We are delighted to announce further details on our upcoming Investment Committee Seminar with Adam Kelly, Head of Adviser Distribution (UK) joining us from EdenTree.
Professional Paraplanner is hosting it’s first event of 2026 in a matter of weeks, with our Investment Committee Seminar taking place in London on 5th March 2026 and the agenda is shaping up to be a pretty packed one.
Here’s what to expect from EdenTree:
Sustainable Investing Now: Opportunities, Threats and What Good Looks Like
Sustainable investing has moved from buzzword to battleground: regulation is sharper, flows are choosier, and clients expect evidence.
In this 40‑minute, session built for paraplanners and financial planners, we cut through the noise.
You’ll get a clear view of the UK SDR labels & anti‑greenwashing rules, a pragmatic take on today’s opportunities and risks, and holdings‑level case studies from EdenTree portfolios (from grids & electrification to water infrastructure and AI‑enabled platforms) that you can lift straight into client conversations and file notes.
Leave with a due‑diligence checklist, the language to avoid greenwashing, and three learning outcomes you can tick off with confidence.
This is just one of the sessions on our agenda and is a day not to be missed by paraplanners that have an active part in their firm’s Investment Committee, have an interest in markets and investments or are currently studying towards an exam in this arena.
Our CPD accredited seminar will take place on 5 March 2026 at the ETC Venues, 8 Fenchurch Place, London, EC3M 4PB. It will run from approximately 9am-3pm, with lunch supplied.
