The Private Finance Society’s annual Paraplanning Convention, Purely Paraplanning 2024, will get below approach at this time in London.
The dwell occasion is without doubt one of the largest within the Paraplanning calendar and is predicted to see practically 150 attendees plus audio system.
The convention is going down at and so on Venues within the Metropolis of London and can supply practically seven hours of CPD.
The occasion this 12 months is utilizing the banner: Purely Paraplanning – Thriving in a Altering Panorama.
The nationwide convention is curated completely, “by and for the PFS Paraplanning neighborhood,” the PFS stated.
There will probably be greater than a dozen classes protecting the whole lot from ‘writing for readability’ to mentoring, behavioural finance and the gender pensions gaps.
Different classes will cowl: sustainability, expertise and AI, pensions, impactful report writing, neurodiversity and private improvement.
The keynote speaker will probably be Amira Norris, head of gross sales and strategic partnerships at platform Wealthtime. She is a Chartered Monetary Planner and PFS Fellow in addition to the winner of the WIFA Girl of the Yr on the Platform Awards.
PFS interim CEO Don Macintyre will even handle the convention.
He instructed Monetary Planning At the moment: “The PFS is delighted to welcome members to the Purely Paraplanning occasion at this time, and ship a wonderful studying and improvement alternative. The crew have curated a really nicely thought out programme of classes and keynote audio system, designed to assist professionals to ship distinctive buyer outcomes, and thrive within the altering panorama of Paraplanning.”