Paraplanner Assembly Series 2020 – CRP

61 min read 22 Jul 20

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

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

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

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

This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.

CRP – The CRP shindig

Watch NextWealth's Heather Hopkins, Ascentric's John Allen, Lift Financial's Jonny Stubbs and the Paraplanners Assembly's Richard Allum discuss:

  • The world of CRPs
  • Meeting your clients' needs
  • Investment pathways, income strategies and maintaining capital
  • The emergence of cross generational thinking
  • Tax efficiencies with allowances and wrappers

And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.

Take CPD 

Looking for more

After each Assembly we share some great hints, tips and tools to keep you on the right track.

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