Thursday, 04 April 2013 09:29
IFP holding third Paraplanner Conference in May
The third Institute of Financial Planning Paraplanner Conference will take place on 22-23 May.
This is the third year the conference has been held by the IFP, exclusively for the needs of Paraplanners.
Speakers include Richard Allum CFPCM from The Paraplanners, Tony Wickenden from Technical Connection and Justin Urquhart-Stewart from Seven Investment Management.
Topics include tax, operational best practice, Financial Planning, communication skills and portfolio construction.
There will also be panel sessions with leading Paraplanners on dealing with Financial Planners and successful report writing.
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Cathi Harrison CFPCM from Para-Sols, Kim Bendall CFPCM from The Paraplanners and Claire Goodwin from Taylor Oliver will be discussing working with clients and planners. This will be followed by Rachel Styles from Cooper Parry, Charlene Edwards from Brunel Capital Partners and Abraham Okusanya from Finalytiq looking at report writing.
The day will be split into keynote sessions and two tracks to enable delegates to get the most from their attendance.
Delegates will learn how to add value to their firms and clients and network and share best practice with other Paraplanners.
The conference will be held at the Chesford Grange Hotel near Warwick and preceded by a dinner on 22 May.
Tickets cost £165 for the conference, dinner and accommodation or £67.50 for the conference only.
To book visit the IFP website at www.financialplanning.org.uk
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This is the third year the conference has been held by the IFP, exclusively for the needs of Paraplanners.
Speakers include Richard Allum CFPCM from The Paraplanners, Tony Wickenden from Technical Connection and Justin Urquhart-Stewart from Seven Investment Management.
Topics include tax, operational best practice, Financial Planning, communication skills and portfolio construction.
There will also be panel sessions with leading Paraplanners on dealing with Financial Planners and successful report writing.
{desktop}{/desktop}{mobile}{/mobile}
Cathi Harrison CFPCM from Para-Sols, Kim Bendall CFPCM from The Paraplanners and Claire Goodwin from Taylor Oliver will be discussing working with clients and planners. This will be followed by Rachel Styles from Cooper Parry, Charlene Edwards from Brunel Capital Partners and Abraham Okusanya from Finalytiq looking at report writing.
The day will be split into keynote sessions and two tracks to enable delegates to get the most from their attendance.
Delegates will learn how to add value to their firms and clients and network and share best practice with other Paraplanners.
The conference will be held at the Chesford Grange Hotel near Warwick and preceded by a dinner on 22 May.
Tickets cost £165 for the conference, dinner and accommodation or £67.50 for the conference only.
To book visit the IFP website at www.financialplanning.org.uk
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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