The annual event will be taking place in Coventry, with a superhero theme. The event has been billed as the League of Extraordinary Paraplanners, inspired by the movie.
It will be starting with a workshop on Tuesday aimed at improving Paraplanners’ practical skills. Later that evening there will be a dinner and networking before the main line up the following day.
The CISI Paraplanner Interest Group has put together the agenda.
Conference co-chair Farida Hassanali CFPTM Chartered MCSI told Financial Planning Today: “The conference will end with someone truly extraordinary.
“Mandy Hickson was one of the first female pilots on the frontline in the Royal Air Force and reminds us that with hard work and self-belief anyone can achieve their ambitions.”
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Co-chair Dan Atkinson FPFS APP ACSI, a Chartered Financial Planner, said: “Like many delegates I am really looking forward to hearing from Mandy Hickson the former fighter pilot on the topic of being extraordinary. It will round off the conference well and picks up on our theme. Not every superhero wears a cape and becoming an extraordinary Paraplanner is no mean feat!"
Ms Hassanali, a Paraplanner at UBS and chair of the Paraplanner Professional Interest Group, said: “The main conference incorporates several key topics such as vulnerable clients, ethical investing and sustainable withdrawals throughout the morning with more technical topics being covered in the afternoon stream sessions.
“There will be plenty of take aways for both experienced and more junior Paraplanners alike so we really hope you can join us for what will be a memorable conference packed full of valuable CPD.”
Mr Atkinson, head of technical consultant at EQ Investors and IFP Paraplanner of the Year 2014, said: “Not to be missed is the annual Paraplanner dinner which Farida and I will be hosting again. I dare say that some of the activities will pick up on the superhero theme.
“It will be a pleasure to meet many Paraplanners and I would encourage any wavering souls to take the plunge. The conference is shaping up to be another fun event.”
The Tuesday workshop will build on Excel skills, after positive feedback from a training stream session last year.
Mr Atkinson said: “Last year we helped delegates sharpen their writing skills and consider how infographics could help make reports better. This year’s workshop day aims to equip Paraplanners to use Excel to lighten their load and produce powerful analysis.
“Once again we have a combination of big sessions and breakout sessions. To be honest I can’t decide which sessions to go to as they are excellent. We have expert speakers covering topics from cashflow modelling through to platform due diligence.”