The Chartered Institute for Securities & Investment (CISI) has announced the appointment of Steven McBurnie as the new chair of the Paraplanner Interest Group (PPIG), succeeding Dan Atkinson who served in this role for five years. McBurnie, a certified financial planner and a CISI Chartered Fellow in Financial Planning and Wealth Management, brings a wealth of experience to his new position. He is associated with Wright, Johnston & Mackenzie in Glasgow and has actively contributed to the CISI PPIG committee for the past five years.

The Paraplanner Interest Group (PPIG) caters to both CISI members and non-members who share a strong interest and dedication to paraplanning. Throughout the year, the group organizes various events, with a special focus on the CISI annual Paraplanner Conference, where the practitioner committee plays a pivotal role in the coordination.

Chris Morris, the Head of Financial Planning Policy and Engagement at CISI, expressed gratitude to Dan Atkinson for his leadership and unwavering support for paraplanning during his tenure as the group’s chair. Morris highlighted Atkinson’s positive impact on the profession and welcomed Steven McBurnie as the new chair. He emphasized McBurnie’s enthusiasm for paraplanning, innovation, and collaboration, foreseeing a promising future under his leadership to further elevate the status of paraplanning.

The appointment of Steven McBurnie signifies a continuation of CISI’s commitment to promoting excellence in the field of paraplanning and fostering a community of dedicated professionals. With a strong background and a proactive approach, McBurnie is poised to uphold the standards set by his predecessor and drive initiatives that enhance the visibility and importance of paraplanning within the financial industry.

As the new chair of the Paraplanner Interest Group, Steven McBurnie is expected to bring fresh perspectives and initiatives that will further engage and empower members of the group. His leadership is anticipated to inspire innovation, collaboration, and knowledge-sharing among paraplanners, ultimately contributing to the growth and recognition of paraplanning as a vital component of financial planning.

In conclusion, Steven McBurnie’s appointment as the chair of the CISI Paraplanner Interest Group marks a significant milestone in the organization’s ongoing efforts to support and advance the field of paraplanning. With his extensive expertise and dedication, McBurnie is poised to lead the group towards new achievements and opportunities, reinforcing the importance of paraplanning in the ever-evolving landscape of financial services.