Paraplanners debate ethical Financial Planning dilemmas
- Tuesday, 18 June 2019
- Articles
Delegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.
Read more...CISI Conference: From marine biology to Paraplanning
- Tuesday, 18 June 2019
- Articles
A Paraplanner explained this morning how she went from marine biology and oceanography studies to Paraplanning.
Read more...Dynamic Planner Elements launches to UK Financial Planners
- Thursday, 06 June 2019
- Articles
Dynamic Planner Elements has launched today to advice firms based across the UK.
Read more...Dan Atkinson: How Paraplanners are setting the agenda
- Tuesday, 14 May 2019
- Comment
It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.
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