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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 | 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
News items | 09 Jun 2016
Since the Government rewrote the rule book on pensions practice, some 7,000 Financial Planners, Paraplanners and people in related roles have enrolled for the CII's Pensions Update Programme, R08. And over half of these have already passed the exam.
26 May 2016
The ultimate endorsement of excellence and professional achievement   Paraplanners make up the second largest segment of Personal Finance Society membership and the paraplanner role is fast becoming established as a profession in its own right. 
29 May 2015
Paraplanners make up the second largest segment of Personal Finance Society membership and the role of Paraplanner is fast becoming established as a profession in its own right. A high proportion of paraplanners have achieved Chartered status and the vast majority share the belief that Char...
01 Aug 2013
The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Andrew Donald, Regional Relationship Manager, Seven Investment Management, looks at what active and passive investment management looks like and how passiv...
01 Jul 2013
The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 27th June and London, 2 July. David Shelton, Independent Consultant, Stoke Bishop Associates, looks at the practicalities, market context, client reaction, the regulator and the HMRC when de...
 
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