The Big Tent

• Getting back in the game

  126 views 0 comments 0 points Started by ruthiebusybee July 2018 Paraplanning tips & tricks
• Partial DB Transfer

  467 views 4 comments 0 points Most recent by Suse1969 July 2018Technical stuff
• CISI now CII... - R04

  577 views 3 comments 0 points Most recent by Contract2Perm July 2018CPD & Exams
• Freelance paraplanner available

  206 views 0 comments 0 points Started by Yonkers420 July 2018 Outsourced & freelance paraplanners
• Offshore Reporting Funds

  134 views 1 comment 0 points Most recent by DanAtkinsonUK July 2018Technical stuff
• Doing CII exams 'in order'?

  6.6K views 17 comments 0 points Most recent by natiaa July 2018CPD & Exams
• Sitting R01 examination in October but purchased materials in June

  238 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams
• Alternative wording - "Illustrative Annuity Purchase Date"

  125 views 3 comments 0 points Most recent by arongunningham July 2018General
• Who should Fact find - the adviser, the paraplanner, or a combination?

  415 views 4 comments 0 points Most recent by Clare_Weight July 2018General
• R02/R03

  300 views 0 comments 0 points Started by jsaw90 July 2018 CPD & Exams
• Pension Review Report

  271 views 7 comments 0 points Most recent by Nath July 2018Technical stuff
• Crystal Clear mark

  154 views 1 comment 0 points Most recent by arongunningham July 2018General
• Howwow online: Building & running a paraplanning team - 25 July 2018

  131 views 0 comments 0 points Started by Admin July 2018 Our news
• Powwow North of the Border - 24 July 2018, 3pm

  92 views 0 comments 0 points Started by Admin July 2018 Our news
• R06 July - Feedback and Discussion

  969 views 6 comments 0 points Most recent by andrew88 July 2018CPD & Exams
• Ethical Funds

  336 views 11 comments 0 points Most recent by DanAtkinsonUK July 2018Products & providers
• Mifid II Updates on progress

  346 views 7 comments 0 points Most recent by HughJ July 2018Technical stuff
• New FE Analytics RIY calculator

  408 views 10 comments 0 points Most recent by richallum July 2018Technology & IT
• Pension Switch Due Diligence & Software

  168 views 1 comment 0 points Most recent by Gustavo_Fring July 2018Technology & IT
• Report writing Howwow

  170 views 4 comments 0 points Most recent by richallum July 2018Our news
• Independent vs Restricted Advantages & Disadvantages

  217 views 2 comments 0 points Most recent by Newbie July 2018CPD & Exams
• Moving from an Advisory to Discretionary investment proposition

  200 views 12 comments 0 points Most recent by Gustavo_Fring July 2018General
• Group DIS with no minimum criteria

  127 views 4 comments 0 points Most recent by arongunningham July 2018Technical stuff
• Family Investment Company Follow up

  184 views 1 comment 0 points Most recent by Colinstewart76 July 2018Technical stuff
• AF7 training

  488 views 7 comments 0 points Most recent by Gustavo_Fring July 2018CPD & Exams
• CPI and Lifetime Allowance

  120 views 2 comments 0 points Most recent by arongunningham July 2018Technical stuff
• New TVC

  407 views 7 comments 0 points Most recent by benjaminfabi July 2018Technical stuff
• Scientific Calculator and Calculations for R02 exam

  1.7K views 10 comments 0 points Most recent by Clairebear512 July 2018CPD & Exams
• Deferred Annuities

  100 views 0 comments 0 points Started by Jona July 2018 Products & providers
• Looking to join CII

  447 views 10 comments 0 points Most recent by Andy_Schleider June 2018CPD & Exams