Monday, 11 June 2018 10:10

Paraplanners head to Midlands for CISI conference

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CISI Paraplanner Conference 2018 CISI Paraplanner Conference 2018

The CISI’s annual Paraplanner Conference will get under way tomorrow and is expected to attract more than 120 attendees.

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 Wednesday, the main conference day 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 be sessions on a range of technical 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.

• Financial Planning Today will be covering the conference and Tweeting from the event at @FPTodayMagazine - keep an eye out tomorrow and Weds for our coverage.


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