The Big Tent

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• Insured funds vs Institutional

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• Assessing an interviewee's writing ability

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• R03

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• Paraplanner needed

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• Adviser to Paraplanner Report/advice request forms

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• Consolidating Funds/Shares - Book cost?

  293 views 9 comments 0 points Most recent by benjaminfabi January 2020Technical stuff
• Developing paraplanning skills

  207 views 3 comments 0 points Most recent by Clare_Weight January 2020General
• Business Email

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• Certificate in Paraplanning

  246 views 1 comment 0 points Most recent by Clare_Weight January 2020CPD & Exams
• GDPR - Email Encryption

  639 views 10 comments 0 points Most recent by Clare_Weight January 2020Technology & IT
• Spending capital

  160 views 3 comments 0 points Most recent by Nathan January 2020Technical stuff
• Negative Trading Costs

  90 views 1 comment 0 points Most recent by benjaminfabi January 2020Technical stuff
• Money Alive

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• LTA vs IHT

  276 views 5 comments 0 points Most recent by arongunningham January 2020Paraplanning tips & tricks
• Ethical & Impact Investing CPD

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• R06 on Monday

  111 views 0 comments 0 points Started by scotty January 2020 CPD & Exams
• CPD Sources

  265 views 8 comments 0 points Most recent by Caro January 2020CPD & Exams
• Private Client Investment Advice & Management (PCIAM) CISI

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• Using iPAD or Tablets for clients to input data and sign docs

  80 views 0 comments 0 points Started by GallusAlice January 2020 Technology & IT
• New LIBF Level 4 Diploma in Paraplanning Launched

  320 views 2 comments 0 points Most recent by Andy_Schleider January 2020General
• R05

  135 views 0 comments 0 points Started by carlise63 January 2020 CPD & Exams
• Paying for the daughter's wedding - PET?

  542 views 5 comments 0 points Most recent by Jona January 2020General
• Offshore Bond Segment Assignment (Probate Trust) into new Discretionary Trust

  159 views 1 comment 0 points Most recent by arongunningham January 2020Technical stuff
• R06 Jan 2020 Redmill or Brand

  381 views 5 comments 0 points Most recent by Admin January 2020CPD & Exams
• Af1 and af4

  323 views 2 comments 0 points Most recent by SW1990 December 2019CPD & Exams
• Business Relief Investments for Attorney's

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• CF6 / R07 past papers

  191 views 0 comments 0 points Started by Jumanji December 2019 CPD & Exams
• PCLS Post 75

  235 views 3 comments 0 points Most recent by Redawg31 December 2019Technical stuff
• CFA Certificate in ESG Investing

  375 views 7 comments 0 points Most recent by lauroyle December 2019CPD & Exams