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PIMFA
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> The PIMFA ESG Academy for Wealth Managers
> Regulatory Policy & Compliance
> Talent, Inclusion, Diversity & Equity
> Under 40 Leadership Forum
 * News & Insights
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 * Faculty
 * Schedule

 * News & Insights
 * Fees
 * Faculty
 * Schedule

 * What You’ll Learn
 * Is It for me?
 * The Difference

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 * What You’ll Learn
 * Is It for me?
 * The Difference

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DEMANDS ON CASS FIRMS HAVE NEVER BEEN GREATER.

Research shows that firms continue to fall foul of time-consuming and expensive
CASS audits, and even those firms with a mature understanding of the CASS rules
aren’t immune to escalating CASS audit fees. The problem often isn’t with
knowing the CASS rules – many strategies are well understood – but with
execution and application.

Sponsored by


View Details

Is it right for me?




THE LEARNING EXPERIENCE



The PIMFA CASS Clients Academy (CCA) is a unique learning experience for member
firms who, not content to keep up with CASS requirements, seek to expand their
knowledge and strengthen their internal capabilities to arrest rising CASS audit
fees and ensure the number of incidences and breaches reported to the FCA
continues to drop. 

Find Out More


A UNIQUE LEARNING EXPERIENCE

The PIMFA CASS Clients Academy (CCA) is a unique learning experience for member
firms who, not content to keep up with CASS requirements, seek to expand their
knowledge and strengthen their internal capabilities to arrest rising CASS audit
fees and ensure the number of incidences and breaches reported to the FCA
continues to drop.

Register Now


DETAILS

Faculty
Schedule
Fees
Faculty
The CASS Clients Academy (CCA) is developed and taught by former regulator and
Head of Regulatory Compliance, European for Standard Chartered bank, Katharine
Leaman who supported by a team of senior CASS practioners, CASS auditors
alongside the FCA, bring a wealth of CASS experience, insights, consulting, and
battle tested research to address the complex challenges facing CASS firms.

Find Out More
Schedule
View the full schedule here
Fees

Dates / OptionsEight Live Online Workshops Early bird fee offer before 6th July
2023£2,750 plus VAT Member Rate
£3,250 plus VAT Non-Member RateFee after the 6th July 2023£3,250 plus VAT Member
Rate
£3,750 plus VAT Non-Member Rate

Find Out More


Sponsored by




INTERESTED IN FINDING OUT MORE?

Philip Allen | Head of Learning | learning@pimfa.co.uk


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