The two day Chartered Institute for Securities & Investment’s Annual Paraplanner Conference is getting under way today. 

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The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.

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Benchmark Capital, the owner of several financial and Financial Planning firms, has launched an academy to train the next generation of Chartered Financial Planners.

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Wealth manager St James’s Place has boosted its partnership numbers with 155 newly-qualified financial advisers and 74 new Paraplanners - 229 in total. 

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Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.

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Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

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Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

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The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.

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To mark World Poetry Day on Sunday leading Paraplanner Caroline Stuart FPFS has penned an ‘Ode to Paraplanning.’

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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.

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