The CISI Paraplanner Interest Group

The CISI Paraplanner Interest Group provides the opportunity to network with colleagues, listen to paraplanning focused presentations, engage in open discussion and share ideas and concerns amongst other interested parties within this area of financial planning.

The Interest Group, chaired by Daniel Atkinson APP Chartered MCSI.  The Interest Group is open to all CISI members and non-CISI members with a passion for paraplanning.

View Paraplanning Interest Group Events

Join our network on LinkedIn 

This group has been created by CISI to support Paraplanners in the UK and around the globe who wish to network, share ideas, insight and information with other paraplanners.

Join our Paraplanner network on LinkedIn   

Key features

  • Programmes are designed to meet the specific needs of the paraplanning community
  • Speakers are leading professional sector specialists
  • Events count towards your annual CPD target, as attendance hours are automatically logged if you use the CISI CPD Scheme

Committee members

The Paraplanner Interest Group is run by a committee comprising practitioners in the field who work closely with the CISI on planning events, sourcing events, sourcing speakers and identifying areas of interest for the better of paraplanning.

Find out more and join the interest group

If you would like to join the Paraplanner Interest Group mailing list to hear about future events and news, please opt in via MyCISI, the membership portal or contact us:

  pif@cisi.org