The Professional Paraplanner
We are excited to finally bring this knowledge to market. You will find here a practical application of your financial planning knowledge to the profession of paraplanning. Learn how to research, model and present new strategies, revise old ones, pick up some new ideas, update on industry changes; all in bite-sized modules designed for the busy financial services professional. The focus is on the paraplanner's role in advice and the summation of this in the Statement of Advice.
This is just the beginning. As part of the launch, we have delivered Paraplanning 101, our first course, as a face-to-face training day in Melbourne, Sydney, Adelaide and Brisbane. This now forms part of the Professional Paraplanner eLearning series to commence in 2019. All face-to-face participants will also get access to the eLearning for the PP101 module. A further 7 practical courses based on key knowledge areas in advice, will follow in the coming months. We look forward to joining you on your learning journey.