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CISI announces Paraplanner Conference 2021

15 March 2021

The CISI has announced that its  annual Paraplanner Conference will take place on 19/20 May.

The online event will open on the afternoon of 19 May and continue the morning of 20 May, with 15 sessions planned over the two days.  The Conference theme is ‘Managing the Mix’, which recognises the critical, behind-the-scenes role of the paraplanner in refining the financial planning process.

Tickets are free for CISI members, and will cost £99 per person for non-members.

Confirmed opening speakers are Mark Goold, Senior Associate, Financial Conduct Authority with an opportunity to put your questions to the regulator, and chartered paraplanner Pippa Oldfield, winner of the CISI Paraplanner of the Year Award 2020.

A stream session on Excel will be hosted by Judith Rowe, Microsoft Office trainer, having run a stand-out session last year, along with an ethics session featuring real-life dilemmas by the CISI’s Professional Standards and Ethics Manager, Amrita Bhogal.

Sally Plant, CISI head of Financial Planning (pictured) said: “I’m so looking forward to meeting our fantastic community of paraplanners at this year’s conference. Our artwork for the conference features the soundboard used in music to obtain the perfect mix.  It represents the breadth of considerations, the detail and understanding of the clients’ needs and goals that a paraplanner has to pull together accurately. The feedback from last years’ conference demonstrates what a must go-to event this is for the paraplanning profession.”

The full programme is not available as yet but booking information can be found at: cisi.org/PP21

Professional Paraplanner