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CISI Annual Conference 13-14 June 2017

24 May 2017

The CISI’s annual Paraplanning conference is taking place this year on 13-14 June at the Jury’s Inn, Hinckley Island Hotel, in Hinckley Leicestershire.

With a superhero them – The League of Extraordinary Paraplanners – and hosted by Dan Atkinson of EQ Investors and Farida Hassanali of UBS, sessions include a half-day excel training workshop, paraplanning for later life and vulnerable clients, suitability and disclosure, sustainable withdrawal strategies, the future of ethical investing and breakout sessions on pensions, report writing, due diligence on platforms, trust and tax planning and cashflow modelling.

For more information and to book click here: CISI conference

Highlights of the event include:

 

 

 

 

 

 

 

 

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