Investment Committee Seminar 2023
Professional Paraplanner is pleased to announce the return of the Investment Committee Seminars for spring 2023.
The seminar will be in-person and will be must attend event for all paraplanners sitting on their firms’ Investment Committees or who are involved in researching and recommending investments for client portfolios, MPS, CIPs and CRPs. Paraplanners with an active interest in the investment piece are also welcome as are advisers and trainee advisers.
Our first event will take place on
Wednesday 26th April 2023, in London. Approx 9am-3pm with lunch supplied.
We expect these events to be very popular and spaces will be limited. We recommend registering your interest in attending in advance.
Please note delegate places are only available to paraplanners or those working in that job function. We welcome both experienced and newer paraplanners.
We do not charge paraplanners to attend these events and we want to keep it that way. One thing we do ask is that if you are unable to attend after registering and receiving confirmation of your place, that you let us know as soon as possible. We understand that things can change.. even on the day… but if you can let us know asap then we can offer your place to someone on the waiting list and our team can better organise the events.
Once registered a member of the team will be touch at regular intervals closer to the event date with information on the programme and timings for the day. Please do share this with your team. We appreciate time out of the office is precious so should you need information on the programme as they develop - we will share this with you.
The events are CPD accredited.
If you attend an event your contact details will be passed to the speakers so that they can send you further information about their products and services. Please see our
privacy policy for more information.