Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.

Veteran Financial Planner Francis Klonowski has won the prestigious Certified Financial Planner of the Year Award in the CISI Annual Awards.

The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme.

To mark World Poetry Day on Sunday leading Paraplanner Caroline Stuart FPFS has penned an ‘Ode to Paraplanning.’

The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.

The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online. 

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed. 

A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.

The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.

Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.