2024 PFS Purely Paraplanning: Details Announced
Programme Designed to Help Professionals Thrive in a Changing Landscape
The Personal Finance Society (PFS) have announced programme details of the 2024 Purely Paraplanning event. The programme is set to help attendees navigate the 2024 paraplanning landscape, as industry experts cover key topics including sustainability, technology and AI, impactful report writing, and neurodiversity.
The day will feature keynote speaker Amira Norris, a business development director with over 20 years’ experience across all areas of financial planning. Amira is a Chartered Financial Planner, PFS Fellow and recipient of the 2022 and 2023 Women in Financial Advice ‘Woman of Year – Platforms Award’.
Sessions include:
- Financial planning with
- intelligence and insight, with Rohit Vaish
- Peering into the gender pensions gap, with Caitlin Southall
- Trusts as part of an intergenerational wealth planning strategy, with Neil Macleod
- How to assess the quality and value of business relief investments, with Victoria Barber
- Diversity of thought, with Jon Dunckley
Offering nearly 7 hours of CPD, as well as time for networking, the 2024 PFS Purely Paraplanning event will be held in St Pauls, London on May 8. The day will provide an opportunity for professionals to elevate their expertise, and drive excellence within the paraplanning sector.
Philip Greenwood of the PFS Paraplanning panel said: “The PFS Paraplanning Panel has worked to deliver a truly thought-provoking event, one that covers technical areas of the profession, but also dives into how we can get the very best out of ourselves as individuals. We want members to walk away from the event feeling inspired, full of ideas and fresh knowledge. As the role of paraplanning evolves, our community has a pivotal role to play in shaping its future, and this event is an important step in the journey.”
Registration is free of charge for Personal Finance Society members and their guests.
The Personal Finance Society (PFS)
The Personal Finance Society is a professional body dedicated to building public trust in the insurance and financial planning profession. Our strapline ‘Standards. Professionalism. Trust.’ embodies our commitment to driving confidence in the power of professional standards: competence, integrity and care for the customer. We deliver that commitment through relevant learning, insightful leadership and an engaged membership. Our 40,000 members commit to high professional standards by maintaining continuing professional development and adhering to a published ethical code.
