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E-commerce logistics: An investment case study
28 August 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
Can I borrow money from my pension?
Understanding trusts in combination with onshore investment bonds is central to financial planning
27 August 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What fantasy football can teach us about cash flow planning
Coaching was not what I expected
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working – excellent benefits
Scotland
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
Paraplanner Team Leaders: Join us on 12 November 2026
24 August 2026
Professional Paraplanner’s Future Adviser event is returning to London
17 August 2026
Cheltenham: Are you joining us in our new location?
10 August 2026
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
Exams: Ask the experts – AF4 tips
4 April 2022
...form part of the AF4 syllabus. Information in this article is correct as at 28 March 2022. About Brand Financial Training Brand Financial Training provides a...
Exams: Ask the experts – AF7
3 April 2022
...the syllabus and also the past exam papers and exam guides and you’ll get access to all the historic papers through RevisionMate. About Brand Financial Training...
Test your Knowledge: Answers – April 2022
31 March 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 – April 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...
Saying No to your adviser: YOUR APRIL 2022 ISSUE IS LIVE
30 March 2022
...what has worked for him over the years and may work for you too IHT Planning The Brand Financial Training team consider the use of a...
Exam preparation: Cryptocurrencies
15 March 2022
Brand Financial Training look at cryptocurrencies, which make an appearance in the R02 exam under ‘alternative investments’ but do not yet appear in any of the...
