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Personal Finance Society
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Qualification unit
This unit has been developed to help paraplanners develop and demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions. Coursework guidelines and instructions...
01 Aug 2013
The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Richard Allum, Founder, The Paraplanners, looks at the evolution of the paraplanner, what a paraplanner is and the variation in paraplanner roles and how to pro...
01 Jul 2013
The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 27th June and London, 2 July. Dave Robinson, Chartered Financial Planner, Director Albert Goodman & Co presented this session which looks at the role of the paraplanner in the financial ...
Technical articles | 10 Jun 2013
With a definite trend emerging among paraplanners to achieve high level qualifications, FS Magazine spoke to Kim Bendall, who recently achieved Fellowship of the PFS...
Technical articles | 28 Feb 2013
The PFS will be hosting two bespoke paraplanning conferences in late June and early July, in association with 7IM and Legal & General. Mark Hutchinson previews what promises to be a unique day of practical skills workshops, knowledge and networking for professional paraplanners...
Technical articles | 12 Feb 2013
As the paraplanner role becomes increasingly recognised, Michelle Worvell spoke to Gemma Langlands, the PFS's Paraplanner of the Year about what drew her to this increasingly crucial part of the profession…
Technical articles | 13 Dec 2012
In the second of a new series of articles for paraplanners, Tom Cox discusses one of the latest additions to the CII financial services qualifications framework,  designed specifically for paraplanners.
Technical articles | 02 Oct 2012
In the first of a new series of articles for paraplanners, Mark Hutchinson takes a look at the early results from a recent study focusing on what this emerging profession expects from the industry and its professional body
Technical articles | 01 Jul 2008
Martin Vaughn explains the invaluable role played in the provision of financial advice by paraplanners and other support staff.  Over recent years we have seen the rise of a new role in financial services, that of the paraplanner.  Due to the fact that the role has evolved rather ...
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