THE PARAPLANNER
CONFERENCE 2024

The CISI are pleased to provide financial reimbursement for this event under the Paraplanner Scholarship. Please complete the form and a member of the team will review your application.

Your full name

How many years have you worked within the financial planning & Paraplanning profession?

0-2

3-4

What is your motivation to attend the 2024 CISI Paraplanning conference?

How does your firm support you with your career development?

Pays for exams only

pays for exams and gives study time

Pays for exams

Study time and supports you to attend CPD events

What is the best piece of learning you have done in the last 12 months? (This could be event, podcast, book, online learning, topic)

Are you willing to engage with and support the paraplanning profession?

Yes

Not sure

Which paraplanning communities are you a member of? Eg. Paraplanner Assembly, Next Gen Planners, The Paraplanner Club, etc

Do you have a defined career role mapped out or in mind?

Paraplanner

Financial Planner

Administrator

Not sure

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THE PARAPLANNER CONFERENCE 2024

THE PARAPLANNER
CONFERENCE 2024