The Paraplanner Conference 2018

Thank you to everyone who joined us at the CISI’s annual Paraplanner Conference 2018 – Rise to the challenge. Over 100 paraplanners and financial professionals attended the annual meet-up which was packed full of technical and soft skill based sessions to help delegates to ‘rise to the challenge’ and progress in their career.

This year’s event was packed full of technical and soft skill based sessions to help delegates to ‘rise to the challenge’. Sessions included: How to get more out of all of your meetings, Behavioural biases, Managing working relationships, How paraplanning has changed my life, Pensions, Risk and Uncertainty and more.

We would like to thank our lead sponsor, Just, and our conference sponsors and exhibitors for supporting this year’s conference and dinner.

Share your feedback. Take our conference survey Book your place at the Financial Planning Conference

What people are saying

An excellently arranged conference, pitched for paraplanners with great variety

Ameeta Rana, Head of Operations,
RIverfall Financial

A great place to meet like-minded people

Simon Wallis-Taylor, Paraplanner,
Fiscal Engineers

A great conference. Very inspirational and the content was perfect!

Chloe Illman, Paraplanner
Catherdral Finman

Fascinating speakers and a very easy place to network

Paco Tisdink, Tranee Financial Planner, Hannay Robertson Financial Planning



With thanks to our sponsors and exhibitors

Lead sponsor and exhibitor

 

Workshop sponsor and exhibitor

 

Media partner

 

Sponsors and exhibitors