Access the conference portal

Please note you will only be able to access the portal if you have booked a ticket. Please check your emails for full joining instructions and use the email address that you registered with. If you are unable to gain access, please contact

Managing the mix

Following the success of our 2020 online conference, this May we bring you 15 different sessions as we consider how paraplanners apply critical thinking, controlling a range of aspects to create the perfect mix within a financial plan.

Refresh and perfect your knowledge, with breakout sessions where you can network and compare perspectives with paraplanners from around the world – last year we had attendees from over 25 countries!

What others are saying

This was both my first CISI conference and fully online conference and I was surprised at how slick, technical & enjoyable it was.
Claire Hyde
It gave a real sense of why I was on the event, but also a great sense of belonging to a community.
Yamina Bensalah
I was really impressed and think it will be tough to beat!
Jacqueline Gaffney

Conference programme

We have worked hard with the Paraplanner Interest group committee to craft the perfect line up of speakers, encompassing a great mix of technical, career progression and soft skill sessions to make this an experience you cannot afford to miss. Browse the full programme and book your ticket today.

View the programme


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

Susan Cain

New York Times Bestselling Author

Judith Rowe

Microsoft Office trainer

Martin Lines

Development and Events Director, Just Group

Amrita Bhogal

Professional Standards Manager, CISI

Brian Radbone

Head of Technical Services, Transact

Pippa Oldfield

Senior Paraplanner & Assistant Manager, Mazars

Mark Goold

Senior Associate, Financial Conduct Authority

Fiona Hanrahan

Royal London

Mark Pittaccio CFP™, Chartered MCSI

Your Behavioural Economist

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


Everyone is invited to attend this brilliant conference. CISI members can come to the conference for free as part of their membership package. Not a CISI member yet? No problem. You can still purchase a ticket using the options below, or become a member and benefit from the complimentary access alongside many other member benefits.

The paraplanner Conference + the big paraplanner social

Wed 19 May 2021 (12:30 - 16:30 BST)
Thu 20 May 2021 (09:30 - 13:00 BST)

6.5 hours of CPD

15 sessions, including breakout sessions for smaller groups

An opportunity to network globally
Member price
Bookings now closed
Non-member price
Bookings now closed
By registering to attend The Paraplanner Conference 2021 Online, I acknowledge that my name, company name and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.
Booking terms & conditions apply.