How maths applies to everything, sharing ideas without putting people’s backs up and exploring personality traits on agenda for 2019 CISI Paraplanner Conference ​

By Lora Benson | Apr 23, 2019



Broadcaster, mathematician and author Hannah Fry is the keynote motivational speaker at this year’s CISI Paraplanner Conference 17-18 June 2019 at the Crowne Plaza, Stratford-upon-Avon, during which she will study the patterns of human behaviour and how mathematics can apply to them.

Hannah is an Associate Professor in the Mathematics of Cities at the Centre for Advanced Spatial Analysis at UCL. She has presented several documentaries including for BBC Radio 4: Can Maths Combat Terrorism? and Computing Britain, for BBC 4 Climate Change By Numbers and Calculating Ada: The Countess of Computing and for BBC 2 How to find love online and City in the Sky. Her books include The Mathematics of Love and Hello World: How To Be Human in the Age of the Machine.

The two-day Conference features 17 speakers and includes an evening drinks reception and dinner. It will allow attendees to gain a total of 8 structured CPD hours over the two days.

Jacqueline Lockie CFPTM Chartered FCSI, CISI Head of Financial Planning said: “I’d like to thank our Paraplanner Interest Group Committee for their dedication and involvement in helping us shape this dynamic programme. It promises to be a fantastic mix between soft and technical skill sessions to give us all plenty of new ideas and concepts to share with our colleagues and inform paraplanning and client work.”

The CISI Paraplanner Conference will include sessions on How best to speak up without overstepping the mark presented by Cathy Stewart, Principal, Cathy Stewart Associates, which will look at how to effectively share ideas without putting people’s backs up and ensuring that your point is correctly heard/received. Dee Cooper, Director of Agar Management Consultancy will explore Personality Traits and how we can use the knowledge of ourselves to aid communication with others.

CISI Paraplanner of the Year Rebecca Tuck APP Chartered MCSI of Magenta Financial Planning will be sharing her career journey as a paraplanner from when she started with a large wealth management firm in 2013.  

The Conference streams on ethics include a session run by Rebecca Aston, CISI’s Head of Professional Standards examining a financial planning client dilemma, while Vicki Bakhshi, Co-Head of Responsible Investment, BMO GAM will explore concepts and approaches related to ethical investing.

Other sessions will include Working with Improvisers: the Strange World of Client Decision Making with Philip Robotham, Financial Institutions & Strategic Accounts, Schroders, Legal and financial matters for older people presented by Tish Hanifan, Joint Chair, Society of Later Life Advisers and Retirement planning – covering all bases with Martin Lines, Head of Business Development at Conference lead sponsor JUST.

For booking details and further programme information visit