The Chartered Institute for Securities & Investment’s annual Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will take place this year on 19 and 20 May.
Read more ...CISI Paraplanner Conference 2021 gets under way
- Wednesday, 10 March 2021
- Articles

The annual CISI Paraplanner Conference, one of the biggest events in the Paraplanning calendar, will get under way today online.
Read more ...CISI Paraplanner Conference to stay virtual in 2022
- Wednesday, 10 March 2021
- Articles

The annual CISI Paraplanner Conference will remain as a virtual event in 2022 for the third year in a row, the professional body has confirmed.
Read more ...Paraplanner qualifies as PFS Fellow at 21
- Tuesday, 26 January 2021
- Articles

A 21-year-old Paraplanner has qualified as one of the youngest ever Personal Finance Society Fellows.
Read more ...SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
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The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
Read more ...Bendall launches new outsourced Paraplanning firm
- Wednesday, 28 October 2020
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Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Read more ...Paraplanners share Working from Home experiences
- Tuesday, 06 October 2020
- Articles

Working from home can be daunting at first but many Paraplanners have risen to the challenge during the pandemic, according to a report in the latest Financial Planning Today magazine - sister publication to Financial Planning Today website.
Read more ...Pippa wins CISI Paraplanner Of The Year Award
- Friday, 25 September 2020
- Articles

The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.
Read more ...Paraplanners team up to meet Financial Planner demand
- Thursday, 03 September 2020
- Articles

Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.
Read more ...Financial Planners reduce hours to care for others
- Friday, 24 July 2020
- Articles

Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.
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