Paraplanner panel discusses capacity for loss

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

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Paraplanners debate ethical Financial Planning dilemmas

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.

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CISI Conference: From marine biology to Paraplanning

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

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Conference: Centralised retirement propositions explained

Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.

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