CISI Paraplanner Conference 2018: Polar adventurer to host

With just over one month to go until the event, taking place 12–13 June, the host has been revealed as BBC adventurer Dr Ed Coats

dr ed
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Dr Coats is billed as “adventurer and motivational speaker”.  He has appeared on TV on the BBC’s The coldest classroom on Earth, where children with special educational needs were taken to the Arctic as a challenge beyond the classroom.

There will also be more than ten speakers and motivational and technical sessions at the event at the Jurys Inn, Hinckley Island, Leicestershire.

The first day of the two-day conference will include a session on how to adapt your approach to gain greater cooperation, improved empathy and easier agreement.

On the second day, Martin Lines, business development director of lead conference sponsor JUST, will examine the FCA’s outlook on behavioural biases, discuss the practical implications of the multitude of FCA papers published on the subject, and challenge delegates on their approach to this topic.
"Built by paraplanners, for paraplanners"

Aleksandra Sasin of Navigatus Outsourced Paraplanning will inspire delegates with ‘How paraplanning has changed my life and lets me do what I love: helping clients get the right outcome’, and Michelle Meredith and Martin Ruskin CFPTM Chartered MCSI, both of Paradigm Norton, will run a session on ‘Working relationships with financial planners – overcoming differences of opinion’.

Technical streams will also be offered, including a look at financial planning after divorce, and a session on ‘Risk and uncertainty’ with Gerald Ashley, expert on behavioural risk, disruptive change and decision-making from Newcastle University.

The final session for day two will be a highly unusual motivational session on the theme ‘Rise to the challenge’.

Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning, said: “Our Paraplanner Interest Group Committee has been instrumental in helping us shape a two-day programme of compelling content, combining soft and technical skill sessions.

"The programme was built by paraplanners, for paraplanners.”

Published: 11 May 2018
  • Financial Planning
  • Paraplanner Conference 2018

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