In the third of her series of Suitability Myth Busting webinars for Professional Paraplanner, Carla Langley, founder of the Langley Consultancy, covers simplifying suitability reports; what really needs to go into a report and what just needs to be on the file.
Combined, the three sessions are designed to give paraplanners enough information “to spot the myths & nonsense around suitability report writing, and when to push back against outdated compliance”, Carla says.
The first webinar – ‘Must have’ compliance knowledge when it comes to suitability – can be viewed HERE.
The second webinar – Assessing suitability vs suitability reports – can be found HERE.
This webinar can be viewed below.