The Big Tent

• Fintegrate

  232 views 4 comments 0 points Most recent by TimMatthias June 2021Technology & IT
• R06 July 2021 Exam - Case study out

  408 views 0 comments 0 points Started by Wildcherry June 2021 CPD & Exams
• Trust Register - How are people documenting this in reports

  205 views 2 comments 0 points Most recent by arongunningham June 2021Technical stuff
• Web Domains

  104 views 0 comments 0 points Started by Nathan June 2021 Outsourced & freelance paraplanners
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  89 views 0 comments 0 points Started by Caro June 2021 General
• ESG research

  182 views 4 comments 0 points Most recent by ruthiebusybee June 2021General
• Pension Cost Comparison (OCF v OCF or OCF v MIFID II charges)

  195 views 2 comments 0 points Most recent by Mosher June 2021Technical stuff
• When to report chargeable events

  758 views 2 comments 0 points Most recent by ruthiebusybee June 2021General
• IHT & Trusts

  203 views 3 comments 0 points Most recent by richardgough June 2021Technical stuff
• Voyant question: Earnings Growth

  116 views 1 comment 0 points Most recent by richardgough May 2021Technical stuff
• For any paraplanners who'd like to raise their profile

  214 views 0 comments 0 points Started by Admin May 2021 General
• QROPS Quandary

  121 views 0 comments 0 points Started by PKO7375 May 2021 Technical stuff
• AF4 & PCIAM

  356 views 1 comment 0 points Most recent by Gayle May 2021CPD & Exams
• History of provider name changes, takeovers and merges etc.

  148 views 4 comments 0 points Most recent by PPWow May 2021General
• Life Protection Shortfall Calculator

  120 views 2 comments 0 points Most recent by Complady May 2021Technical stuff
• Back office data and Regulatory data

  142 views 2 comments 0 points Most recent by richallum May 2021General
• How could I assist (you) a paraplanner and in turn the adviser best

  161 views 1 comment 0 points Most recent by Anna03 May 2021General
• Unitised with-profits help

  144 views 1 comment 0 points Most recent by Gustavo_Fring May 2021Technical stuff
• R06 before R01?

  196 views 1 comment 0 points Most recent by SA96 May 2021CPD & Exams
• R05 study material

  188 views 1 comment 0 points Most recent by DaleLucas May 2021CPD & Exams
• AF2 / J03 exam guides, past papers

  133 views 1 comment 0 points Most recent by Sam_T May 2021CPD & Exams
• R01 Study materials help

  290 views 1 comment 0 points Most recent by Andy_Schleider May 2021General
• Diploma in Financial Planning

  416 views 4 comments 0 points Most recent by Nicole May 2021CPD & Exams
• Client contact, collaboration & messaging systems

  158 views 3 comments 0 points Most recent by richallum April 2021Outsourced & freelance paraplanners
• R03 Help!

  285 views 3 comments 0 points Most recent by Anna03 April 2021CPD & Exams
• Investment Pathways

  399 views 7 comments 0 points Most recent by Nathan April 2021Technical stuff
• AF8

  10.3K views 39 comments 0 points Most recent by Anna03 April 2021CPD & Exams
• Your own platform?

  134 views 0 comments 0 points Started by Anna April 2021 Technology & IT
• R0 exams

  534 views 4 comments 0 points Most recent by Andy_Schleider April 2021CPD & Exams
• R06 before R04?

  258 views 2 comments 0 points Most recent by LuizaBTS April 2021CPD & Exams