Looking for a paraplanning course?
We get plenty of paraplanners asking about paraplanner training as there isn't any courses that offer specific training to help paraplanners gain experience in applying financial planning strategies to real-life scenarios. There are plenty of institutions offering RG146 training, such as Kaplan, but this training covers the building blocks only.
For paraplanners looking to work from home or build their career in an office, ongoing training and development is a must. It is for this reason that we're excited by a series of events that will be running in the UK. The events are run by PFS and include speakers such as Richard Allum from ParaPlanPlus providing contract paraplanning services to UK advisers.
Their topics will include:
For paraplanners looking to work from home or build their career in an office, ongoing training and development is a must. It is for this reason that we're excited by a series of events that will be running in the UK. The events are run by PFS and include speakers such as Richard Allum from ParaPlanPlus providing contract paraplanning services to UK advisers.
Their topics will include:
The Role of Paraplanning
Statement of Advice (Report) Writing Skills
Paraplanning Career Development
Pension Drawdowns
I love the idea of a full day conference that offers training in SoA writing skills, paraplanner careers information and looking at the role of a paraplanner. I would especially like to see the development of sample Statement of Advice document writing skills to meet the growing demand of financial advisers. Keith from PFS has made a good move for the UK paraplanning industry.
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