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Financial Services

Gain sector-specific technical support and expert opinions to keep you up to date in a fast-changing environment.

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Carbon neutral

ESG: the risks and opportunities

During September 2021 and October 2021, our event series enabled a better understanding of environmental, social and governance (ESG) risk.

Innovative SME funding

The crypto bubble might have burst, but digital assets are here to stay. Sean Kiernan, founder of Greengage, has high hopes that his innovative approach will boost funding for the UK’s SMEs.

UK bank resolvability

The Bank of England (BoE) has released its first public assessment of the preparations of the eight major UK banks under the Resolvability Assessment Framework (RAF).

Career paths - Lucy Merson

Training as an ACA continues to help after the move from corporate finance to private equity, recounts Connection Capital investment manager Lucy Merson.

What to include in your charity’s investment policy?

Why it’s important to get clear about your income and capital growth expectations, express your board’s risk appetite with a quantified risk budget and to communicate your priorities clearly to asset managers.

Webinars and virtual events

Did you know you get specialised webinars as part of your ICAEW Financial Services membership? With topics ranging from IFRS17, Climate Change, and opportunities to hear direct from UK regulators such as the FRC, FCA or the Bank of England.

Upcoming features

Date and time Webinar title Accessibility and cost  Booking 
6 July 2022 Beyond Bitcoin: Cryptoassets and associated tax challenges in 2022           . All members FOC  Register

See the full list of available events and webinars.

On-demand webinars and recordings

Date and time of event Webinar title Access your learning
 18 January 2022 CASS Audits 2022 (membership only)
Exclusive to ICAEW Financial Services members
this webinar gives a high-level run through of all you need to know regarding the CASS rules. Perfect for those planning for their CASS audit as well as practitioners preparing for their clients.
Access available recording
Multiple during September 2021 and October 2021 

ESG Risk Series
Topics discussed will follow the science-data-risk-reporting-assurance theme. This will enable you, the audience, to treat the series as an introduction to ESG principles and requirements and appreciate all the challenges of meeting them. 

Access available recordings 
26 May 2021 LIBOR Transition: The Regulators' View
This webinar is a fantastic opportunity to hear direct from the FCA and the Bank of England, on their perspective of LIBOR. Ideally suited to SMEs, but for all those involved in LIBOR 
Watch and listen here
01 March 2021

CASS Audits 2021 (membership only)
Exclusive to ICAEW Financial Services members, this webinar gives a high-level run through of all you need to know regarding the CASS rules. Perfect for those planning for their CASS audit as well as practitioners preparing for their clients.

Watch here
11 February 2021
COVID-19: A scientific perspective - looking to the future
Brought to you by the ICAEW Financial Services Faculty, this webinar provides a conversation with Professor Peter Piot of the London School of Hygiene & Tropical Medicine, Special Advisor on COVID-19 Research & Innovation.
Watch here

See the full list of on-demand webinars and recordings.

Female student and professional

LIBOR Transition: are you ready?

The use of LIBOR as a reference rate in loan agreements or derivatives will no longer be allowed from 2021. We outline the things all businesses need to do now to prepare for the end of LIBOR. Find out what you need to know.

Culture and purpose in financial services

Inspiring confidence

ICAEW's Inspiring Confidence campaign explores the issues affecting consumers and financial services providers in a rapidly changing world.

Banks, insurers and investment managers play vitally important roles within society, to encourage economic development and allow individuals and businesses to save, invest, insure and make payments. We must have confidence in them. Responsible providers, responsible consumers, better regulation and better information underpin this confidence.

Image of 3 Financial Services Faculty animals

Join Financial Services Faculty

Quality and integrity. Gain sector-specific (in either Banking, Insurance or Investment Management) technical support and expert opinions to keep you up to date in a fast-changing environment.