The Big Tent

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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?

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• Developing paraplanning skills

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• Business Email

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• Certificate in Paraplanning

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• GDPR - Email Encryption

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• Spending capital

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• Negative Trading Costs

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• Money Alive

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• LTA vs IHT

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• Ethical & Impact Investing CPD

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• R06 on Monday

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

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• Private Client Investment Advice & Management (PCIAM) CISI

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

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

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• R05

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

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• Offshore Bond Segment Assignment (Probate Trust) into new Discretionary Trust

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• R06 Jan 2020 Redmill or Brand

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• Af1 and af4

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• Business Relief Investments for Attorney's

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• CF6 / R07 past papers

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• PCLS Post 75

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• CFA Certificate in ESG Investing

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

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