The site for Paraplanners and Paraplanning in the UK
From the category archives:
With discussions over the Retail Distribution Review (RDR) drawing to an initial conclusion, Mike Goldsmith of Wizard Learning considers what it takes to achieve Chartered status with the Personal Finance Society and also briefly assesses a couple of alternatives. Many of you will be aware of the proposals outlined in the FSA’s RDR discussion paper [...]
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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 us it is [...]
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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 [...]
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In coming months we will be focusing on education and development issues and have some exciting plans in the pipeline. In the meantime, we know how hard most of you work to improve your own knowledge and skills by studying for and taking exams from the wide range available to you! In order to recognise [...]
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