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AF5 - March 2021
603
views
9
comments
0
points
Most recent by
Pattersons
February 2021
CPD & Exams
R06 January
1.2K
views
10
comments
0
points
Most recent by
Admin
February 2021
CPD & Exams
R06 February 2021
702
views
8
comments
0
points
Most recent by
Admin
February 2021
CPD & Exams
R03 - Anyone used BTS material
784
views
5
comments
0
points
Most recent by
Admin
February 2021
CPD & Exams
BrandFT / Wizard Learning
416
views
4
comments
0
points
Most recent by
Admin
February 2021
CPD & Exams
R03
2.3K
views
8
comments
0
points
Most recent by
Admin
February 2021
CPD & Exams
Select A Pension - How do you approach the analysis?
433
views
2
comments
0
points
Most recent by
arongunningham
February 2021
Paraplanning tips & tricks
Income units and accumulation units
150
views
2
comments
0
points
Most recent by
Colin1980
February 2021
Technical stuff
Client Facing Guide to Trusts
163
views
1
comment
0
points
Most recent by
benjaminfabi
February 2021
General
Online Assembly for people who are new to paraplanning
183
views
0
comments
0
points
Started by
Admin
February 2021
New to paraplanning
Pension review tools
127
views
1
comment
0
points
Most recent by
Gustavo_Fring
February 2021
Technology & IT
Digital factfinds
113
views
0
comments
0
points
Started by
Gustavo_Fring
February 2021
Technology & IT
Yorsipp Limited
129
views
2
comments
0
points
Most recent by
MikeM
February 2021
Products & providers
Offer of pro bono paraplanning support
152
views
0
comments
0
points
Started by
jwr21
February 2021
General
AF5 Revision methods and Resources
219
views
1
comment
0
points
Most recent by
LCongdon
February 2021
General
ESG Research - Volunteers Wanted!
149
views
0
comments
0
points
Started by
Theresa_Dixon
February 2021
Supporter Tent
Approaching growth assumptions for Tax Advantaged Investments (VCT/EIS/BR/AIM)
162
views
5
comments
0
points
Most recent by
DanAtkinsonUK
February 2021
Technical stuff
VAT on MPS Advice
115
views
2
comments
0
points
Most recent by
benjaminfabi
February 2021
Technical stuff
Looking for an excel template to avoid re-inventing the wheel
224
views
6
comments
0
points
Most recent by
Nath
February 2021
General
Group Life/CIC/IP Quotation Portals
66
views
0
comments
0
points
Started by
PeterM
February 2021
Products & providers
Limited Company Investments
127
views
4
comments
0
points
Most recent by
Sueh59
January 2021
General
Where do you invest personally?
281
views
8
comments
0
points
Most recent by
DanAtkinsonUK
January 2021
General
Standard Life With Profits - 4% Guarantee Growth Rate
2.7K
views
3
comments
0
points
Most recent by
benjaminfabi
January 2021
Technical stuff
Interview Questions
153
views
0
comments
0
points
Started by
Nathan
January 2021
Technical stuff
Trainee Adviser
258
views
2
comments
0
points
Most recent by
RohanSivajoti
January 2021
General
Bulk fund switch
105
views
2
comments
0
points
Most recent by
richardgough
January 2021
Technical stuff
Team Structure - What works for you?
253
views
7
comments
0
points
Most recent by
Clare_Weight
January 2021
Administrator's Tent
I'm going to raise that subject again - Adviser charging statements and Mifid2
109
views
0
comments
0
points
Started by
ruthiebusybee
January 2021
General
Sharia Investing
165
views
4
comments
0
points
Most recent by
mq123
January 2021
Technical stuff
Platform due diligence help
160
views
2
comments
0
points
Most recent by
arongunningham
January 2021
Products & providers
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