CISI flagship Paraplanner Conference shifts to London

The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.

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Dan Atkinson: So what does the CISI do for Paraplanners?

For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. The are far from just being certificate generating exam providing organisations.

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Chloe Moran: From Paraplanner to Financial Planner – my journey

Although I fell into Financial Planning by chance, as soon as I understood the profession and the various roles I knew that my goal was to be a Financial Planner.

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Paraplanner launches platform cost comparison tool

Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online platform cost comparison tool.

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