CISI Paraplanner Conference 2022: Power Up Online
The Chartered Institute for Securities & Investment (CISI) is once again bringing its annual Paraplanner Conference to an online audience in 2022, responding to the evolving needs of its participants and the growing popularity of virtual events. Scheduled for the afternoon of Wednesday, May 18, and continuing into the morning of Thursday, May 19, this year’s conference is themed 'Power Up,' inviting Paraplanners to elevate their knowledge and skills through an engaging and informative program.
Since its transformation from an in-person event to a fully online format during the pandemic, the CISI Paraplanner Conference has successfully adapted to the challenges posed by global circumstances. As one of the largest and most significant events dedicated to Paraplanning in the UK, it aims to deliver fresh, relevant content that reinforces the crucial role Paraplanners play in shaping favorable client outcomes. The #Paraplanning22 conference promises to be both enlightening and enriching for attending professionals.
This year’s event will feature a remarkable lineup of 16 speakers who are set to provide insights across technical topics, career progression tips, and essential soft skills sessions for Paraplanners. Participants will have access to seven hours of Continuing Professional Development (CPD) content, marking an invaluable opportunity for those eager to enhance their abilities and contribute to the industry’s future.
Key Speakers and Highlights
Among the esteemed speakers gracing the conference stage will be Dr. Amy Cuddy, a social psychologist, best-selling author, and award-winning lecturer from Harvard, whose TED talk on presence is one of the most viewed talks in history. Dr. Cuddy will delve into her insights on "Presence: Bringing Your Boldest Self to Your Biggest Challenges," a topic crucial for Paraplanners looking to assert themselves in impactful conversations with clients.
In a fascinating session titled “Mythbusters,” Mark Goold, a Technical Specialist at the FCA, will engage in conversation with Scott Daniels, Director, and Co-founder of Plus Group. This discussion is particularly relevant given the ongoing evolution in regulatory requirements and the need for firms to make informed decisions within their internal procedures.
Other notable sessions include Nicki Hinton-Jones’s exploration of the "Active/Passive Question", a critical evaluation for investment strategies, and Sarah Lees, the CISI Paraplanner of the Year 2021, who will share her experience on "Shaking Off Imposter Syndrome"—a common challenge in the financial planning realm.
Networking Opportunities and Expert Insights
Not only does the conference promise significant knowledge sharing, but it also emphasizes the importance of networking within the Paraplanning community. Attendees will have ample opportunities to connect with peers and industry leaders, fostering relationships that can lead to new collaborations and mentorships in their careers.
The sessions have been meticulously curated to ensure they meet the demands of modern Paraplanning. Ending with a keynote from Fiona Haughey, an Associate Director at Davy, participants will gain perspectives on the nuances of Paraplanning from Ireland, broadening their understanding of the field’s international dimensions and best practices.