ParaplannerFP
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Hi Peter, I wouldn't worry about the potential impact on Paraplanners. From experience, clients are happy to pay for a service if they can see the value provided. Financial advisers are happy for the Paraplanner to do the background w…
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Hi Jumanji, The CII regulated level 4 diploma is all that is required. Thanks
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Thank you all for responding and for your help. I have to agree that the process Richard and Anna has described would be the ideal situation and is what I was used to previously. Thanks again for your help and good to know I am on the righ…
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> @DC01 said: > @benjaminfabi said: > I didn't, and wouldn't, pair AF papers. It's a lot of study and worst case, if you fail both then you'll be second guessing whether that was the reason. If you then decide to sit them separately …
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Thank you Andy! Sounds like the exact system that I'd be looking to use!