The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.

The conference will be an online event for the second year and the CISI has asked Paraplanners to book tickets now.

The event will open on the afternoon of 19 May and continue the morning of 20 May, with 15 sessions over two days.  

The conference theme is ‘Managing the Mix’. The CISI says this title recognises the “critical, behind-the-scenes role of the Paraplanner” in refining the Financial Planning process. 

Tickets are free for CISI members but will cost £99 per person for non-members. Booking details at cisi.org/PP21. 

Confirmed #paraplanning21 opening speakers include Mark Goold, senior associate, Financial Conduct Authority, who will also provide an opportunity to put questions to him, and Chartered Paraplanner Pippa Oldfield, winner of the CISI Paraplanner of the Year Award 2020. Just returns as lead sponsor for 2021.

A stream session on Excel will be hosted by Judith Rowe, Microsoft Office trainer, along with an ethics session featuring real-life dilemmas by the CISI’s professional standards and ethics manager, Amrita Bhogal. 

More than 200 attended the CISI’s first online Paraplanner conference in 2020, booking from 26 countries including United Arab Emirates, Nigeria, Cyprus, Switzerland and India. 

Sally Plant, CISI head of Financial Planning and a former Paraplanner, said: “I’m so looking forward to meeting our fantastic community of Paraplanners at this year’s #paraplanning21 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 CISI says the full #paraplanning21 programme will be unveiled shortly.

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