On 26th June 2024 Compliance and Training Solutions (CATS), an established compliance services provider for nearly 20 years, supporting Financial Planners and Paraplanners, proudly announces the launch of its inaugural conference dedicated solely to Paraplanners.
Starting at 9:30 am, this online dynamic conference promises a day filled with unparalleled insights and structured Continuing Professional Development (CPD), offering attendees six hours of enriching content.
Participants can anticipate an engaging lineup of interactive sessions led by esteemed industry luminaries, including:
- Compliance Update: Presented by Mel Holman, CATS’ very own compliance expert.
- Navigating Tax Efficient Vehicles: Expert guidance from Guy Tolhurst of MiCap.
- Unlocking the Secrets of the New Pension World: Post LTA abolition insights from Philip Griffen of Quilter.
- The Art of Mentoring in the Workplace: Presented by Sian Davies of Plan Works.
- Deciphering Due Diligence and Research: Insights from Chris Jones of DD Hub.
- Exploring Tax and Estate Planning: Led by Francesca Gandolfi from HSBC.
- Mastering Communication Skills: A masterclass led by Melissa Kidd of Motem.
- Crafting SMART Client Objectives: Precision guidance from Caroline Stuart of Sparrow Paraplanning.
Each session will incorporate crucial compliance elements, ensuring attendees can address any questions or concerns regarding advice preparation, tax wrappers, and investment recommendations.
Excitingly, this conference offers convenient accessibility from anywhere via Microsoft Teams, providing a seamless and immersive experience for all participants.
To secure a spot at this event, interested individuals can simply CLICK HERE to register, the fee is just £50 + vat per attendee.
