Course information

Certified Paraplanner Training Course Outline

Module 1: Overview of Paraplanning

  • Definition and Role of a Paraplanner
  • Key Responsibilities and Skills Required
  • Paraplanning in the Financial Planning Process

Module 2: Understanding Financial Planning

  • Basic concepts of financial planning
  • Overview of financial products and services
  • The financial planning process

Module 3: Investment Products

  • Types of Investment Products (Equities, Bonds, Funds)
  • Risk and Return Analysis
  • Taxation of Investments

Module 4: Pensions and Retirement Planning

  • Types of Pension Schemes (Defined Benefit, Defined Contribution)
  • Pension Regulations and Tax Relief
  • Retirement Planning Strategies

Module 5: Financial Analysis Techniques

  • Cash flow analysis
  • Budgeting and forecasting
  • Ratio analysis and performance metrics

Module 6: General Insurance

  • Property, Motor, and Travel Insurance
  • Underwriting and Claims Processes
  • Regulatory Requirements and Consumer Protection

Module 7: Client Relationship Management

  • Building and maintaining client relationships
  • Understanding client needs and objectives
  • Client meeting preparation and follow-up

Module 8: Effective Communication Skills

  • Verbal and written communication techniques
  • Presenting financial information to clients
  • Handling client queries and objections

Module 9: Paraplanning in Practice

  • Writing Suitability Reports
  • Cash Flow Modelling
  • Software Tools and Technology in Paraplanning

Show moredowndown

Who should attend this Certified Paraplanner Course?

This Paraplanner Course is ideal for individuals seeking to enhance their financial planning skills, advance their career in finance, and gain comprehensive knowledge in paraplanning processes and regulations. This course can be beneficial for a wide range of professionals, including:

  • Financial Advisors
  • Wealth Managers
  • Investment Analysts
  • Compliance Officers
  • Client Relationship Managers
  • Financial Administrators
  • Pension Consultants
  • Insurance Brokers

Prerequisites of the Certified Paraplanner Course

There are no formal prerequisites for taking this Paraplanner Course. However, a basic understanding of financial planning principles, proficiency in Microsoft Office, and a high school diploma or equivalent can be beneficial for delegates.

Certified Paraplanner Training Course Overview

The Certified Paraplanner Course provides a comprehensive introduction to the key skills and knowledge required to excel as a paraplanner. This role is critical in the financial services industry, supporting financial advisers with research, report writing, and client management. Understanding the fundamentals of paraplanning enhances the efficiency and effectiveness of financial planning teams.

Proficiency in Paraplanning is essential for financial professionals who aspire to deliver high-quality service and maintain regulatory compliance. Financial Advisers, Financial Planners, and support staff should aim to master paraplanning to provide better client support and streamline advisory processes. Mastery in this area ensures accurate and thorough preparation of financial advice.

This intensive 2-day training course by The Knowledge Academy equips delegates with the necessary skills to excel in paraplanning. Through interactive sessions and practical exercises, delegates will learn to conduct thorough research, prepare detailed reports, and effectively support financial advisers. This training enhances their professional skills, making them invaluable assets to any financial planning team.

Course Objectives

  • To understand the role and responsibilities of a paraplanner
  • To conduct comprehensive financial research
  • To prepare detailed financial reports
  • To support financial advisers in creating financial plans
  • To ensure compliance with regulatory requirements
  • To enhance client communication and management skills

After completing this certification, delegates will receive the Certificate in Paraplanning and gain the skills and knowledge needed to excel as paraplanners, enhancing their professional value and contributing to the success of their financial planning teams.

Show moredowndown

What’s included in this Certified Paraplanner Course?

  • World-Class Training Sessions from Experienced Instructors
  • Certified Paraplanner Certificate
  • Digital Delegate Pack

