The Art of… Paraplanning

The Art of… Paraplanning

Role: Paraplanner • Qualification: Level 4Duration: 20 months

If you’re not sure what a paraplanner is, why not read all about the role hereIf you know what it is, and know you want to be one, read on!

This course is designed to take someone with little or no financial services experience, to a fully qualified, and trained, level 4 paraplanner. In addition to the actual qualification (detailed further in the ‘Qualification’ tab), the course will deliver wider knowledge and practical training in the paraplanner role, including:


  • Data gathering and plan analysis
  • Research processes and systems
  • Markets, funds and industry overview
  • Cashflow modelling
  • Report writing
  • Use of back office, platform and other finance technology
  • Case management and efficiency
  • Compliance and regulation

For those already working in financial services, we will tailor training to match the systems and software used by your existing company wherever possible.

The course includes the study material and exam entry, as well as dedicated training, for the six exams that make up the Diploma in Regulated Financial Planning, via the Chartered Insurance Institute. This is the level of qualification required by the regulatory body, the FCA, for an individual to be a regulated financial adviser, and it is widely accepted as a benchmark qualification for a qualified and experienced paraplanner to also hold.

The course will be delivered over 20 months and the structure includes:

  • 15 face to face training sessions
  • Virtual study clubs
  • Additional study support, including practice questions, audio downloads and visual guides to support your self-study.

The course is designed to provide flexibility with doing the bulk of the exam revision, and making your way through the online learning modules in your own time. You will, however, need to be available for the face to face training sessions and encourage you to join the virtual study clubs where you can too. We will provide you with the dates of those upon enrolment.

The price of the course is £4,995, inclusive of all relevant VAT
Employers payment plan.

You will be invoiced for 50% of the course fee upon enrolment and this will be due 30 days before the first session. The remaining 50% will be due at the halfway point of the course.

We do offer a 10% discount to those paying for the full course upfront, upon enrolment.

Self-funders payment plan.

To make the course as accessible and affordable for those outside the profession and achieve our mission of attracting as many people to a new career in financial services as we can, we have a payment plan for those individuals self-funding their study, where the full cost is paid over the duration of the course, on a monthly basis.

Start Dates

30th January 2020 (NORTH – Darlington)

27th April 2020 (SOUTH – Central London)


Signing up with us is simple – click here and complete the sign up form. We will then send you an email with a full prospectus and the next available start date. When you have selected your preferred start date, we can enrol you and you will receive your first batch of course material and dates for your diary.

Part of the Verve Group

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