The Paraplanner Conference 2021

At the conference this May, we will host 15 sessions across one afternoon and one morning considering how paraplanners apply critical thinking, controlling a range of aspects to create the perfect mix within a financial plan.

Our line-up includes New York Times bestselling author and 28-million-views TED talker Susan Cain sharing the extraordinary qualities of introverts, and behavioural economist Mark Pittacio CFP™ delving into how you can impact client outcomes through relatively small interventions. We also welcome speaker Mark Goold, Financial Conduct Authority presenting an opportunity for questions to be put to the regulator, and CISI’s Paraplanner of the Year 2020, Pippa Oldfield who will inspire with her career journey.

Following the success of our 2020 online conference with 99% of attendees recommending it, the event takes place over the well-received format of one afternoon and one morning, where you can gain 6.5 hours CPD from a great mix of technical, soft skill and career progression content.

Refresh and perfect your knowledge, with breakout sessions to share best-practice with paraplanners from around the world – last year we had attendees from over 25 countries! Book your ticket today


May 19 2021


12:30 am - 6:00 pm


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