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Latest Development - Paraplanner Pointers

  • 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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  • TDQ: Test Your Knowledge – Questions

    3 April 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • TDQ: Test Your Knowledge – Answers

    3 April 2019

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications.

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  • 5 Revision Methods to try out in 2019 – which one best suits you?

    18 February 2019

    How do you find the study method that best suits you? Brand Financial Training takes a look at a selection of the different techniques that are available to help you commit information to memory.   This post was originally published on the Brand Financial Training Blog at <https://brandft.co.uk/5-revision-methods-to-try-out-in-2019-which-one-best-suits-you/> and has been reproduced here with their permission. ...

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  • Why 25 is the magic number

    15 January 2019

    When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s essential to use every moment of revision time wisely. Brand Financial Training suggests  a technique that can help you to maintain focus. This post was originally published on the Brand Financial Training Blog at and...

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  • Make things simpler with Prudential’s Extracting Company Profits tool

    26 February 2018

    Prudential’s suite of tools and calculators can help generate discussions with clients. One of the most popular one just now is the Extracting Company Profits tool. This tool helps you discuss the different options clients have for extracting profits from their business. You can input a client’s current remuneration structure and highlight how adjusting...

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  • Tips for exam preparation

    16 June 2017

    In this extended Paraplanner Pointers, Neil Clarke paraplanner with Montfort International, who has written exam questions in the past and marked the advanced (AF) exams for the CII, offers some of his tips for candidates when prepping to take their exams. When writing the advanced exam questions, the writers try to make them as...

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  • Useful Annual Allowance Calculator

    16 June 2017

    Jamie Barnes at Headley’s Financial Services looks at one of the tools he finds most useful. I find a very useful calculator, especially towards tax year end, is the Prudential Annual Allowance calculator. It is a simple downloadable Excel spreadsheet that works out whether a client has any carry forward allowance available to use,...

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