The site for Paraplanners and Paraplanning in the UK
From the monthly archives:
We have just finished the most recent phase of CII exams and as paraplanners exams play a vital role in increasing our technical knowledge whilst demonstrating our technical competence.
It is generally up to us to be the most technically qualified part of the industry and therefore as exams are important for [...]
{ 0 comments }
Continuing with our feedback on training courses, seminars and workshops here is my review of the recent Morningstar Investment Conference.
Who was the organiser? Morningstar
Where was it held? Hilton Metropole Hotel, London
How long did it last? All day (I only attended the first day)
What was the format? This was conference format. You were [...]
{ 1 comment }
Wizard Learning provide a wide variety of learning solutions to help financial services professionals pass recognised industry qualifications as well as developing their technical knowledge and key skills. This includes online assessments and training for the Certificate in Financial Administration, Certificate in Financial Planning, Diploma in Financial Planning, Advanced Diploma in Financial Planning and CeMAP. [...]
{ 1 comment }
Throughout our working lives we are often called upon to attend an interview of some description. Even if this may not be for a new position of employment there are many techniques used throughout an interview that can prove very useful in numerous situations.
E-volve consulting have very kindly supplied us [...]
{ 0 comments }
There are so many exams and qualifications around these days that it is sometimes hard to work out which CFP people are referring to (should always be Certified Financial Planner in my book) and how many credits you actually need to get to Diploma level. We also have the CII, PFS, IFS and IFP providing [...]
{ 0 comments }
We are always looking for information to give to other paraplanners and we have asked for feedback from paraplanners and administrators about courses they have been on or seminars they have attended. I was fortunate to be able to attend the Financial Adviser Expo 2008 conference in Harrogate and thought I would share my thoughts.If [...]
{ 0 comments }
We have been asked by several people to set up a category for paraplanners working on a freelance basis and so here it is. We will aim to add articles specific to freelancers and also those running or working within an outsourced paraplanning business as there are a growing number of these including mine! We [...]
{ 3 comments }
JP Morgan has produced a white paper entitled changing fortunes: setting guidelines for financial well being in the UK. It is concerned with the nation’s deteriorating personal finance situation. They have proposed 5 financial steps for healthy financial living which are:
Arrange life/income insurance
Build a rainy-day cash fund
Pay off expensive debt
Start an ISA and pension
Review [...]
{ 0 comments }
Wrap accounts have grown in popularity in recent years with most paraplanners and advisers having their favourite offering, or even offerings. Citywire has just published the results of their survey on this issue, which you can see here, which shows Transact coming out on top.
I have used Transact more than any other wrap mainly because [...]
{ 9 comments }
We continue our series of interviews with a paraplanner to gain an insight into his or her career, working day and top tips for the rest of us. This week features Cheryl Wade who has 22 years experience and is the only paraplanner in her company. If you would like to feature in this section [...]
{ 0 comments }
