Paraplanner Pointers | Professional Paraplanner

Latest Development - Paraplanner Pointers

Organising your study notes

7 November 2019

It's worth spending a little time getting your revision notes organised, says the Brand Financial Training team.
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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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Featured Videos

Our first double bill Technical Insight Webinar took place on Tuesday 22 September 2020 and featured Prudential and NS&I, looking at the building blocks of IHT planning and where trusts fit in and how cash is an essential part of any holistic financial plan.
In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email [email protected] for more info.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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