The Private Finance Society’s annual Paraplanning Convention, Purely Paraplanning 2024, will get below manner right now in London.
The reside occasion is likely one of the largest within the Paraplanning calendar and is predicted to see almost 150 attendees plus audio system.
The convention is going down at and many others Venues within the Metropolis of London and can supply almost seven hours of CPD.
The occasion this yr is utilizing the banner: Purely Paraplanning – Thriving in a Altering Panorama.
The nationwide convention is curated completely, “by and for the PFS Paraplanning group,” the PFS mentioned.
There will probably be greater than a dozen classes masking all the things 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 Lady of the Yr on the Platform Awards.
PFS interim CEO Don Macintyre may also tackle the convention.
He instructed Monetary Planning Immediately: “The PFS is delighted to welcome members to the Purely Paraplanning occasion right now, and ship a superb studying and improvement alternative. The workforce have curated a really properly 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.”
