As paraplanners, many of us hold memberships with Chartered Institute for Securities & Investment (CISI), Personal Finance Society (PFS), or LIBF. We pay our fees, collect our CPD, maybe sit an exam or two. But are we really getting the most from these organisations? And with three professional bodies all operating in this space, how do we know which one best serves our needs?
We want to know. What do the professional bodies think of and do for paraplanners?
This Assembly is your chance to ask directly.
Your questions. Their answers. One lunch hour.
Join us online at 1.00 pm on Tuesday 25 November for a conversation that puts your questions front and centre.
We’re bringing together representatives from all three professional bodies – Chris Morris from CISI, Nicola Mellor from the PFS, and Sally Plant from LIBF – to answer the questions that matter to paraplanners.
Host Richard Allum will be asking the questions you’ve told us you want answered, including:
- What specific support does each body offer paraplanners, and what makes them different?
- Why do we have three professional bodies when most professions have one?
- How can paraplanners influence what these organisations do and offer?
- Why can’t we have paraplanner-specific credentials and a chartered paraplanner title?
- What’s the deal with exam structures that feel designed to catch us out rather than test applied knowledge?
And of course, there’ll be plenty of time for you to share your experiences and ask further questions at the Assembly.
What can you expect to take away?
You’ll leave this Assembly with a much clearer understanding of what each professional body offers, which one might be right for you (or whether you need more than one), and how you can get more value from your membership.
Most importantly, you’ll have the chance to hear directly from the people who shape these organisations – and to understand how you can influence the future direction of professional recognition for paraplanners.
Sound like it’s worth an hour of your time? Save your spot now.
