The Private Finance Society’s annual Paraplanning Convention, Purely Paraplanning 2024, will get beneath means right this moment in London.
The reside occasion is without doubt one of the largest within the Paraplanning calendar and is anticipated to see almost 150 attendees plus audio system.
The convention is happening at and many others Venues within the Metropolis of London and can provide almost 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 solely, “by and for the PFS Paraplanning neighborhood,” the PFS mentioned.
There will likely be greater than a dozen periods protecting every little thing from ‘writing for readability’ to mentoring, behavioural finance and the gender pensions gaps.
Different periods will cowl: sustainability, expertise and AI, pensions, impactful report writing, neurodiversity and private improvement.
The keynote speaker will likely 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 12 months on the Platform Awards.
PFS interim CEO Don Macintyre can even handle the convention.
He informed Monetary Planning As we speak: “The PFS is delighted to welcome members to the Purely Paraplanning occasion right this moment, and ship a wonderful studying and improvement alternative. The group have curated a really nicely thought out programme of periods and keynote audio system, designed to assist professionals to ship distinctive buyer outcomes, and thrive within the altering panorama of Paraplanning.”
