
PIMFA leads the sector with four major, multi-touch programmes designed to support leaders, specialists and accountable individuals in the most high-impact areas of regulatory expectation and industry transformation.
These programmes blend strategic insight, deep technical learning, peer collaboration and real-world case studies.
Financial Crime Programme
PIMFA’s 12-month Financial Crime Programme strengthens firms’ AML/CTF frameworks, fraud prevention capabilities and governance to meet rising FCA expectations. It delivers practical, case-based learning tailored to the specific risks and operating models of wealth and advice firms. Find out more here
Senior Managers Programme (SMF Programme)
PIMFA’s 12-month SMF Programme equips senior leaders with the breadth and depth of regulatory understanding required for accountable decision-making. It helps SMFs anticipate risk, strengthen oversight and evidence readiness in a more data-driven supervisory environment. Find out more here
AI Leaders Incubator
The AI Leaders Incubator is a two-day high-energy, in-person action lab that builds leadership capability for safe, responsible and commercially valuable AI adoption. Run quarterly the Incubator, through real use cases and expert frameworks, gives leaders of member firms clarity and confidence on AI governance, ROI, risk and regulatory expectations. Find out more here
M&A Programme
PIMFA’s 12-month M&A Programme gives acquirers, sellers and investors the insight and tools needed to navigate consolidation confidently. It covers valuations, due diligence, integration and FCA expectations through a year-round schedule of summits, briefings and roundtables. Find out more here
- Hybrid Adviser Model
- Digital Assets and Crypto
- Financial Promotions
- Operational resilience
- Professional indemnity insurance
- Cyber resilience
- Sustainable investing and technology
PIMFA’s CPD-approved live online learning enable members to dive deep into the compliance, risk and regulatory topics that matter most to their firms – both now and in the future.
Our carefully selected subject matter experts use case studies, recent regulatory examples and lived experience to ensure learners can immediately apply what they’ve learned in their day-to-day roles.
It’s why members consistently rate PIMFA live online workshops 4+ out of 5.
Example topics delivered in the last 12 months include:
- Financial Promotions
- Business Wide Risk Assessment (BWRA)
- Consumer Duty – Outcomes Monitoring
- Consumer Duty – Fair Value Assessments
- Operational Resilience
- Non-Financial Misconduct
- Market Abuse
PIMFA streams FREE live and interactive 60-minute webinars keeping you right up to date with recent changes to regulation and guidance that you need to understand. Can’t make a live webinar? No worries catch up on past webinars at a time to suit you by visiting the PIMFA webinar library here
Short on time, but still want to know what’s trending in the world of personal finance? No problem, PIMFA podcasts are bite sized discussions between PIMFA policy experts and subject matter experts drawn from our PIMFA associate member firms. Typically, our podcasts review the recent news, consultation responses to the regulator and latest research conducted by PIMFA policy experts. Listen to our PIMFA podcasts whenever and wherever you are by visiting the PIMFA podcast library here
- Sponsorship
PIMFA has a comprehensive learning and events programme offering key opportunities for both high-level and technical information dissemination, peer debate and networking. Sponsoring provides you with a unique presence and visibility to key individuals within the industry.
The aim of PIMFA’s learning team is to design and deliver innovative learning solutions that support our member firms to upskill and reskill their teams with digital mindsets, regulatory ‘know how’ and exceptional CX that drives business success.
PIMFA live Learning