Important Notice: Essential System Maintenance – 10 October, 08:00–12:00
To support our ongoing security and compliance requirements, essential system maintenance will take place on 10 October between 08:00 and 12:00.
During this period, any new PSI examinations booked during the maintenance window may not be visible in the MyCII/MyPFS dashboard until the work has been completed. Orders submitted during this time may also experience processing delays.
We apologise for any inconvenience and appreciate your patience while we carry out these important security updates.
Paraplanning Suitability Report Writing Guide
Publication date:
08 May 2024
Last updated:
19 February 2026
This guide offers paraplanners best practice guidance around what to include in a suitability report so that a client can make an informed decision.
What's the purpose of a suitability report?
To show how recommendations meet your client's objectives. This means the client needs to:
- Actually read the report
- Understand it, so they can make an informed decision
- Trust us and our ability to do the right thing for them.
Find out more in the full guide here, or click the image below.
