We are proud to bring you a truly interactive and unique online experience.

As always, there is plenty of CPD (6 hours) up for grabs and you can tailor your conference by choosing between soft skills and technical sessions.

However, the virtual format means you can refresh your knowledge on a multitude of subjects – from excel to cashflow modelling to climate change to DB transfers, and more – and still be home in time for tea. You will also attend intimate breakout sessions with paraplanners from around the world, including the inspirational Kat Mock ACSI (CISI’s Paraplanner of the Year 2019).

We’ll wrap up the formal part of day one by welcoming in 2020’s Paraplanner of the Year. But switch off at your peril; there’s a murderer on the loose and you’ll need your wits about you to find the culprit…

Take part in a virtual Murder Mystery like no other.

A murder investigation has been launched, after the body of internationally renowned lawyer, Laura Norder, was found last night at Cadaver Manor.

Initial reports suggest that Miss Norder was at the manor for a school reunion, with other party guests thought to include a high profile property tycoon and professional athlete.

There is a real sense of urgency in this case, to start ruling out suspects and catch the killer.


The conference will feature dozens of the most inspiring speakers from across the globe. Here are a few confirmed names.

Kat Mock ACSI

Director and Head Paraplanner, Unity Paraplanning & CISI Paraplanner of the Year 2019

Piers Connolly

Head of Professional
Standards, CISI

Judith Rowe

Microsoft Office trainer

Rob Tedder

Knowledge and Success
Manager, i4C

Keith Butten CFP™ Chartered MCSI

Director, Boosst Financial

Michael Cole-Fontayn

Chairman, CISI

Gareth Davies CFPTM

Specialist Business Development Manager, Individual Pensions | Pensions and Investments - Scottish Widows

Chris Hargreaves, Chartered MCSI

Independent Financial Adviser, Arrow Financial Services UK

Laura Janes

Founder and MD, Uniquity

Andy Jervis CFP™ Chartered MCSI

Chairman, Chesterton House

Ian King CFP™ Chartered MCSI

Ian King Financial Planning

Francis Klonowski CFP™ Chartered FCSI

Principle Klonowski & Co

Jacqueline Lockie CFP™ Chartered FCSI

Head of Financial Planning, CISI

Matthew Walne

Managing Director, Santorini Financial Planning

Nicola Watts CFP™ Chartered FCSI

Director, Jane Smith Financial Planning


CISI members can claim their free ticket for this conference as part of their membership package. Not a CISI member? No problem. You can still purchase a ticket.

If you booked for the physical conference you will receive an email explaining how to transfer or cancel your booking free of charge. We hope you can still join us.

The paraplanner Conference + the big paraplanner social

  • 24 September 2020 – 13:00 – 17:30 BST
  • 25 September 2020 – 09:00 – 12:00 BST
  • 6 hours of CPD
  • Two streams and breakout sessions
  • Peer-curated content
  • A fun unforgettable online challenge
Member price
Non-member price
or FREE when you become a member

Booking terms & conditions apply.