Paraplanners will be making their way to Warwick today and tomorrow (22-23 May) for the Institute of Financial Planning's third annual Paraplanner conference.
The conference, held at the Chesford Grange Hotel in Warwick, is an annual fixture for the IFP and is now in its third year. Last year over 120 delegates attended the day.
The conference will officially by opened by IFP President Rebecca Taylor FIFP CFP
CM on 23 May but a pre-conference dinner will be held this evening (22 May).
Financial Planner will be covering the conference and will be live-tweeting via
@FPM_Online and covering key speakers on financialplanneronline.co.uk. All coverage will be available on our news pages and in the dedicated Paraplanning section of the website.
The conference is sponsored by IFP corporate member Seven Investment Management and there will be an exhibition area.
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Speakers will include Justin Urqhuart Stewart from Seven Investment Management, Mark Polson from the lang cat and Michelle Hoskin from Standards International. Topics include operational best practice, communication skills, portfolio construction and tax.
There will also be outsourced and in-house Paraplanners giving their views on the industry and tips for success.
Cathi Harrison CFP
CM from Para-Sols, Kim Bendall CFP
CM from The Paraplanners and Claire Goodwin from Taylor Oliver will be sharing their experiences on working with financial advisers, both in-house and outsourced.
Following that, Rachel Styles from Cooper Parry, Charlene Edwards from Brunel Capital Partners and Abraham Okusanya from Finalytiq will be covering report writing.
The conference is accredited for 5.5 hours of structured CPD.
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