Paraplanner Interest Group

The new CISI Paraplanner Interest Group provides the opportunity to network with colleagues, listen to paraplanning focused presentations, engage in open discussion and share ideas and concerns amongst other interested parties within this area of financial planning.

The Interest Group, chaired by Farida Hassanali CFPᵀᴹ APP, Chartered MCSI, will run at least four Interest Group events a year. The Interest Group is open to all CISI members - Chartered members, FCSI, MCSI, ACSI, Affiliates and any non-CISI members with a passion for Paraplanning.

In addition to the Paraplanner Interest Group events, the committee also plays a key role in the planning of the CISI Paraplanner Conference. 

Key features

  • CISI members with all levels of experience and seniority are welcome
  • Non-members with a keen interest in Paraplanning are also welcome
  • Speakers are leading professional sector specialists
  • Programmes are designed to meet the specific needs of the Parraplanning community
  • Events count towards your annual CPD target, as attendance hours are automatically logged if you use the CISI CPD Scheme
  • Light lunch included and an opportunity to network with like-minded professionals

Find out more

If you would like to join the Paraplanner Interest Group mailing list to hear about future events, please contact:

  ppig@cisi.org
 +44 20 7645 0652

Committee members

Farida Hassanali CFPᵀᴹ APP, Chartered MCSI, Paraplanner, UBS
Richard Allum CFPᵀᴹ APP, Chartered MCSI, Managing Director, The Paraplanners
Kim Bendall, Director, The Paraplanners
Alex Lannin CFPᵀᴹ APP, Chartered MCSI, Paraplanner, Francis Clark
Nick Grogan CFPᵀᴹ APP, Chartered MCSI, Paraplanner, PWS Financial Consulting
Mike Dyke CFPᵀᴹ APP, Chartered MCSI, Senior Paraplanner, Buckle Green and Partners
Dan Atkinson APP ACSI, Senior Technical Consultant, EQ Wealth
Katie Fosberry, Technical Assistant, Eight Four Two Ltd