Download the slide deck from Howwow 1 - PROD.
The Paraplanners Powwow
We know that Paraplanners are crucial to the financial planning process.
So we’re supporting the Paraplanners Powwow - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.
And as you might guess from the name, there’s a distinctly Wild West flavour to what they do!
Introducing the Magnificent Five
We’re working with the Paraplanners Powwow to create this series because we believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.
And better still – all the sessions are CPD accredited!
Howwow 1 – PROD – the new sheriff in town
Recap
Watch lang cat’s Mike Barratt, Ascentric’s John Allen and the Powwow’s Richard Allum getting to grips with:
- PROD and segmentation
- CIPs and CRPs –what's the difference and how do they work together?
- How do you deliver the right client outcomes?
- Where are the exceptions?
And don’t forget the session is CPDable – answer our questions to get your certificate
Take the CPDHints, tips and tools
After each Howwow we’ll be adding some great hints, tips and tools to keep you on the right track – keep checking back for new additions.
Slide deck
Upcoming events
A sneak peek at our upcoming events with the Paraplanners Powwow
Howwow 2
- What is a CIP? Is one enough?
- Different CIPs – Pros and cons
- Do it yourself or get a CIP in?
- Build it – how do Paraplanners get their hands dirty with building a CIP?
Howwow 3
- Meeting your clients' needs?
- Investment pathways, income strategies and maintaining capital
- Cross generational thinking
- Tax efficiencies with allowances and wrappers
Howwow 4
- Which tax wrapper – and in what order?
- DFMs and CGT?
- Doing the CGT sums
- Multi asset funds with tax benefits
Howwow 5
- What are they?
- How do they fit in the CIP and CRP jigsaw
- What might the future hold?
Related Content
Technical & Regulatory Support
While it's vital that you and your firm are working within the industry regulations we know it can sometimes be hard to keep up to date with the latest changes being made. To help support you we've written some handy guides and checklists which will help you to ensure you align with technical and regulatory changes.
Technical & Regulatory Support