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:

  • 14 face to face training sessions (in London)
  • 18 recorded training sessions
  • Online breakfast study club
  • Additional study support, including practice questions, audio downloads and visual guides to support your self-study.

The course is designed to provide flexibility with the recorded training sessions available to listen to at your own convenience. You will, however, need to be available for the live webinars and face to face training sessions. We will provide you with the dates of those upon enrolment.

The price of the course is £3,000 + VAT. There are two payment options:

  • £150 + VAT per month, over 20 months
  • £1,350 + VAT upfront, and £1,350 + VAT after 10 months – providing a 10% discount.

The pricing is designed to make the plan as accessible and affordable for people as possible, to help achieve our mission of greatly increasing the number of paraplanners in financial services.

For employers looking to support their paraplanner through the course, paying in two lump sums will provide a saving of £300 + VAT off the full price.

Start Dates

16th May 2019

21st October 2019


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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