Our second online Howwow with Ascentric journeys to the Centralised Investment Proposition (CIP) frontier. Whether you're new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business' CIP, this Howwow should help. We're joined by Jonny Stubbs of Lift Financial and we'll be drawing on his experience of implementing a CIP.

CIP, PROD and client segmentation: How does it all fit together

Getting the measure of different types of CIPs

CIP and CRP: Working together or in isolation?

We're going to try and fit this all into an hour long Howwow!

You'll also be able to claim an hour's structured CPD from Ascentric after the Howwow, along with accessing all the help available in their resource centre.

This is the second in a series of five online Howwows that we're partnering with Ascentric to deliver through this year. We’re calling them the Magnificent Seven Five because,  we're a fan of the original film (not the remake). Every Howwow will focus on the practical implications and will finish with recommended next steps. You can catch up on previous episodes here:

Episode 1: Let us introduce you to the new-ish Sheriff in town; PROD!

What with it being a Howwow, there are plenty of ways for you to get stuck in:

Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom

@ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaPowwow on twitter or email us here and we’ll see what we can do.

Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).

John Allen - Institutional Business Development Director, Ascentric. John focuses on helping advise businesses weather the changing commercial, regulatory and propositional landscape we operate in. Centralised Investment Propositions (CIP) and Centralised Retirement Propositions (CRP) are high on the agenda post MiFID II and PROD, as well as trying to drive cost out of portfolios and processes. John joined Ascentric 18 months ago after 20 years with Elevate / Standard life. He doesn’t live in the Wild West – he lives in Wales.

Jonny Stubbs - Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.

This Howwow online is on Wednesday 20 May, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the Howwow finishes.

If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there. 
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You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.


There isn't an upcoming Howwow listed, when will the next one be?

Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.

Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.

Powwows vs Howwows - what's the difference?

Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.

Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.

You can find out more about Powwows or see a full list of all events here.

Actually, my question was on something else

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Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.

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Howwow Online: A journey to the Centralised Investment Proposition frontier