The site for Paraplanners and Paraplanning in the UK
From the category archives:
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 you [...]
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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 Certified [...]
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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 [...]
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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 [...]
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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, Solihull. [...]
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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 [...]
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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.
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Just a year ago, you would be forgiven for thinking that Social Networking websites were just for kids, but all of sudden the business world is using them as a powerful new tool for networking, marketing and sharing best practice. And yes, even the financial advice industry is getting on board too – because [...]
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Here at The Paraplanner we have been involved with the IFP in developing the new qualification for paraplanners. The syllabus has been published today and you can read it here. We would really like to know your thoughts so that we can pass these on. It would also be good to know what title you [...]
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The IFP Conference starts on Monday and for the second year will have a dedicated paraplanner track including a session from Martin Vaughan. The Paraplanner of the Year winner will also be announced on the Tuesday morning and we are looking forward to meeting Svenja.
If you are going to be at the conference please add [...]
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