Paraplanner Assembly Series 2020 – PROD

83 min read 23 Mar 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.

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

First up – PROD – The new Sheriff in Town

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 CPD-able – answer our questions 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.

Other Assemblies