The Big Tent

• From Paraplanner to Financial Planner

  339 views 4 comments 0 points Most recent by Nath February 2023General
• Moneyinfo factfind

  241 views 2 comments 0 points Most recent by BryceClark22 February 2023Technology & IT
• New to Paraplanning Team Leader Role

  417 views 2 comments 0 points Most recent by Kbrown578 February 2023Team leaders & managers
• RO3 Help please

  205 views 2 comments 0 points Most recent by Jen_Berwick February 2023CPD & Exams
• Paraplanning Services Available

  162 views 0 comments 0 points Started by TraceyMac January 2023 Outsourced & freelance paraplanners
• Looking for Para-planning services

  383 views 3 comments 0 points Most recent by TraceyMac January 2023Outsourced & freelance paraplanners
• Ad hoc adviser charge not from product

  134 views 3 comments 0 points Most recent by GolfPutt21 January 2023Technical stuff
• O&M Profiler

  143 views 1 comment 0 points Most recent by HR246 January 2023Technology & IT
• NHS Defered member accruals

  203 views 5 comments 0 points Most recent by les_cameron January 2023Technical stuff
• Anyone completed AF6 ?

  461 views 3 comments 0 points Most recent by Elgrandelulu January 2023CPD & Exams
• Combining AF1/J02 Studies/Exams

  267 views 4 comments 0 points Most recent by Babyfacesmith January 2023CPD & Exams
• AF8 Exam - Assignment 3

  652 views 6 comments 0 points Most recent by Gayle January 2023CPD & Exams
• What is it with ReAssure?

  257 views 4 comments 0 points Most recent by Ralfos January 2023General
• DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice?

  970 views 7 comments 0 points Most recent by michael543 January 2023Technical stuff
• The end of the paraplanner?

  389 views 2 comments 0 points Most recent by TomLloyd_Read January 2023General
• Best offshore bond provider for adviser/customer service

  78 views 1 comment 0 points Most recent by Nath January 2023Products & providers
• ER1 practice paper recommendations

  99 views 2 comments 0 points Most recent by nic3123 January 2023CPD & Exams
• Bespoke Training Solutions v Brand Financial Training

  535 views 3 comments 0 points Most recent by Gayle January 2023CPD & Exams
• Professional Paraplanner CPD

  115 views 0 comments 0 points Started by benjaminfabi January 2023 CPD & Exams
• R06 exam

  2.1K views 36 comments 0 points Most recent by CR7 January 2023CPD & Exams
• R06 - Study Materials

  248 views 2 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• R06 prep for Jan

  199 views 3 comments 0 points Most recent by LuizaBTS January 2023CPD & Exams
• AF8 Assignment 8

  842 views 8 comments 0 points Most recent by Paraplanner101 January 2023CPD & Exams
• Role

  145 views 1 comment 0 points Most recent by Admin January 2023General
• Section 32 GMP and the LTA

  131 views 7 comments 0 points Most recent by Nath January 2023Technical stuff
• CII and PFS situation

  174 views 0 comments 0 points Started by Mosher December 2022 General
• Defaqto Platform Due Diligence

  130 views 3 comments 0 points Most recent by TimMatthias December 2022Technology & IT
• Cii coursework

  257 views 2 comments 0 points Most recent by DaleLucas December 2022CPD & Exams
• Offshore Bond Custodian Transfer

  78 views 2 comments 0 points Most recent by DaleLucas December 2022Technical stuff
• Executive Income Protection

  73 views 2 comments 0 points Most recent by TimMatthias December 2022Technical stuff