This is the third year the conference has been held by the IFP, exclusively for the needs of Paraplanners.
Speakers include Richard Allum CFP^CM from The Paraplanners, Tony Wickenden from Technical Connection and Justin Urquhart-Stewart from Seven Investment Management.
Topics include tax, operational best practice, Financial Planning, communication skills and portfolio construction.
There will also be panel sessions with leading Paraplanners on dealing with Financial Planners and successful report writing.
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Cathi Harrison CFP^CM from Para-Sols, Kim Bendall CFP^CM from The Paraplanners and Claire Goodwin from Taylor Oliver will be discussing working with clients and planners. This will be followed by Rachel Styles from Cooper Parry, Charlene Edwards from Brunel Capital Partners and Abraham Okusanya from Finalytiq looking at report writing.
The day will be split into keynote sessions and two tracks to enable delegates to get the most from their attendance.
Delegates will learn how to add value to their firms and clients and network and share best practice with other Paraplanners.
The conference will be held at the Chesford Grange Hotel near Warwick and preceded by a dinner on 22 May.
Tickets cost £165 for the conference, dinner and accommodation or £67.50 for the conference only.
To book visit the IFP website at www.financialplanning.org.uk

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