Latest Events

• Professional Paraplanner Team Leader Seminar – February 2020

  Highlights from the Professional Paraplanner Team Leader Seminar - February 2020

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  Register today for one of our 2020 events

  For 2020 Professional Paraplanner is expanding its series of highly successful events designed specifically to meet the needs of paraplanners.

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  2020 Technical Insight Seminars – Registration Open

  We are delighted to announce that registration for our Technical Insight Seminars 2020 is now open. For 2020 Professional Paraplanner is expanding its series of highly successful events, which are designed specifically to meet the needs of paraplanners. The events are open only to paraplanners and are free to attend and CPD accredited. We...

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  BMO launches Educational Hub and Seminars – November and December 2019 dates announced

  BMO Global Asset Management has launched a new initiative – BMO Adviser Edge – an educational hub aimed at helping all those involved in the financial advice process to ensure they are up-to-date and to increase their knowledge and skills.

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  Technical Insight Seminar: Reading – 7 workshop line-up confirmed

  Paraplanners attending the Professional Paraplanner Technical Insight Seminar in Reading on 23 October 2019 will get access to a line up of 7 speakers running workshops on a variety of topics – including ex-Regulator Rory Percival, who will be speaking about Capacity for Loss and how firms should be assessing this key piece of financial...

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  2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

  Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events, we are looking to take the events out to even more paraplanners in 2019. The dates and locations are listed below. Some seminars were oversubscribed this year, so if you’d like to attend a venue...

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  Technical Insight Seminar – 5 speaker take-aways

  We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what they said. The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join...

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  The CISI Paraplanner Conference 2018 – Rise to the Challenge

  The Chartered Institute for Securities & Investment (CISI) is delighted to invite you to the 2018 Paraplanner Conference on 12-13 June 2018, leading with the theme – Rise to the Challenge. This year’s Paraplanner Conference programme, designed by the Paraplanner Interest Group Committee for paraplanners, focuses on the day-to-day paraplanning challenges you face and...

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