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 Milwaukee 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.

Milwaukee is the largest city in Wisconsin. The city is located on the south west shore of Lake Michigan. Milwaukee has an estimated population of around 600,000 people. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The public school system in Milwaukee is run by the local school district (MPS). There are 323 schools for 90,000 students. There are specialist magnet schools for those with an interest in academics or the arts. Of persons in Milwaukee aged 25 and above, 84.5% have a high school diploma, and 27% have a bachelor's degree or higher. In 2000, Milwaukee ranked 6th among the 30 largest North American cities in number of college students per capita. Higher education institutes in the Milwaukee area include: Medical College of Wisconsin, Milwaukee Area Technical College, Milwaukee Institute of Art and Design and Milwaukee School of Engineering. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as Milwaukee.

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Address

Downtown Milwaukee
250 East Wisconsin Avenue
18th Floor
Milwaukee
Wisconsin
53202

T: +1 7204454674

Ways to take this course

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

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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 Milwaukee FAQs

Please arrive at the venue at 8:45am.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Certified Paraplanner Course certification in Milwaukee starts from $2295
The Knowledge Academy is the Leading global training provider for Certified Paraplanner Course.
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Why choose us

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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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