GeorgiaVerve
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Hi there, If you’re looking to use a different provider/to discover all of your options, I work for The Art of Finance and we have lots of different resources for the R01-R06 exams!
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Hi Jenny, What we do with our paraplanners is start with the basics. We start with topics like data gathering and ensure they understand exactly what they include and what information should be going into reports. We also take them through templa…