The site for Paraplanners and Paraplanning in the UK
From the category archives:
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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This is a guest post from Cathi Harrison of Para-Sols Outsourced Paraplanning which was originally published in Citywire New Model Adviser, Issue no: 176, 17/08/2009. Cathi started her freelance paraplanning business in the North fairly recently and we are pleased to welcome her as a contributor to The Paraplanner.
Put Younger People in the Target Zone
A [...]
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I was lucky enough to be able to attend the Morningstar Investment Conference this year and it again confirmed my opinion that this is for me one of the most worthwhile conferences of the year.For those that don’t know the conference is two days of intensive presentations discussion and debate by some very high profile [...]
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A short while ago here at Brand Financial Training, we had a telephone call from somebody studying for CF2 Investment and risk. They were querying at what stage higher rate tax becomes payable and revealed a fundamental misunderstanding of how income tax is calculated. We did of course explain the topic to them, and helped [...]
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When you’ve been in Financial Services for more than 5 years you will have heard the phrase ‘it’s time in the market not timing the market’ and this is usually followed by ‘if you missed the best 10 days….’This particular statistic has always fascinated me (probably something to do with being a paraplanner), I’d always [...]
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