Coaching supplier Compliance and Coaching Options (CATS) is to launch its first convention for Paraplanners.
The corporate has put collectively a group of a few of the UK’s main monetary professionals and trainers for the web occasion which can happen on 26 June.
CATS has been a compliance providers supplier for practically 20 years and helps Monetary Planners and Paraplanners.
It says the inaugural convention can be devoted “solely” to Paraplanners.
The web occasion will begin at 9.30 am and can present structured Persevering with Skilled Improvement (CPD), providing attendees six hours of content material.
There can be a sequence of interactive periods led by skilled audio system.
Among the many audio system and periods lined up are:
- Compliance Replace: Introduced by Mel Holman, CATS’ personal compliance knowledgeable
- Navigating Tax Environment friendly Autos: Man Tolhurst of MiCap
- Unlocking the Secrets and techniques of the New Pension World: Submit LTA abolition insights from Philip Griffen of Quilter
- The Artwork of Mentoring within the Office: Sian Davies of Plan Works
- Deciphering Due Diligence and Analysis: Insights from Chris Jones of DD Hub
- Exploring Tax and Property Planning: Led by Francesca Gandolfi from HSBC
- Mastering Communication Abilities: A masterclass led by Melissa Kidd of Motem
- Crafting SMART Consumer Goals: Steerage from Caroline Stuart of Sparrow Paraplanning
Colchester-based CATS says the main focus can be on guaranteeing attendees can pose questions or issues relating to recommendation preparation, tax wrappers, and funding suggestions.
The occasion can be accessible from anyplace by way of Microsoft Groups.
The payment for the occasion is £50 ex VAT per attendee however Monetary Planning At this time readers can e-book a ticket for £35 + VAT. The hyperlink to e-book is right here: CLICK HERE
Readers can even e mail and e-book with This e mail deal with is being shielded from spambots. You want JavaScript enabled to view it. utilizing code FPT.
