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Module 1: Overview of Paraplanning
Module 2: Understanding Financial Planning
Module 3: Investment Products
Module 4: Pensions and Retirement Planning
Module 5: Financial Analysis Techniques
Module 6: General Insurance
Module 7: Client Relationship Management
Module 8: Effective Communication Skills
Module 9: Paraplanning in Practice
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:
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.
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.
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.
Why choose us
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Certified Paraplanner Course. 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.
Join a scheduled class with a live instructor and other delegates.
Engage in activities, and communicate with your trainer and peers.
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Certified Paraplanner Course, 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. 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 sessions.
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
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 Certified Paraplanner Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Leverage benefits offered from a certification that fits your unique business or project needs
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Our Certified Paraplanner Course offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Flexible delivery methods are available depending on your learning style.
Resources are included for a comprehensive learning experience.
"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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