The Chartered Institute for Securities & Investment (CISI) has recently announced the appointment of Steven McBurnie as the new chair of the Paraplanner Interest Group (PPIG), succeeding Dan Atkinson, who served in this capacity for five years. McBurnie, a certified financial planner and CISI Chartered Fellow, brings a wealth of experience to the role, having been a part of the CISI PPIG committee for half a decade.

Based in Glasgow and affiliated with Wright, Johnston & Mackenzie, McBurnie’s appointment signifies a dedication to advancing the field of paraplanning within the CISI community. The PPIG, inclusive of both CISI members and non-members with a strong interest in paraplanning, serves as a platform for networking and professional development.

The PPIG, under McBurnie’s leadership, organizes various events throughout the year, including the prestigious CISI annual Paraplanner Conference. This group plays an integral role in shaping the landscape of paraplanning and fostering a collaborative environment for industry professionals.

Chris Morris, the head of financial planning policy and engagement at CISI, expressed gratitude to Dan Atkinson for his significant contributions during his tenure as the group chair. Morris commended Atkinson for his advocacy and leadership in promoting the importance of paraplanning within the financial sector.

In welcoming Steven McBurnie as the new chair, Morris highlighted McBurnie’s enthusiasm for innovation and collaboration as key assets that will further elevate the prominence of paraplanning. With a focus on building upon the foundation laid by his predecessor, McBurnie is poised to drive forward initiatives that enhance the visibility and impact of paraplanning within the financial planning landscape.

This appointment comes at a critical juncture for the paraplanning community, as the role continues to evolve in response to changing market dynamics and client needs. By appointing a seasoned professional like McBurnie to lead the PPIG, CISI reaffirms its commitment to fostering excellence and driving innovation in the field of paraplanning.

In conclusion, Steven McBurnie’s appointment as the new chair of the CISI Paraplanner Interest Group marks a significant milestone in advancing the field of paraplanning and underscores the organization’s dedication to promoting professional development and collaboration within the financial planning industry.