As paraplanners, many of us hold memberships with Chartered Institute for Securities and Investment (CISI), Personal Finance Society (PFS), or pay for LIBF courses.
So we pay our fees, collect our CPD, and maybe sit an exam or two. But are we really getting the most from these organisations?
What do they offer that can support us in our careers? And is one more suited to me than another? Or are all three much the same?
That’s what this Assembly was all about. We invited Chris Morris from CISI, Nicola Mellor from the PFS, and Sally Plant from LIBF to field questions posed in advance and in the chat by paraplanners.
Note: Because technology didn’t work the way it’s supposed to, Sally wasn’t able to join us on screen BUT she did join us in the Chat while her colleague (and director of financial services at the LIBF) John Somerville, was able to join Richard, Chris and Nicola on screen (from about 15 minutes in).
It’s a great conversation from start to finish and comprehensively explored:
Plus plenty more.
Once you’ve listened or watched, you’ll have a much clearer understanding of what each professional body offers, which could be the right one for you, and how you can get more value from your membership.
There was so much to talk about that we didn’t manage to address even 50% of the questions that paraplanners had submitted so we’ll be setting up a second session featuring Chris, Nicola and - hopefully - Sally early in 2026.
Watch the Replay at Crowdcast (with Chat)
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