Wizard Learning have been supporters of The Paraplanner and in particular Paraplanner of the Year and have launched a new RDR online course which provides support for: Qualifications – exactly what advisers will need in the new world and how long they have to complete their training Gap fill and CPD – the new standards [...]
threesixy has announced some more events which are open to all paraplanners and will take place in several locations throughout the UK. You can find out more and reserve a place here.
The IFP has announced details of this year’s conference taking place on 24 May in Nottingham. Last year’s event was a great success and this year it looks even better with some great speakers lined up. Having said that, the best thing about this event is the chance to meet other paraplanners from all sorts [...]
Wizard Leaning has once again supported the Paraplanner of the Year by providing the technical assessment and two of the prizes. We are very grateful and would like to help them by letting you know about some new learning material they have just produced . If you are taking the RO6 exam on 3 October then [...]
This is a post by Lucy Courtenay, Qualifications Director at Institute of Financial Planning. The professional qualifications which Paraplanners have historically obtained have been the same as those of Financial Planners. Amongst level 6 qualifications, the Chartered Financial Planner qualification provided by the Chartered Insurance Institute (CII) and the much more challenging and more appropriate [...]
This is a guest post by Claire Menni - Awarded Best Paraplanner at FT New Breed Adviser Awards 2010. If you’ve not been to an IFP meeting before I can definitely recommend it. As the Chair for The Surrey Branch of the Institute of Financial Planning (IFP), I would like all Paraplanners in the area [...]
The IFP are running the first one day conference for paraplanners on 25 May – you can find out more details here. There is a varied and interesting programme that should suit new and experienced paraplanners and our very own Martin Vaughan is running a session on suitability letters. One of the benefits of attending [...]
On June 30 2010, Institute of Financial Planning (IFP) officially launches the Certificate in Paraplanning, the first qualification in the UK to test the specific knowledge and skills relevant to the role of Paraplanner. The launch will form part of IFP’s “Financial Planning in Practice” Conference, taking place on 30 June at the Village Hotel, [...]
Day 2 of this informative and well received conference is today. I was not able to make it but, due to the wonders of the internet (and Twitter in particular), was able to follow the event throughout yesterday and have written a review together with a list of the main points, tips and links which [...]
Citwire reports that pilot paraplanning examinations will be held by the Institute of Financial Planning (IFP) in the coming months as the professional body prepares to roll out the country’s first level four-based qualification for paraplanners.