PIMFA
Learning
In the last year, PIMFA Learning has supported 1,311 professionals across more than 25 high-value learning sessions
PIMFA Learning helps member firms build the practical capability required to lead, govern and evidence good outcomes in a more complex regulatory, technological and commercial environment
From AI adoption and financial crime resilience to SMF accountability, Consumer Duty, vulnerability and M&A, our programmes help firms turn regulatory expectations into confident, practical action.
We draw on PIMFA’s policy expertise and the specialist knowledge of more than 100 associate member firms to create CPD-relevant learning that connects regulation, technology, commercial change and real-world implementation.
PIMFA’s flagship learning programmes are designed around the areas where member firms face the greatest pressure to evidence competence, control and accountability.
These programmes go beyond technical training. They combine regulatory insight, practitioner expertise, peer learning and real-world case studies to help firms turn complex expectations into practical action.
Our flagship portfolio supports firms across five critical capability areas:
Lead and govern AI adoption
PIMFA’s AI Leadership Programme and AI Leaders Incubator help senior leaders move beyond AI awareness and build the confidence to challenge suppliers, assess use cases, manage risk and evidence responsible implementation. Find out more here
Evidence senior-manager accountability
The SMF Regulatory Briefing Programme equips senior managers and accountable individuals with the regulatory context, judgement and practical insight needed to lead with confidence and evidence effective oversight. Find out more here
Strengthen financial crime resilience
PIMFA’s Financial Crime Programme helps firms strengthen AML, fraud prevention, sanctions, BWRA and governance frameworks in response to rising regulatory expectations and evolving criminal threats. Find out more here
Navigate growth, consolidation and change
PIMFA’s M&A Programme supports acquirers, sellers and investors with insight on valuations, due diligence, integration, regulatory expectations and the practical realities of consolidation across the wealth and advice market. Find out more here
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.
PIMFA Learning helps member firms build the capability to adapt, compete and evidence good outcomes in a changing market. Our programmes support firms to upskill and reskill their teams with the digital confidence, regulatory know-how, client focus and leadership capability needed to drive business success.
