The Big Tent

• I wonder how Iress’s ‘The Exchange’ compares to Assureweb/Ipipeline

  634 views 2 comments 0 points Most recent by ruthiebusybee December 2019Products & providers
• r01 swaps

  245 views 3 comments 0 points Most recent by Charplan December 2019CPD & Exams
• PI cover - Recommended providers?

  271 views 8 comments 0 points Most recent by PPWow December 2019Outsourced & freelance paraplanners
• Paid & licensed material

  118 views 0 comments 0 points Started by Admin December 2019 General
• CISI vs CII

  5.5K views 7 comments 0 points Most recent by scotty December 2019CPD & Exams
• RO4 mocks

  89 views 0 comments 0 points Started by tributeking December 2019 CPD & Exams
• AF6 Senior Management

  299 views 2 comments 0 points Most recent by SW1990 December 2019CPD & Exams
• JO2 Book

  114 views 0 comments 0 points Started by zdub December 2019 CPD & Exams
• Voluntary Class 3 NIs

  171 views 3 comments 0 points Most recent by sandy December 2019Technical stuff
• AF & J0 Pairing

  295 views 3 comments 0 points Most recent by ConorBrown December 2019CPD & Exams
• Charge comparisons for replacement business (RIY)

  368 views 14 comments 0 points Most recent by Nath December 2019Technical stuff
• Administrator to Paraplanner - Struggle!

  839 views 18 comments 0 points Most recent by Caro December 2019General
• Client Meeting Attendance

  389 views 6 comments 0 points Most recent by Caro December 2019General
• CII diploma- Can I do RO6 before RO4 and 5?

  471 views 7 comments 0 points Most recent by CRO2017 December 2019CPD & Exams
• Freelance Paraplanner Required

  963 views 10 comments 0 points Most recent by DSCFConsultingLtd December 2019Outsourced & freelance paraplanners
• Advanced Diploma

  331 views 6 comments 0 points Most recent by sdeighton November 2019CPD & Exams
• AF1 Past Papers

  442 views 6 comments 0 points Most recent by Tory November 2019CPD & Exams
• Transactional Advice

  93 views 0 comments 0 points Started by Yonkers420 November 2019 General
• R06 Oct19

  5K views 71 comments 0 points Most recent by Knottygr November 2019CPD & Exams
• Top Slicing

  249 views 5 comments 0 points Most recent by JoeColeman2018 November 2019Technical stuff
• Charges Paid over the past year - Annual Review

  247 views 8 comments 0 points Most recent by Oldhandnewhand November 2019Technical stuff
• Protection Qualifications

  102 views 0 comments 0 points Started by Scottlaw52 November 2019 CPD & Exams
• Freelance Paraplanner Available

  177 views 0 comments 0 points Started by DSCFConsultingLtd November 2019 Outsourced & freelance paraplanners
• Bond Transfer

  116 views 1 comment 0 points Most recent by richardgough November 2019Technical stuff
• D2C Platform

  61 views 0 comments 0 points Started by Yonkers420 November 2019 General
• How do you present your reports?

  295 views 5 comments 0 points Most recent by ruthiebusybee November 2019General
• R05

  147 views 1 comment 0 points Most recent by ruthiebusybee November 2019CPD & Exams
• Outsourced Paraplanners - Business Banking

  329 views 10 comments 0 points Most recent by Andy_Schleider November 2019Outsourced & freelance paraplanners
• RO1 - Giving Supervised Advice

  327 views 3 comments 0 points Most recent by Clare_Weight November 2019CPD & Exams