The Private Finance Society’s annual Paraplanning Convention, Purely Paraplanning 2024, will get below approach at present in London.
The stay occasion is without doubt one of the greatest within the Paraplanning calendar and is anticipated to see almost 150 attendees plus audio system.
The convention is happening at and so forth 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 solely, “by and for the PFS Paraplanning group,” the PFS stated.
There shall be greater than a dozen periods masking the whole lot from ‘writing for readability’ to mentoring, behavioural finance and the gender pensions gaps.
Different periods will cowl: sustainability, know-how and AI, pensions, impactful report writing, neurodiversity and private growth.
The keynote speaker shall 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 12 months on the Platform Awards.
PFS interim CEO Don Macintyre can even deal with the convention.
He advised Monetary Planning At this time: “The PFS is delighted to welcome members to the Purely Paraplanning occasion at present, and ship a superb studying and growth alternative. The staff have curated a really effectively 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.”
