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).

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Paraplanner panel discusses capacity for loss

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

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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.

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CISI Conference: From marine biology to Paraplanning

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

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