CISI names Dan Atkison paraplanner interest group chair

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

Atkinson and has been a CISI interest group member for four years. He takes over the role of chair from Farida Hassanali.

He has achieved several professional awards the IFP Paraplanner of the year award 2014 and is a regular contributor to the trade press. Atkinson recently passed with distinction the CISI Level 6 Certificate in Advanced Financial Planning.

CISI head of financial planning Jacqueline Lockie 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."

Atkinson added: "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.

The CISI has 11 professional forums which include the practitioner areas of bonds, compliance, corporate finance, financial planning, fintech, international regulation, operations, risk, wealth management, paraplanner and training, competence and culture.

The appointment comes as EQ Investors announced it had surpassed £1bn in assets under management. 

In the past five years, EQ which is located in the City of London, has grown from a team of 45 and £400m assets under management to a workforce of 62 and more than £1bn of assets under managment without making any acquisitions.

The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ's Positive Impact Portfolios, both from private clients and financial advisers, the firm said.

 

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