paraplanning
Regulation
Paraplanners are being invited to take part in an independent ‘powwow' forum event this autumn - with sessions hosted in teepees.
24 June 2013
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Regulation
The Financial Services Authority (FSA) has told paraplanners they should challenge their financial advisers on suitability letters to help meet regulatory requirements and improve relationships with clients.
24 May 2012
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Investing in the profession
The Chartered Insurance Institute (CII) is to introduce a Level 4 Certificate in Paraplanning, following in the footsteps of the Institute of Financial Planning (IFP), which launched a similar qualification last year.
09 November 2011
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Investing in the profession
The Institute of Financial Planning (IFP) has confirmed its Certificate in Paraplanning has been recognised under the Chartered Insurance Institute (CII) qualifications framework.
22 June 2011
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Your profession
Paraplanners must have some sort of client-facing role within a successful advisory business, according to Phil Billingham.
27 May 2011
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Your profession
Paraplanner Martin Vaughan gives his top tips on creating the ideal client suitability lettter.
26 May 2011
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Investing in the profession
How much do you know about the average paraplanner and their aspirations?
25 May 2011
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Investing in the profession
Axa Wealth's new Professional Edge consultancy service is launching a series of nationwide seminars focusing on paraplanner development.
06 May 2011
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Your profession
The level of hourly fees charged by advisers for their paraplanners varies widely from zero to £185, according to research by threesixty.
17 March 2011
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