The Art of Paraplanning

The Art of Paraplanning

This course is designed to deliver knowledge of, and practical training in, the paraplanner role. If you’re not sure what a paraplanner is, read about the role here. If you know what it is, and know you want to be one, read on!

 

This course is designed to provide learners with practical training in, and wider knowledge of, the paraplanner role – now and in the future, including a look at research tools, FCA regulations, and next steps on your journey to being qualified.

The course is aimed at someone with little or no financial services experience, with modules broken down into bitesize chunks making content manageable.

The course is delivered via seven modules which can be seen on the ‘topic’ tab.

What you’ll learn

  • How to be an effective data-gatherer
  • How to prepare for client meetings
  • How to evaluate fund management strategies
  • How to use back office, platform and other finance technology
  • How to construct an adaptable suitability report
  • What cashflow planning is and how it is used

This course includes

  • Access to 28 hours online content
  • Networking opportunities with the learning community
  • Support from a course tutor
  • Technical assistance
  • End of course assessment

This programme comprises of seven modules. These are:

  • Data Gathering
  • The Advice Journey
  • Markets / Funds / Research
  • Products and Platforms
  • Paraplanner Fundamentals
  • Advanced report writing
  • Cashflow and financial planning
Download the Course Guide on the right, to read more about the learning objectives for each module.
This programme is suitable for those looking to persue, or progress, their career in a paraplanning role within a financial planning firm.

Whether you are brand new to the world of financial services, or have been in the industry for a number of years and want to update your skills and knowledge, this course will provide you with the expertise required to do your job.

It covers everything from the most fundamental aspects of financial services, how they impact on the clients, how to research and formulate recommendations, and how to do an amazing job at explaining them to a client. So whether an administrator, existing paraplanner, or future financial adviser, you’re bound to learn something new from it.

The price of this programme is £1,400 + VAT.

 

Self-funders payment plan

To make the course accessible and affordable for new-entrants to financial services, we offer a payment plan to those individuals self-funding their study, where the full programme cost can be paid over the duration of the course, on a monthly basis.


Completion requirements

The whole course requires completing, along with the end of course assessment. This has a minimum pass mark of 65% to be achieved in order to successfully pass the course.

Upon completion of this course, you will be recognised as having attained the Art of Paraplanning training course, from The Art of Finance.

Certification

In addition, all of our content has been CPD Certified, meaning that all your time and investment is nationally recognised. Upon completion of your course, you’ll be sent your Art of Finance kitemark and CPD certificate to acknowledge your successful skills training and evidence for your firm’s compliance.

£1,400 + VAT

 

Online

 

28 hours

 

1 hour per week

 

Part of the Verve Group

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