The CISI’s dedicated conference for paraplanners

Jury’s Inn, Hinckley Island, 13 – 14 June 2017


About the conference Meet the speakers Programme summary Packages & rates Book now Sponsors & Exhibitors

About the conference

Not every superhero wears a cape and becoming an extraordinary paraplanner is no mean feat. It requires hard work, focus, continuous learning and integrity. Moreover, possessing the required knowledge, skills and behaviours is of paramount importance to becoming an extraordinary paraplanner.

The CISI’s extraordinary Paraplanner Interest Group committee are here to help you every step of the way. Led by Farida Hassanali, the committee would like to invite you to the CISI’s 2017 Paraplanner Conference – sponsored from the front by Just (formerly Just Retirement).

Providing you with up to 8 hours of structured CPD, the programme has been developed to provide you with practical tools and techniques to improve your current skill set, as well as develop new ones. In addition, the conference will provide an excellent opportunity to network with your fellow paraplanners in a relaxed residential environment.



Karen Beckley, Paraplanner, Mazars Financial Planning

"The conference was the best I've attended. Very well organised, I learned a great deal and truly loved listening to every single speaker. The atmosphere was energising and it felt exciting to be a part of what feels like an upcoming movement and recognition of paraplanners."

13 & 14 June 2017

Day 1: Pre-conference Workshop: 12:00 - 16:30; Welcome drinks reception: 18:00; Conference dinner: 19:00

Day 2: The Conference: 08:20 - 17:00 

Up to 8 hours
Please see package options
Jury’s Inn, Hinckley Island Hotel
Burbage
Hinckley LE10 3JA

Why you should attend

This conference is essential for paraplanners at all levels – including outsourced paraplanners, watch highlights from last years conference. Non-members are welcome to attend.

  • Gain up to 8 hours of structured CPD
  • Enjoy topics selected by the CISI’s Paraplanner Interest Group committee
  • Network with over 100 paraplanners from across the country
  • Benefit from a 3-hour pre-conference workshop on Microsoft Excel
  • Relax at the infamous pre-conference three course dinner, quiz and drinks
  • Understand how to plan for vulnerable clients and how ethical investing works
  • Meet with the conference sponsors at your discretion in the exhibition area
  • Attend 1 hour 15 min break-out streams on topics including: DB transfers, report writing, divorce planning, trust/tax planning, cashflow modelling and platform due diligence
  • Hear a closing motivational speech from the UK’s first female jet fighter pilot
  • Be informed of the CISI’s plans to grow your profession

Meet the speakers

The conference will bring together a variety of financial sector experts including: 

Dan Atkinson APP ACSI
Head of Technical, EQ Investors 
Paul Cobley CFP™ Chartered MCSI
Director, Oak Barn Financial Planning
John Ditchfield
Co-Chair, Ethical Investment Association 

Bob Gordon
Pensions Consultancy Manager, Standard Life

Farida Hassanali CFP™ APP Chartered MCSI
Paraplanner, UBS Wealth Management

Chris Hewitt
Technical Specialist, Financial Conduct Authority

Mandy Hickson
Former Fighter Pilot, Royal Air Force

Jan Holt
Head of Business Development Team, Just (Formerly Just Retirement)

Julie Lord CFP™ Chartered FCSI
Director, Prestwood Software

Ian Maston
Owner, Mastoni Tax

Abraham Okusanya CFP™ APP Chartered MCSI
Director, FinalytiQ Limited

Mark Polson
Principal, the lang cat

Judith Rowe
Solutions Support Manager, AXA Technology Services 

Heather Tracey
Report Writing Expert

Conference Programme Summary

Below are highlights of the day. View the full agenda

Excel Training
Judith Rowe, Solutions Support Manager, AXA Technology Services
Paraplanning for later life and vulnerable clients
Jan Holt, Head of Business Development Team, Just (Formerly Just Retirement)
Suitability and disclosure - what you need to know
Chris Hewitt, Technical Specialist, Financial Conduct Authority
The future of ethical investing
John Ditchfield, Co-Chair, Ethical Investment Association
Sustainable withdrawal strategies
Abraham Okusanya CFP™ APP Chartered MCSI, Director, FinaltiQ Limited
Motivational session: being extraordinary
Mandy Hickson, Former Figher Pilot, Royal Air Force

 

Pre-register for the breakout sessions

Click here to modify your registration and secure your place at the sessions you would like to see before they become full. You will then be able to view the program and make your session selections. Changes to your session options can be made up until Friday 9th June although some sessions may have reached capacity by that time.
If necessary, you can also make changes to your personal details and certain other aspects of your booking.

13.30 stream sessions
Stream A

DB or DC pensions? - advising with confidence
Bob Gordon, Pensions Consultancy Manager, Standard Life
Stream B

Best practice report writing
Heather Tracey
Report Writing Expert
Stream C

Planning for divorces
Paul Cobley CFPTM Chartered MCSI, Director, Oak Barn Financial Planning
15.15 stream sessions
Stream A

Trust and tax planning
Ian Maston
Owner, Mastoni Tax
Stream B

Cashflow modelling
Julie Lord CFPTM Chartered FCSI, Director, Prestwood Software
Stream C

Due-diligence on platforms
Mark Polson
Principal, the lang cat

Packages & rates

Conference & dinner package Conference only
CISI Member £84.00 £70.00
3+ CISI Member (group booking) £79.80  £66.50 
Non-member £115.00 £88.00
3+ Non-member (group booking) £109.73  £83.79 

Join in on Twitter #paraconf

Take part in the conference discussion online using Twitter. Voice your views to the speaker panel, attendees and the wider online community.

Follow the CISI on Twitter @CISI and remain updated about the Institute’s global and local activities and initiatives.

Are you a member of our LinkedIn group? We now have over 10000 members who have joined our LinkedIn group - Chartered Institute for Securities & Investment Official – and this continues to grow.

The Venue

13 & 14 June 2017

Day 1: Pre-conference Workshop: 12:00 - 16:30; Welcome drinks reception: 18:00; Conference dinner: 19:00

Day 2: The Conference: 08:20 - 17:00 

Jury’s Inn, Hinckley Island Hotel
Burbage
Hinckley LE10 3JA
Book now