The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.
There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.
Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.
A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.
A Paraplanner has ‘taken the leap’ and set up her own new business.
The news this week that 21-year-old Declan Healy has graduated from the PFS apprenticeship scheme with a distinction - the first time the highest honour has been achieved - is immensely encouraging for two reasons.
Financial Planning Jobs - Financial Planning Today’s exclusive jobs service for the profession - has launched a new job listing package for firms looking to save money on recruitment.
The PFS is to run six events exclusively for Paraplanners over the next two months and will offer a livestream option for the London event to allow more people to view the sessions.
Nathan Fryer, founder of outsourced Paraplanner firm Plan Works has joined Informed Choice.
An online Paraplanners Powwow will look at building a process and strategy.
Page 9 of 34