There will be 6 hours of CPD available for attendees and the event will be concluded by welcoming in 2020’s Paraplanner of the Year.
The keynote speaker is Kat Mock ACSI, director and head paraplanner at Unity Paraplanning and the CISI’s Paraplanner of the Year 2019. She will share all her stories of success, failure, self-doubt and struggle from her illustrious paraplanning career to date which led her to launch her own paraplanning business. She will also share her top technical tips and answer questions from the audience.
There will also be two streams running throughout a large portion of the event.
Topics covered during the virtual conference include identifying vulnerable clients, wealth transfer and inheritance tax, ESG investing, cashflow modelling, compliance and how paraplanners and Financial Planners work together.
CISI members can claim a free ticket as part of their membership package. Non members can also purchase tickets.
The CISI Annual Financial Planning Conference has also gone virtual and will be held on 13 to 14 October with up to seven hours of CPD available.