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What’s driving markets right now?
24 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Structured products – like marmite?
Topical and technical Q&As
23 July 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What one paraplanner’s career reveals about advice environments
20 July 2026
Beyond technical knowledge: What really makes an excellent paraplanner?
16 July 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
2025 AWARDS Reviewed – Winner interviews, pictures, profiles
18 December 2025
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
New speaker for Manchester Technical Insight Seminar
One week on: The Professional Paraplanner Awards 2026
Winners of the Professional Paraplanner Awards 2026 – Provider Awards
Test your Knowledge: Answers – June 2022
26 May 2022
...for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial Training....
Test Your Knowledge: Questions – June 2022
Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your...
YOUR JUNE 2022 ISSUE IS LIVE
25 May 2022
...Business Development Manager at The London Institute of Banking & Finance Exchange Rates The Brand Financial Training team explain how exchange rates work and how strengthening...
Test Your Knowledge: Questions – May 2022
28 April 2022
Test your Knowledge: Answers
Exam prep: IHT Planning
21 April 2022
...Professional Paraplanner. [Main image: annie-spratt-lU4TuhmIKs4-unsplash] About Brand Financial Training Brand Financial Training provides a variety of immediately accessible free and paid learning resources to help candidates...
Exams: Ask the experts – Juggling workload and studying
7 April 2022
All this week the Brand Financial Training team will be answering questions paraplanners have submitted regarding the upcoming exams, including specific exam questions, study tips and...
Exams: Ask the experts – ESG as a case study
6 April 2022
...About Brand Financial Training Brand Financial Training provides a variety of immediately accessible free and paid learning resources to help candidates pass their CII exams. Their...
Exams: Ask the experts – Exam timings and order
5 April 2022