MARCH 2020


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CISI 2016 Paraplanner Conference and Exhibition

The Chartered Institute for Securities & Investment (CISI) is delighted to invite you to the 2016 Paraplanner Conference and Exhibition, leading with the theme – Getting Better Never Stops!

With focussed content and expert speakers organised by the Institute’s new Paraplanner Professional Interest Group, this two day event will provide the paraplanning community with relevant knowledge and tools to tackle the challenges of today and tomorrow.

There will be a pre-conference workshop on report writing and data visualisation on 25 May 2016 along with a welcome dinner. The main conference will take place on 26 May 2016 and include five keynote addresses and ten technical and personal development sessions delivered by a range of expert speakers.

Date: Wednesday 25 May & Thursday 26 May 2016

Venue: Chesford Grange, Kenilworth, Warwickshire CV8 2LD

Time: Day 1: Pre-conference Workshop: 12:30 – 17:15; Welcome drinks reception: 19:00; Conference dinner: 19:45. Day 2: Conference: 08:20 – 17:00

CPD: Up to 10 hours CPD

Price: Please see package options. Book before 22 April and get a 5% discount. Simply enter the code ppearly when prompted during the registration process.

For more information and to book your place visit

Why you should attend

In keeping with the theme, the CISI is aiming to build on the success of previous years to make this year’s conference the best ever, and the premier meeting point for the paraplanning community.

Here are some key benefits to gain from attending:

• Attend the pre-conference workshop and learn advanced report writing and data visualisation techniques
• Learn how to influence clients and colleagues – with lessons provided by a former advisor and British Army Lieutenant Colonel
• Understand how technology can help shape the paraplanning process
• Gain an update on how market movements and macro level factors will influence the delivery of advice moving forward
• Learn how to champion ethical behaviour, with an interactive session delivered by the CISI
• Enhance your personal skills through an advanced Microsoft Excel session
• Find out the latest updates across tax efficient investments, inheritance tax, cash flow modelling, risk and pensions
• Gain CPD hours through relevant and thought provoking sessions
• Network and relax with your peer groups to share experiences and discuss best practices
• Meet with relevant suppliers throughout the conference in our exhibition area

Conference Programme Summary

Below are highlights of the day. You can view the full agenda here

Day 1 (25 May 2016)

• Pre-Conference Workshop Sponsored by Octopus Investments
• Telling compelling stories using data
• How people interpret visual information
• Report writing made simple
• Drinks reception
• Dinner – Sponsored by ETF Securities

Day 2 (26 May 2016)

• Getting better never stops
• Influencing with impact – leadership and teamwork lessons from the front line
• Technology trends in the paraplanning process
• The investment outlook and implications for paraplanners
• Championing ethical behavior

Stream sessions

• Advanced Excel skills
• Tax efficient investments
• Understanding and communicating risk to your clients
• Developing a career path in paraplanning
• Cash flow modelling techniques
• New developments in inheritance tax
• Workflow management strategies
• Understanding company accounts and ratio analysis – advice for small firms
• The new tapered pension allowance
• Overcoming the challenges ahead

Conference Sponsor

iress logo

About the CISI
The Chartered Institute for Securities and Investment is the professional body of choice for professionals in the securities and investment industry in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, we have a global community of more than 40,000 members in 116 countries and last year more than 40,000 CISI exams were sat in 80 countries.

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