The Paraplanners

Blog / CPD


Budding paraplanner? Your chance to be our guest at IFP paraplanning conference

23 March 2015

We’re giving two undergraduates – with an ambition to pursue a role in paraplanning or financial planning – the chance to be our guests at the IFP’s paraplanning conference.

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What's it like to move from in-house to outsourced paraplanning?

10 December 2014

A year on since she joined The Paraplanners, Claire Goodwin reflects her reasons for switching from in-house to outsourced paraplanning

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Examining the facts

22 May 2014

Kim wonders what the CII's recent decision to withdraw entry-level qualifications may mean for paraplanners.

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Counting the calories of professional milestones

10 December 2013

Last Friday morning, Kat Mock achieved a long-held professional ambition. But it took a trip to the gym later that day to realise what it really meant.

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A qualified view on qualifications

9 August 2013

Kim suggests that the pursuit of qualifications is really just a means to an end - and the end is probably endless.

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Paraplanning: The next generation

9 July 2013

The Paraplanners' Kim Bendall has been speaking about the role of paraplanning in financial planning practices at the IFP's practice management event in London today. Here are the slides from her talk.

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Professional development in paraplanning at PFS regional conferences

25 June 2013

Richard is giving two talks about professional development at the PFS Paraplanning Conferences in June and July - here are his slides from today's conference in Wakefield.

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Kim graduates to PFS Fellowship

13 May 2013

The Paraplanners' Kim Bendall has become a Fellow of the Personal Finance Society following her graduation ceremony last week.

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Mixing it up for the PFS Paraplanning Conferences

29 April 2013

Richard wonders if the PFS's Mark Hutchinson has hit upon a new way to describe paraplanners ahead of this year's PFS Paraplanning Conferences

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