Latest Events

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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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  11x Tech Insight Seminars Confirmed for 2018 – SIGN UP NOW – NEW Regions!!

  We are delighted to announce that in 2018 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2017 series, we are taking the event to six more locations across the UK. Last year we hosted over 200 paraplanners at five venues, we hope to reach...

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  What paraplanners are saying about the Technical Insight Seminars

  Hear in this short video what paraplanners attending the 2017 Technical Insight Seminars thought of the day. Professional Paraplanner has scheduled 11 Technical Insight Seminars for 2018. Attendance is free for paraplanners. Our aim is to bring the events to more areas making it easier for paraplanners around the country to attend. Our speakers are keen to...

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  Dates and Venues Confirmed for the Technical Insight Seminars 2017

  We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even more locations. Expanding on the success of the 2016 series, we are taking the event to Edinburgh and Birmingham, along with our usual London, Bristol and Manchester venues. Our schedule for 2017 is now confirmed: 9th...

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