Editor’s Comment: Paraplanning deserves better recognition

This week I attended the CISI Paraplanning Conference #paraconf19 held in the swish surroundings of the Crowne Plaza Hotel in Stratford-Upon-Avon (don’t worry I’m not about to fill this column with Shakespearean puns).

Read more...

Paraplanner panel discusses capacity for loss

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

Read more...

Paraplanners debate ethical Financial Planning dilemmas

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.

Read more...

CISI Conference: From marine biology to Paraplanning

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

Read more...