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Getting started in paraplanning
Publication
Publication date:
05 June 2019
Last updated:
25 February 2025
Author(s):
Personal Finance Society
So you want to be in financial planning…
There are many different career choices and paths to take in financial planning and the Personal Finance Society's paraplanning panel has put together this handy guide to help you learn more about one of them; paraplanning.
By the end of this guide you will know a little bit more about paraplanning and how to take those first steps into this challenging, rewarding and fun profession.
Download the guide to getting started in paraplanning (PDF)
This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), the CII group, local institute or Society, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the CII group, local institutes, or Societies.
