jenny.ryan
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@amarshall said: Or we free up their time to do less valuable activities such golf I feel you there!
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Thanks Yonkers, there is actually a date in Aberdeen! unbelievable...! Looking forward to hearing how the Powwow discussion goes! J
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hi all thanks for the feedback, I am reassured! Dan I had the same view as you on APTA but think I got myself a bit of a panic. Yonkers do you have a link for those events? would be keen to check it out but Google isn't giving me anything! than…
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Jona that is a great endorsement thank you. Having been burned by bad service (as I am sure we all have) this is a good sign!! cheers Jenny
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I don’t think anyone would disagree that they would expect to grasp what it is they are signing up for before they sign up and part with cash, as a general principle in life :-P At the other end of the scale I don’t think we could expect disc…
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https://www.youtube.com/watch?v=oCHTMWvoRag&feature=youtu.be
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Morning! The standard would be accredited by Standards International which is a recognised specialist standards agency with their own assessors. They already do the British and international financial planner standards, so not ‘new’ in that …
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my screen shot didn't seem to work; it was a bit of a sneak preview of the hopes of the committee for the Standard: - that 100% of Paraplanners undergo training and development to support their achievement of the Standard - that the Paraplanner r…
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- Will there be different levels for different paraplanners and again who gets to decide this? See above 3 levels J - Who is on the panel and what are is their experience of paraplanning to enable them to put together a standard? …
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- What is the fee? / Is it a one off fee or do you need to repeat the process annually? The final word on the fee is with Standards International. At the moment it is looking like a monthly subscription which will include free CPD days etc. …
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- How will the standard be measured? Is it based on technical knowledge, experience or other factors? It’s based on both. We don’t intend to reinvent the wheel in terms of exams as hopefully we agree that enough of those exist. Instead we …
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To answer your questions Caro: Who are they aiming this at? It’s aimed at anyone who sees themselves as a Paraplanner, at any level, or wants to become one. Basically the sort of proactive & ambitious bunch who were at the PowWow! T…
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Hi Caro, Richard & everyone So far the Standard has been drafted to include: * The Standard itself: starts with a foreword, then details the committee members, then various definitions (it has been designed to be used worldwide), t…
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Hi guys thanks for all your comments - Caro I can see why we didn't have a chance of covering all that in the last 5 minutes of the PowWow day lol - I am drafting some info for you all, and will post it shortly! Nathan just to be clear, do you m…