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

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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.

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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 Auckland 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.

Auckland is located in the North Island of New Zealand and is the largest area in the country. The population in Auckland is around 1,414,000 which makes up 31% of the entire countries population. Auckland was ranked 9th in the ‘World’s Most Liveable Places’ study in 2015. Auckland’s urban area has around 340 primary schools, 80 secondary schools and 29 combined schools catering for nearly 250,000 people. Auckland is also home to Rangitoto College which is the largest school in New Zealand housing over 3065 students. Auckland is home to some of the largest Universities in New Zealand and is renowned for its overseas language education, with a huge amount of foreign students choosing to study there. Some of the most acclaimed Universities in Auckland are: University of Auckland, Auckland University of Technology, Massey University, Manukau Institute of Technology and Unitec New Zealand. The University of Auckland is the largest and highest ranked university in the country. The University of Auckland was founded in 1883 and is made up of over 8 faculties and houses more than 40,000 students. The University of Auckland offers students various areas of study, such as Faculty of Arts, Business School, Faculty of Science and Faculty of Medical and Health Sciences. Massey University is another university situated in Auckland, Massey University houses over 35,000 students with 17,000 of those being distance learning students. Massey University is the only university in New Zealand that offers degrees in nanoscience, veterinary medicine and aviation. Massey University was established in 1927 and has links with the USA, Australia, Canada and Britain. The Unitec Institute of Technology is the largest institute of technology in Auckland and has over 16,000 students. The Institute was established in 1976. The Institute offers students degree programs in arts, business and technical subjects at bachelors, masters and doctoral level. The Manukau Institute of Technology was established in 1970 and houses over 25,000 students. The Manakau Institute of Technology offers students areas of study such as; Hospitality, Computing & IT, English Language, Engineering and Sport. The Manakau Institute of Technology has close connections with other institutes such as; University of Auckland, Te Wananga o Aotearoa and the Unitec Institute of Technology. 

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Address

Level 2, Regus Building, 6 Clayton Street

T: +64 98874342

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Certified Paraplanner Course in Auckland. 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 Auckland, 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.

Experience the most sought-after learning style with The Knowledge Academy's Certified Paraplanner Course in Auckland. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Certified Paraplanner Course in Auckland sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

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.

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Tailored learning experience

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

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Maximise your training budget

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

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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

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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 Auckland 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 Coursein Auckland starts from NZD3995
The Knowledge Academy is the Leading global training provider for Certified Paraplanner Course.
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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.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"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

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