CISI unveils Paraplanner Conference 2021
- Wednesday, 10 March 2021
- Articles
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.
Read more...Chloe Moran: How planners can educate the young
- Tuesday, 02 March 2021
- Comment
After countless times saying to my friend, “You should worry less about what happens if you get hit by a bus and die, and more if you get hit by a bus and live, do you have Powers of Attorney?” I decided that young people should probably be a bit more clued up about personal finances matters so it’s now become a bit of a personal mission to do something.
Read more...Paraplanner qualifies as PFS Fellow at 21
- Tuesday, 26 January 2021
- Articles
A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.
Read more...SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
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