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Latest Development - Paraplanner Pointers

  • Try out these 3 memory techniques

    12 August 2019

    If you envy those rare types who seem to have an exceptional memory and who – seemingly effortlessly – amass encyclopaedic levels of information, while we mere mortals forget the name of someone we met last week, you’re far from alone, says Brand Financial Training MD Catriona Standingford. This post was originally published on...

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  • Managing your time

    19 July 2019

    If you are good at paraplanning you can find you become swamped with tasks. Then it’s time to get things back in order, says Michelle Hoskin, MD of Standards international

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  • 9 Ways to Increase Your Chances of Passing Your CII Written Exam

    16 June 2019

    What does the CII expect and what will give you the best chance of gaining marks? This article from Brand Financial Training helps with with exam technique and marking for 2019, particularly in Advanced Diploma Level Exams, AF1, AF2, AF4, AF5, AF7, Diploma Level Exams, R06.

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  • TDQ: AF1, R03 and private landlord taxation

    10 June 2019

    Catriona Standingford, MD of Brand Financial Training examines the personal tax issues for private landlords, a topic that is most likely to arise within the CII’s AF1 and R03 exams

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  • TDQ: Test Your Knowledge – Answers

    3 June 2019

    Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed yesterday, provided by Brand Financial Training.

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  • TDQ: Test Your Knowledge – Questions

    3 June 2019

    This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals, perfect your exam techniques and test your knowledge of the financial services market.

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  • 3 top tips for managing a team

    15 April 2019

    We asked Jonny Stubbs, head of Technical Support, Lift-Financial, to give us his three top tips for fellow paraplanners moving into a role where they are managing a team, based on his experiences. He said: 1. Lead, motivate and drive One of the biggest changes moving from a paraplanning role to running a paraplanning team was...

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  • The retirement journey and the value of advice

    3 April 2019

     The retirement journey and the value of advice   Sponsored article  When undertaking DIY at home, some say that the amateur should plan on their project taking twice as much time and three times as much money as the original estimate. The reason? DIYers make mistakes. The FCA has highlighted a similar principle in...

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