CISI Paraplanner Conference 2022: Insights and Highlights from the Online Event
The Chartered Institute for Securities & Investment (CISI) has made a remarkable transition to online events since the onset of the pandemic, and this year’s annual Paraplanner Conference is no exception. Scheduled for the afternoon of Wednesday, May 18, through Thursday morning, May 19, 2022, this virtual conference retains its status as one of the largest gatherings for paraplanning professionals in the UK. As the world adapts to new norms of professional interaction, the switch to an online format has not only allowed greater accessibility but has also catered to the rising demand for such engaging and informative platforms.
This year’s theme is "Power Up," a fitting choice that underscores the importance of arming paraplanners with the skills and knowledge needed to thrive in challenging financial landscapes. In line with this theme, the registration process incorporates a nostalgic 8-bit game, making the booking experience both enjoyable and memorable.
The CISI has emphasized that the conference will deliver “fresh content to support the central role Paraplanners have in client outcomes.” With 16 speakers scheduled to present, this conference promises a wealth of knowledge spanning technical information, career progression, and essential soft skills—a holistic approach to professional development.
Key Highlights and Speakers
The conference hosts a variety of distinguished speakers and crucial sessions aimed at enriching the paraplanner's arsenal of skills:
- Dr. Amy Cuddy - A renowned social psychologist and best-selling author, Dr. Cuddy will present on the topic of Presence, teaching attendees how to bring their boldest selves to significant challenges.
- Mark Goold, Technical Specialist at the FCA - Engaging in a thought-provoking conversation with Scott Daniels, Goold will tackle the blurred lines between regulatory requirements and internal firm procedures in a session termed "Mythbusters."
- Nicki Hinton-Jones CFA, Chief Investment Officer at Betafolio - She will provide a non-partisan and balanced examination of the active versus passive investment debate, a topic of great relevance in today’s financial landscape.
- Sarah Lees, CISI Paraplanner of the Year 2021 - As a senior paraplanner at Mazars, Lees will discuss overcoming imposter syndrome, a prevalent issue among professionals in high-stakes industries.
- Steve Martin CFP - The head of the Financial Planning Training Academy will shed light on constructing a meaningful financial plan by exploring its fundamental motivations.
- Fiona Hanrahan, Pensions Development and Technical Manager at Royal London - Hanrahan's focus will be on planning for longevity, with specific insights on strategies to prepare for age 75.
- Fiona Haughey CFP - Offering unique perspectives from Ireland on practices in paraplanning, Haughey will contribute valuable insights to international best practices.
The event promises attendees seven hours of Continuing Professional Development (CPD), a critical component in maintaining knowledge and skills in the evolving financial services landscape. CISI members can attend for free, while non-members can register for £99—a small investment for invaluable knowledge and networking opportunities.
Final Thoughts and Call to Action
Sally Plant, the CISI head of Financial Planning, stated: "With the theme this year of Power Up, we are committed to supporting our fantastic Paraplanning profession to further build their expertise with our cutting-edge speaker programme. The Paraplanner skill set is integral to client outcomes and understanding client’s needs." This statement underscores the conference’s ambition to equip paraplanners with not just the technical skills necessary and the insight into client management that are pivotal in a successful financial career.
With so much valuable content being shared, it's clear the CISI Paraplanner Conference is not to be missed. Whether you are a seasoned paraplanner, just beginning your career, or a firm interested in enhancing the capabilities of your team, attending the conference can be a game-changer. Don’t hesitate to register and take the next step in your paraplanning journey.
For more information about this year's conference, visit CISI Paraplanner Conference 2022: Power Up Online. And if you're interested in further financial insights, consider these articles that complement the themes of the conference: