Caro

Discussions

• Some useful links, groups and other bits and pieces for paraplanners

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

  100 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 😊

  240 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!

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

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

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

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

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

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

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

  285 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...

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

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