Rise to the challenge

It’s all in the detail

The Paraplanner Conference 2018

Tuesday 12 - Wednesday 13 June 2018
Jurys Inn Hinckley Island Hotel, Hinckley, Leicestershire

Find out more View the programme
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The conference experience

If you're looking to boost your paraplanning skills and become an exceptional paraplanner then you've come to the right place. The CISI’s dedicated conference for paraplanners returns on Tuesday 12 to Wednesday 13 June 2018 and offers inspiring content from leading paraplanners across the country. 

Designed by paraplanners for paraplanners, this conference will provide you with the latest tools and techniques to help you progress in your role and RISE TO THE CHALLENGE.

An incredibly worthwhile couple of days out for any Paraplanner, not only for the advertised sessions but being able to learn and share ideas with fellow Paraplanners.

Mike Dyke CFPTM APP Chartered MCSI, Paraplanner, Buckle and Partners

There is always something which I can take from the conference which changes how I work or how my firm works.

Robert Dimbleby, Paraplanner, Harrison Beale & Owen Financial Services

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.

Karen Beckley, Paraplanner, Mazars Financial Planning

Providing you with up to 8.5 hours of structured CPD, the programme will equip you with practical tools and techniques to enhance your paraplanning skills, as well as develop new ones. In addition, the conference will provide an excellent opportunity to network with your fellow paraplanners in a relaxed environment.

Tuesday 12 - Wednesday 13 June 2018

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

Day 2: Conference: 08:30 - 17:00 



View the programme
Book your place today

Why attend #paraconf?

This conference is essential for paraplanners at all levels – including outsourced paraplanners. 

  • Gain up to 8.5 hours of structured CPD
  • Attend inspiring and interactive sessions, with content selected by our Paraplanner Interest Group Committee
  • Explore technical developments affecting paraplanners
  • Network with over 100 paraplanners, share ideas and best practice
  • Attend sessions on financial planning after divorce, behavioural biases, risk and uncertainty, helping clients get the right outcomes, later life planning
  • Benefit from a 3-hour pre-conference workshop on building relationships, negotiation and body language
  • Relax at the infamous three-course dinner and join in the #Paraconf challenge for a chance to win an Amazon Echo!
  • Hear a closing motivational speech inspiring you to 'rise to the challenge'

This conference is open to all - non-members of the CISI are welcome to attend.

Conference Programme Summary

How paraplanning has changed my life and lets me do what I love - helping clients get the right outcomes
Aleksandra Sasin, Chief Paraplanner, Navigatus
Working relationships with financial planners – overcoming differences of opinion
Michelle Meredith & Martin Ruskin CFP™ Chartered MCSI, Paradigm Norton
Behavioural biases
Martin Lines, Business Development Director, JUST

Conference Speakers

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

*New* Remi Aiyela
Partner, Gunnercooke
Dan Atkinson APP MCSI
Head of Technical, EQ Investors and member, CISI Paraplanner Interest Group Committee
*New* Dr Ed Coats
Adventurer, Motivational Speaker and Obstetrician
Farida Hassanali CFP™ APP
Chartered MCSI

Paraplanner, UBS Wealth Management and Chair, CISI Paraplanner Interest Group Committee
Michelle Meredith
Senior Financial Planner, Paradigm Norton
Martin Ruskin CFP™
Chartered MCSI

Paradigm Norton and Chair, Financial Planning Forum Committee, CISI
*New* Lisa Webster
Technical Resources Consultant, AJ Bell

Highlights from the CISI’s Paraplanner Conference 2017

With two-days of engaging paraplanning-led content, offering a variety of sessions, expert speakers and fantastic networking opportunities, there was no surprise that attendees had come from far and wide to join the ‘league of extraordinary paraplanners’.  Attendees learnt about the latest paraplanning views and best practices, which included: paraplanning for later life, suitability and disclosure, the future of ethical investing, pensions, report writing, due diligence on platforms, trust and tax planning, and cashflow modelling.

Mandy Hickson, the UK’s first female fighter pilot, closed the conference with a truly inspirational session on ‘being extraordinary’. Attendees left the conference feeling inspired to be extraordinary paraplanners with lots of new ideas to take back to the office.

Find out more and view last year's programme

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With thanks to our sponsors and exhibitors

Lead sponsor and exhibitor

 

Workshop sponsor and exhibitor

 

Media partner

 

Sponsors and exhibitors