Paraplanning 101

Want to know more about what a paraplanner does, and quiz the experts on best practices, advice and tips? Then look no further!

Paraplanners are a core function within financial planning, but are often misrepresented and are the unsung heroes in the industry. We want to break this stereotype and shine a light on the growing profession – so, we’ve brought in the experts from our sister company Para-Sols to bust some myths and share their best practice tips about the role.

In this informal (and free!) Q&A style webinar, we’ll put our colleagues from Para-Sols in the hot-seat and quiz them on what a paraplanner does, their experiences of both training staff and being in the role as a paraplanner (along with any challenges they have faced along the way!), and any advice they would give for someone looking to get into the profession. From report writing to cash flow planning, we’ll be chatting all things paraplanning!

Here at The Art of Finance, we love a bit of audience participation, so feel free to submit any burning questions you might have before the day and we’ll be sure to put them to the experts. Click here to submit your questions.

Hosted by:

This event will be hosted by Holly Johnson of The Art of Finance, and joined by Kate Hall and Fran Wigham of Para-Sols.

Date

Oct 28 2021
Expired!

Time

11:00 am - 12:00 pm

Location

Online
The Art of Finance

Organizer

The Art of Finance
Phone
01325 952 542
Email
hello@theartoffinance.co.uk
Website
https://theartoffinance.co.uk/home/
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Speakers