Dan Atkinson, APP Chartered MCSI appointed Chairman of CISI Paraplanner Interest Group

By Lora Benson | Jan 14, 2020


The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Dan Atkinson, APP Chartered MCSI as Chairman of the CISI Paraplanner Interest Group.

The CISI Paraplanner Interest Group is open to all CISI members and non-CISI members who have a drive and passion for the profession of paraplanning. The Interest Group runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual Paraplanner Conference.

Dan is Head of Technical at EQ Investors and has been a CISI Interest Group member for four years. He takes over the role of Chair from Farida Hassanali, CFPTM Chartered FCSI.

He has achieved several professional awards, including Money Marketing Best Paraplanner 2017, Professional Paraplanner Personality of the Year 2017, and the IFP Paraplanner of the year award 2014. A regular contributor to the financial planning trade press, Dan recently passed with distinction the CISI Level 6 Certificate in Advanced Financial Planning. Outside of work he is a deacon with his local church and married with a young daughter.

Jacqueline Lockie, CFPTM Chartered FCSI, CISI Head of Financial Planning said: “We are delighted to welcome Dan as Chair of our Paraplanner Interest Group. He is passionate about both the paraplanner profession and the development of its people. We look forward to building in 2020 on the excellent leadership provided by his predecessor Farida Hassanali and would like to thank her for her dedication and commitment to the Group. We wish her well for the future.”

Dan Atkinson, APP Chartered MCSI said: “I’m excited to be a part of the growing paraplanner community – a part of our financial profession which is passionate about sharing best practice and new ideas. It’s an honour to belong to this community and help CISI provide support to the members of the Paraplanner Interest Group. I am looking forward to taking on the role of chairing the committee which gives structure and direction to the work that CISI does with paraplanners. Together with the other committee members and the CISI team we look forward to providing support and professional development opportunities to members whatever their career path or position.”

The CISI has 11 professional forums which include the practitioner areas of: Bond, Compliance, Corporate Finance, Financial Planning, Fintech,  International Regulation, Operations, Risk, Wealth Management, Paraplanner and Training, Competence and Culture.