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The Paraplanner Exam Workshop

This two day interactive programme focuses on the skills, knowledge and competences required by a Paraplanner in a Financial Planning Practice. It’s popular, effective and a great way to improve your skills. Its the ideal preparation for the Certificate in Paraplanning examination too.

WORKSHOP INFORMATION

• Summary
• Day one
• Day two
• Venues
• Workshop dates
• Workshop fees
• Terms and conditions

SUMMARY

Paraplanners not only provide crucial support to Financial Planners but they help to ensure that the overall Financial Planning process is as smooth and effective as possible for the clients of the firm.

Exclusive to the IFP this two day workshop is based around the job competences of a Paraplanner.  Refreshingly, it moves away from the more traditional technical content.  It provides delegates with a comprehensive understanding of the Financial Planning process and more particularly, skills required to successfully fulfil the role of a Paraplanner within a Financial Planning business and embark on the Certificate in Paraplanning.

This unique workshop is highly interactive with delegates being encouraged to take the opportunity to learn from each other during the various group based activities.  A suitable period has been allowed between each workshop to ensure delegates can put into practice their new found skills under supervision.

DAY ONE: Paraplanning Skills

This will provide Paraplanners with an overview of the Financial Planning process and their role within it.

The day will cover:

• The Financial Planning process
• Paraplanning and working with the Financial Planner - who does what?
• The main elements of the financial plan
• Analysing the client's situation and available resources
• Calculating shortfalls
• Preparing outline recommendations

The day begins with a comprehensive overview and explanation of the six step Financial Planning process that is necessary to follow in every planning situation and the key functions that are performed by the paraplanner. 

At the end of the day you will be able to:

• Understand the role of the Paraplanner and their importance in the Financial Planning process
• Prepare the main elements of the financial plan
• Prepare outline recommendations for the financial plan

You are advised to book Day 2 approximately three months after Day 1 to allow you the opportunity to use the knowledge and skills you have acquired back in your workplace.

DAY TWO: Principles of Financial Planning Preparation Day

Day two reinforces the key learning points from the previous day and extends the range of Financial Planning awareness.

The purpose of this day is to build on day one but also to prepare candidates for the examination.

The day will cover:

• The format of the exam and what happens after the exam
• A review of the syllabus
• Technical revision sessions (calculations, net worth statements, income & expenditure analyses etc)

At the end of the day you will be able to:

• Identify those areas that may require further revision before sitting the exam
• Understand the exam format and exam technique

VENUES

Confirmation of the venue will be sent to delegates a minimum of one week prior to the workshop.

2010 WORKSHOP DATES

Although we would encourage delegates to attend both days at the same location, it is possible to take day one and day two at separate locations.

2010 PRICES

BOOK NOW

Included within the price of this workshop is the cost of a financial calculator. VAT is not applicable and travel or accommodation must be booked independently.

PARAPLANNER RESOURCE LIBRARY

BOOKING TERMS AND CONDITIONS

Please refer to the full booking terms and conditions as detailed within the professional development section of this website.  In the event that a workshop booking is made, this will be deemed to constitute acceptance by the attendee of the booking terms and conditions.

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