Exam refresher: Money-weighted & time-weighted rate of return

23 June 2020

Catriona Standingford, MD of Brand Financial Training, considers how to calculate money-weighted rate of return and time-weighted rate of return when evaluating performance of an investment...

Preparing for R06

9 June 2020

The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected...

TDQ: TEST YOUR KNOWLEDGE – ANSWERS

28 May 2020

...for your qualifications. 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

TEST YOUR KNOWLEDGE QUESTIONS

28 May 2020

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...

YOUR JUNE 2020 MAGAZINE IS LIVE

27 May 2020

CLICK HERE TO ACCESS THE ISSUE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll find inside: Paraplanner profile Katherine Harvey, client services director, Russell...

TDQ: Investing for Children

18 May 2020

It’s important to be prepared for a question on the subject of investing for children, says Catriona Standingford, MD of Brand Financial Training, as questions can...

TDQ: TEST YOUR KNOWLEDGE ANSWERS – May 2020

30 April 2020

...for your qualifications. 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

TEST YOUR KNOWLEDGE QUESTIONS – May 2020

30 April 2020

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...

Your May issue – out now

29 April 2020

...Investing for Children It’s important to be prepared for a question on the subject of investing for children, says Catriona Standingford, MD of Brand Financial Training,...