Compliance and Training Solutions (CATS) is running its first online conference for paraplanners.
The conference takes place on June 26th, 2024, starting at 9:30 am, accessible via Microsoft Teams.
Martin and Mel Holman, directors of CATS, said: “After nearly two decades of empowering financial planners, IFAs, and paraplanners, we are thrilled to unveil our inaugural conference dedicated to paraplanners. This will be a power-packed day brimming with insights and giving you 6 hours’ worth of structured CPD.
Interactive sessions will include:
- Stay ahead with the latest Compliance Update from our very own Mel Holman.
- Navigate the landscape of Tax Efficient Vehicles with expert guidance from Guy Tolhurst of MiCap.
- Unlock the secrets of the New Pension world post LTA abolition with Philip Griffen from Quilter.
- Discover the art of Mentoring in the workplace with Sian Davies of Plan Works.
- Decipher the nuances between Due Diligence and research with insights from Chris Jones of DD Hub.
- Explore the realms of Tax and Estate planning alongside Francesca Gandolfi from HSBC.
- Elevate your communication skills with a Masterclass led by Melissa Kidd of Motem.
- Craft SMART client objectives with precision, guided by Caroline Stuart from Sparrow Paraplanning.
Each of these sessions will be underpinned with an element of compliance by Mel Holman so that paraplanners can share any questions or concerns they may have, for example, when preparing advice on pensions, looking at the various tax wrappers for investments, looking at advice and reports for VCTs and EISs.
CATS is offering Professional Paraplanner subscribers a discounted rate for the conference of £35 + vat.
Sign up HERE or to find out more information email: [email protected] and mention the code PPdiscount.
