The site for Paraplanners and Paraplanning in the UK
From the category archives:
Hot on the heels of this week’s Powwow UpNorth the tribes are heading Down South giving southern paraplanners the chance to meet up, exchange views, learn things, fix things and share things. The location and date will be chosen by the participants and there’s more info here.
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The first Paraplanners Powwow is taking shape nicely with details announced today of the content, agenda and, most importantly for some, the food! Sessions include “How do you carry out platform due diligence?”, “What goes into a really good report?” and “How do you build a cash-flow model?”. There will also be a show & [...]
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Wizard Learning has been a supporter of this site for many years, especially with the Paraplanner of the Year, and we are pleased to return the favour with this post from them about the additions to their CPD system. CPD must be more than just ticking the CPD boxes The financial news element of our [...]
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Would a Summer gathering of paraplanners at a teepee-based professional powwow tempt you? I’m contemplating the creation of a paraplanner-only event where outsourced and in-house paraplanner tribes can mingle and share tales of best practice, swap stories and listen to opinion-leading chiefs. An informally enlightening and entertaining event where paraplanners can meet with paraplanners and [...]
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The IFP conference this year was once again held at Celtic Manor resort in Cardiff. A beautiful setting near Newport in Wales and home of the Ryder Cup golf competition in 2010. Held over three days, 1st – 3rd October the conference was sold out. It included the IFP’s AGM on the first evening and [...]
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It’s the start of 2011 and we would like to wish all of you a Happy and prosperous New Year. We hope that 2011 will be a really good year for all of you personally and also that it will prove to be an even more productive year for all paraplanners and administrators. There are [...]
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All of sudden I appear to be a successful fund manager, albeit in a fantasy league. I entered the JPM Fantasy Fund Manager and currently stand in 31st place out of 8,000+ entries. My portfolio has adopted a ‘shoot the lights out’ objective with a risk profile of ‘highly likely to crash and burn’ but [...]
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Svenja Keller is presented with her award as Paraplanner of the Year. Better picture to follow!
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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 with their useful guide [...]
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