The Paraplanners Assembly

We know that Paraplanners are crucial to the financial planning process.

So we’re supporting the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things. 

Get to know the Paraplanners Assembly

Introducing the Magnificent Five

We’re working with the Paraplanners Assembly 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!

Online Assembly 1 – PROD

Recap

Watch lang cat’s Mike Barratt, Ascentric’s John Allen and the Assembly'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 CPD
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