Day one of the event, at the Jurys Inn Hinckley Island Hotel, Hinckley, Leicestershire, will feature pre-conference workshops on how your personality affects you and interpreting body language.
Then on 13 June the main conference will kick off with a welcome from Farida Hassanali CFP APP Chartered MCSI, Paraplanner, UBS Wealth Management and chair of the CISI Paraplanner Interest Group Committee and Dan Atkinson APP MCSI, head of technical, EQ Investors and member of the CISI Paraplanner Interest Group Committee.
There will then be sessions on a range of subjects including behavioural biases and the markets.
Then, Alexandra Sasin, chief Paraplanner at Navigatus, will deliver a presentation entitled ‘How Paraplanning has changed my life and lets me do what I love - helping clients get the right outcomes.’
Michelle Meredith, of Paradigm Norton, and Martin Ruskin CFP Chartered MCSI, also of Paradigm Norton and chair of the Financial Planning Forum Committee, will speak about working relationships with Financial Planners and overcoming differences of opinion.
Further sessions will explore Paraplanning after divorce, risk and uncertainty, later life planning and protection, before a motivational session with polar explorer and obstetrician Dr Ed Coats.
Visit the CISI website for more details.