Thursday, 16 May 2013 09:51
IFP prepares for third annual Paraplanner Conference next week
There is one week until the Institute of Financial Planning's third annual Paraplanner Conference on 22 May.
The conference will be held at the Chesford Grange Hotel in Warwick on 22 May and will be preceded by a dinner the night before.
Financial Planner will be attending the conference and live-tweeting via @FPM_Online and major speakers will be covered on financialplanneronline.co.uk
It is expected to be attended by around 100 delegates and there are a few last-minute tickets for the conference available. Booking will close on Friday 17 May.
Speakers at this year's event 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.
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As well as technical speakers, various outsourced and in-house Paraplanners will be giving their views and tips for success.
Cathi Harrison CFPCM from Para-Sols, Kim Bendall CFPCM 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.
Sue Whitbread, IFP communications director, said: "The Paraplanner conference is one of the highlights of the IFP conference calendar. The atmosphere is always very special, and with such an exciting programme and great list of delegates already booked in we're sure it'll live up to the very high standards set in previous years."
The session is accredited for 5.5hrs of structured CPD.
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The conference will be held at the Chesford Grange Hotel in Warwick on 22 May and will be preceded by a dinner the night before.
Financial Planner will be attending the conference and live-tweeting via @FPM_Online and major speakers will be covered on financialplanneronline.co.uk
It is expected to be attended by around 100 delegates and there are a few last-minute tickets for the conference available. Booking will close on Friday 17 May.
Speakers at this year's event 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.
{desktop}{/desktop}{mobile}{/mobile}
As well as technical speakers, various outsourced and in-house Paraplanners will be giving their views and tips for success.
Cathi Harrison CFPCM from Para-Sols, Kim Bendall CFPCM 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.
Sue Whitbread, IFP communications director, said: "The Paraplanner conference is one of the highlights of the IFP conference calendar. The atmosphere is always very special, and with such an exciting programme and great list of delegates already booked in we're sure it'll live up to the very high standards set in previous years."
The session is accredited for 5.5hrs of structured CPD.
• 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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