The Big Tent

• LTA vs IHT

  145 views 5 comments 0 points Most recent by arongunningham January 23Paraplanning tips & tricks
• Ethical & Impact Investing CPD

  145 views 2 comments 0 points Most recent by DanAtkinsonUK January 20Products & providers
• R06 on Monday

  81 views 0 comments 0 points Started by scotty January 17 CPD & Exams
• CPD Sources

  159 views 8 comments 0 points Most recent by Caro January 17CPD & Exams
• Private Client Investment Advice & Management (PCIAM) CISI

  280 views 5 comments 0 points Most recent by JohnBoy January 16CPD & Exams
• Using iPAD or Tablets for clients to input data and sign docs

  53 views 0 comments 0 points Started by GallusAlice January 15 Technology & IT
• New LIBF Level 4 Diploma in Paraplanning Launched

  188 views 2 comments 0 points Most recent by Andy_Schleider January 13General
• R05

  87 views 0 comments 0 points Started by carlise63 January 10 CPD & Exams
• Paying for the daughter's wedding - PET?

  184 views 5 comments 0 points Most recent by Jona January 10General
• Offshore Bond Segment Assignment (Probate Trust) into new Discretionary Trust

  117 views 1 comment 0 points Most recent by arongunningham January 6Technical stuff
• R06 Jan 2020 Redmill or Brand

  305 views 5 comments 0 points Most recent by Admin January 3CPD & Exams
• Af1 and af4

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

  155 views 4 comments 0 points Most recent by DanAtkinsonUK December 2019Products & providers
• CF6 / R07 past papers

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

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

  236 views 7 comments 0 points Most recent by lauroyle December 2019CPD & Exams
• I wonder how Iress’s ‘The Exchange’ compares to Assureweb/Ipipeline

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

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

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

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

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

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

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

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

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

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

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

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

  249 views 6 comments 0 points Most recent by Caro December 2019General