The Personal Finance Society (PFS) has recently disclosed the program details for its upcoming Purely Paraplanning 2025 conference scheduled for 7th May in central London. As a significant professional body with over 40,000 members and the authority to grant the Chartered Financial Planner designation, PFS has curated a program specifically tailored to address the evolving requirements of Paraplanners.

The conference aims to delve into crucial topics such as changes in inheritance tax, sustainability, vulnerability, and personal development. Noteworthy industry experts are set to lead discussions, including renowned coach Rebecca Timmins, known for her expertise in assisting Financial Planning firms in delivering value to clients, and Chartered Financial Planner Zoe Taylor, recognized for her adept combination of technical prowess and soft skills.

Among the highlighted sessions is “Rewriting your assumptions – a Paraplanner’s guide to self-investment,” shedding light on the essential aspects of self-investment for Paraplanners. Additionally, “Rewrapping client wealth – rewriting the traditional wealth-building story” will explore innovative approaches to wealth management. The event will also feature a panel discussion on “Succeeding in Paraplanning” with the PFS Paraplanning Panel.

With an offering of nearly 7 hours of Continuing Professional Development (CPD), the conference will not only provide valuable insights but also ample networking opportunities. Alan Gow, the chair of the PFS Paraplanning Panel, expressed enthusiasm about the 2025 PFS Purely Paraplanning conference, emphasizing its role in supporting the Paraplanning community in their professional growth. He highlighted the ever-evolving landscape of the sector and the significance of staying abreast of new developments to ensure Paraplanners are well-equipped to excel and deliver exceptional service to clients.

Registration for the event is complimentary for Personal Finance Society members and their guests. Further details and registration information can be found on the PFS website. This conference serves as a pivotal platform for Paraplanners to enhance their skills, expand their knowledge, and foster collaboration within the industry.

In conclusion, the Purely Paraplanning 2025 conference promises to be an enriching experience, offering valuable insights, networking opportunities, and expert-led sessions that are tailored to meet the dynamic needs of Paraplanners in today’s ever-changing financial landscape.