Coaching supplier Compliance and Coaching Options (CATS) is to launch its first convention for Paraplanners.
The corporate has put collectively a set of among the UK’s main monetary professionals and trainers for the net occasion which can happen on 26 June.
CATS has been a compliance providers supplier for almost 20 years and helps Monetary Planners and Paraplanners.
It says the inaugural convention will probably be devoted “solely” to Paraplanners.
The net occasion will begin at 9.30 am and can present structured Persevering with Skilled Improvement (CPD), providing attendees six hours of content material.
There will probably be a sequence of interactive classes led by skilled audio system.
Among the many audio system and classes lined up are:
- Compliance Replace: Introduced by Mel Holman, CATS’ personal compliance skilled
- Navigating Tax Environment friendly Automobiles: Man Tolhurst of MiCap
- Unlocking the Secrets and techniques of the New Pension World: Put up LTA abolition insights from Philip Griffen of Quilter
- The Artwork of Mentoring within the Office: Sian Davies of Plan Works
- Deciphering Due Diligence and Analysis: Insights from Chris Jones of DD Hub
- Exploring Tax and Property Planning: Led by Francesca Gandolfi from HSBC
- Mastering Communication Abilities: A masterclass led by Melissa Kidd of Motem
- Crafting SMART Consumer Aims: Steering from Caroline Stuart of Sparrow Paraplanning
Colchester-based CATS says the main focus will probably be on making certain attendees can pose questions or issues concerning recommendation preparation, tax wrappers, and funding suggestions.
The occasion will probably be accessible from anyplace through Microsoft Groups.
The payment for the occasion is £50 ex VAT per attendee however Monetary Planning At the moment readers can ebook a ticket for £35 + VAT. The hyperlink to ebook is right here: CLICK HERE
Readers can even e-mail and ebook with This e-mail deal with is being protected against spambots. You want JavaScript enabled to view it. utilizing code FPT.