General

• Say hello!

  Announcement 8.6K views 180 comments 0 points Most recent by Admin October 2
• Forum etiquette

  Announcement 634 views 0 comments 0 points Started by benjaminfabi December 2019
• Updated: Paid for and licensed material

  Announcement 1.5K views 0 comments 0 points Started by Admin March 2019
• Getting started in the Big Tent

  Announcement 1.7K views 0 comments 0 points Started by Admin March 2016
• Investments for B-Corp company

  41 views 3 comments 0 points Most recent by TimMatthias December 1
• How often to issue RPQ

  128 views 3 comments 0 points Most recent by benjaminfabi October 25
• Innovative (or not) product ideas that don't exist

  123 views 2 comments 0 points Most recent by Wildparaplanner October 11
• Financial planning - exams and career with ADHD etc.

  584 views 10 comments 0 points Most recent by richallum October 4
• Some questions from someone interested in transitioning to a Paraplanner

  134 views 1 comment 0 points Most recent by PippaO September 30
• AI/ChatGPT right now

  213 views 3 comments 0 points Most recent by PeterM September 18
• Making gifts to benefit recipients

  64 views 1 comment 0 points Most recent by richardgough July 20
• How does your firm structure paraplanning?

  197 views 2 comments 0 points Most recent by ruthiebusybee July 6
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  112 views 0 comments 0 points Started by Colin1980 May 19
• Mortgage Broker - retrain as a Paraplanner?

  77 views 0 comments 0 points Started by MrsG26 May 15
• New Podcast

  72 views 0 comments 0 points Started by CQplanning March 16
• Some useful links, groups and other bits and pieces for paraplanners

  150 views 2 comments 0 points Most recent by Caro March 13
• HNW/UHNW Case Study Resources

  66 views 0 comments 0 points Started by Elgrandelulu March 7
• Vitality savings plans

  97 views 4 comments 0 points Most recent by Nath February 17
• From Paraplanner to Financial Planner

  325 views 4 comments 0 points Most recent by Nath February 9
• What is it with ReAssure?

  198 views 4 comments 0 points Most recent by Ralfos January 17
• The end of the paraplanner?

  337 views 2 comments 0 points Most recent by TomLloyd_Read January 16
• Role

  137 views 1 comment 0 points Most recent by Admin January 6
• CII and PFS situation

  164 views 0 comments 0 points Started by Mosher December 2022
• Ongoing Adviser Fees

  161 views 0 comments 0 points Started by seanhurst November 2022
• Factfind???

  236 views 7 comments 0 points Most recent by ParaplannerFP November 2022
• Mid Life Career Change from professional role to Paraplanning advice please

  334 views 6 comments 0 points Most recent by Snewton November 2022
• Any users of XPlan? Looking for opinions!

  186 views 5 comments 0 points Most recent by richardgough November 2022
• Investment Policy Statement

  54 views 0 comments 0 points Started by ruthiebusybee October 2022
• Systems / Best Practice

  151 views 3 comments 0 points Most recent by RyanBrown October 2022
• Client information and Data Protection

  90 views 1 comment 0 points Most recent by SimplyParaplanner September 2022
• PROD - Gen Ins and Non-Inv Ins - Value assessments and Fair Value

  38 views 0 comments 0 points Started by ruthiebusybee August 2022
• How many clients do you have?

  347 views 6 comments 0 points Most recent by Gustavo_Fring August 2022
• Daily Market Update Email

  112 views 3 comments 0 points Most recent by Gustavo_Fring August 2022