Caro

Discussions

• Your help is needed by the Consumer Duty Alliance 😊

  65 views 1 comment 0 points Most recent by Calvert76 June 2025General
• Some useful links, groups and other bits and pieces for paraplanners

  176 views 2 comments 0 points Most recent by Caro March 2023General
• Fancy taking part in the PFS Paraplanner Roadshows?

  111 views 0 comments 0 points Started by Caro April 2022 General
• Please help! Can I get your feedback on exams and qualifications to take back to the CII 😊

  254 views 5 comments 0 points Most recent by Planner12 February 2022CPD & Exams
• PFS Paraplanner Networking sessions Wednesday 9th Feb at 12.30 and we're talking Mentoring!

  167 views 9 comments 0 points Most recent by richardgough March 2022General
• PFS Paraplanner Networking sessions - Starting next month

  220 views 2 comments 0 points Most recent by Caro February 2022General
• Personal Finance Society Paraplanner of the Year Award - Closing Soon!

  93 views 0 comments 0 points Started by Caro June 2021 General
• Fancy helping out the PFS Paraplanner Panel?

  212 views 0 comments 0 points Started by Caro March 2021 General
• Help for anyone trying to break into Paraplanning and financial planning

  373 views 1 comment 0 points Most recent by StephenH December 2020New to paraplanning
• Update on July CII and PFS Exams

  270 views 2 comments 0 points Most recent by richallum June 2020CPD & Exams
• Fancy a brew? ☕😊

  94 views 0 comments 0 points Started by Caro May 2020 General
• Outsourced guys - what research tools do you use?

  299 views 5 comments 0 points Most recent by Caro August 2019Outsourced & freelance paraplanners
• Help will always be given at the Powwow to those who ask for it...

  650 views 3 comments 0 points Most recent by NatD1984 June 2019New to paraplanning
• Platform due diligence

  331 views 4 comments 0 points Most recent by Jamie_Barnes April 2016Products & providers