Why choose us

Our Montreal venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Montreal is the largest city in the province of Quebec and is the 9th largest city in the whole of the continent of North America. The city is named after the hill in the heart on the city called Mount Royal. It has and estimated population of roughly 1.65 million people. Education in Canada is mostly free and publicly funded. It is overseen by the federal, provincial and local governments, with the education within provincial jurisdiction and the curriculum overseen by the province. Education is compulsory in most provinces up to the age of 16. Parents can choose between sending their children to one of the public schools or they can sent them to a fee paying private school. Those who live in Montreal and find that picking a secondary school is a fraught decision involving school zones and ratings. Royal West Academy is one of the most prestigious schools in Montreal. It is a public Anglophone secondary school that performs excellently academically. Royal West Academy is part of the English Montreal School Board. The schools mission is to provide a structured environment for those who are committed to academic study. They offer top computer training courses and have an appreciation for the arts, social issues and community responsibilities. To enter this school students must pass an entrance exam due to the limit places that are available. Canada’s higher has a very good reputation. However there is no formal ranking system and students will often choose colleges and universities bases on geographic convenience and the reputation of a particular course. Montreal has the highest concentration of post-secondary students of all major cities in North America. There are 4 universities, seven degree awarding institutions and 12 CEGEPS (publicly funded pre‑university college in the province of Quebec) in a 5 mile radius. The University of Montreal is the second largest research university in the country. It is ranked 115th in the world and is the 5th highest ranked Canadian university in the world rankings. The university is affiliated with two other higher education institutions in the area; the École Polytechnique de Montréal (School of Engineering) and HEC Montréal (School of Business). The school of business is widely regarded as being one of the best business schools in Canada. The University of Montreal is a Francophone institute which means the lessons are taught predominantly in French.

Show moredown

Address

Regus,
2001 University Street, Suite 1700
Montreal
Quebec
H3A 2A6

T: +1 6474932992

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Certified Paraplanner Course in Montreal. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Certified Paraplanner Course in Montreal, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

tailored_learning_experience

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

budget

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

team_building

Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

monitor_progress

Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Certified Paraplanner Course in Montreal FAQs

This Certified Course equips individuals with the skills and knowledge to support financial advisors, covering areas like financial planning, report writing, and client communication, ensuring they can efficiently assist in delivering comprehensive financial services.
This Paraplanner Training enhances your understanding of financial services, improves career prospects, and equips you with essential skills for supporting financial planners, such as client communication, report writing, and technical knowledge, ultimately increasing your value in the financial industry.
There are no specific prerequisites for taking this Paraplanner Training, making it accessible to anyone interested in entering the financial planning field or enhancing their existing skills and knowledge in supporting financial advisors.
With this Paraplanner Certification training, you’ll receive comprehensive training materials, expert-led instruction, practical exercises, and a certification upon completion, validating your skills and knowledge as a qualified paraplanner ready to support financial advisors.
This course is a 2-days training course during which delegates participate in intensive learning sessions that cover various course topics.
To be a paraplanner, you generally need a relevant financial planning qualification or certification. While formal qualifications are not always required, having a recognised certification greatly enhances your employability and demonstrates your competency in the field.
Yes, being a paraplanner is a rewarding career with good prospects. It offers a pathway into financial planning, provides job stability, and the opportunity to develop specialised skills while supporting financial advisors and helping clients achieve their financial goals.
Yes, paraplanners are in high demand due to the growing complexity of financial planning. Financial Advisors increasingly rely on paraplanners for research, report preparation, and administrative support, making them essential to the financial services industry.
Paraplanning can be challenging due to the technical knowledge required and the need for precision in financial planning tasks. However, with proper training and practice, it becomes manageable, and many find the work intellectually rewarding and fulfilling.
This training enhances your skills in financial planning, report writing, and client communication, making you a more effective and valuable team member. It can improve your job performance and open up opportunities for advancement in the financial services sector.
Paraplanners earn a competitive salary, typically ranging from £25,000 to £40,000 annually, depending on experience, location, and qualifications. Experienced paraplanners with advanced certifications can earn higher salaries, reflecting their expertise and value in the industry.
After completing the Paraplanner Training, you should seek a paraplanner position to gain practical experience, continue professional development with advanced certifications, and consider pursuing further qualifications to eventually become a fully-fledged financial advisor if desired.
The training fees for Certified Paraplanner Course certification in Montreal starts from CAD2995
The Knowledge Academy is the Leading global training provider for Certified Paraplanner Course.
Show more down

Why choose us

icon

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

icon

Many delivery methods

Flexible delivery methods are available depending on your learning style.

icon

High quality resources

Resources are included for a comprehensive learning experience.

barclays Logo
deloitte Logo
Thames Water Logo

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

santander logo
bmw Logo
Google Logo

Looking for more information on Finance Fast Track Courses?

backBack to course information

Get a custom course package

We may not have any package deals available including this course. If you enquire or give us a call on +1 6474932992 and speak to our training experts, we should be able to help you with your requirements.

cross

OUR BIGGEST SUMMER SALE!

Special Discounts

red-starWHO WILL BE FUNDING THE COURSE?

close

close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.

close

close

Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.