The Chartered Institute for Securities & Investment (CISI) has unveiled Schroders and JUST as Gold Corporate Supporters.

A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.

Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.

A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.

Delegates at the CISI Paraplanner Conference, in Stratford-Upon-Avon, this morning heard a detailed briefing on central retirement propositions.

Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today. 

Organisers of next week’s CISI Paraplanner Conference have revealed they are expecting “close to 100” attendees.

Wealth manager and Financial Planner Tilney has appointed former Paraplanner Nadia Atanasov as an associate Financial Planner.

The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.

There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.