Save your spot

Add your email address below and tap Next
30 Apr

How to stay ahead in paraplanning (despite the relentless change)

Beginner
Intermediate
Personal development
Accredited
Event
Time:

1:00 pm

Date:

Wednesday 30th April 2025

Location:

Online in Crowdcast

Duration

1 HRS 00 MINS

A horizontal image with a cream background. In the left-hand third the word 'GATHER' is displayed vertically in orange text. Spanning half of the top edge of the right image displayed in rectangular boxes are the words 'Online. 1pm on 30 April 2025. 1 hour CPD available.' Beneath it in very large black text is the title 'How to stay ahead in paraplanning (despite the relentless change)'. To the left of the title is a headshot of Ceetal Katechia of PSA Financial Services. To the right of the headline is a headshot of Zara Okoro of Abacus Associates.

When it comes to the idea of innovation are you more likely to radiate Ted Lasso energy rather than Roy Kent? More Bandit than Bluey? Or put another way (that doesn’t rely on eclectic TV viewing habits): does the prospect of change make you feel more ‘Yeah!’ than ‘Meh!’? 

The reason we ask is that we were inspired by paraplanner Zara Okoro’s recent thought-provoking article in Professional Paraplanner all about innovation. So we’ve invited Zara from Abacus Associates, who’s also a PFS Paraplanner Panel member, to share her thoughts on how paraplanners can adapt rather than risk getting left behind.

Alongside Zara, we’ll be joined by PSA Financial Services’ head of paraplanning, Ceetal Katechia, to join in the conversation. Ceetal brings bags of practical experience in creating team environments in which new ideas flourish.

Together with host, Richard Allum, this Assembly will ask what innovation actually looks like, whether it’s always a good thing, what fuels it, and how can you influence it when you’re not the decision-maker?

Join us at 1pm on Wednesday 30 April 2025 for an online Assembly that’s all about how you can embrace innovation and shape our profession rather than be subject to changes happening around you.

What can you expect to gain from this Assembly?

You’ll come away with practical ideas to try out, whether you’re looking to improve your processes and workflow, make better use of existing tools and tech, or create space for bigger changes in your work.

Most of all, this is a chance to step back from day-to-day demands and take a few moments for yourself to think about how even small changes can shape your role and influence the direction of  your career in paraplanning.

Save your spot now.

Speakers

1
Ceetal Katechia
PSA Financial Services

Ceetal is Head of Paraplanning at PSA Financial Services. She's been a team leader for 4 years and leads a great team of paraplanners. She really enjoys the support side of things providing research and analysis for clients.

1
Zara Okoro
Abacus Associates

Zara is a strategic paraplanner passionate about innovation and career development in financial planning. She advocates for adapting to industry shifts, thinking holistically, and leveraging opportunities to stay ahead in the profession.

Share Event