Online courses

The Art of Paraplanning.

This course is designed for anyone, whether you have little to no experience, or have been working in the industry for a while, with modules broken down into bitesize chunks making content manageable.

- The Advice Journey
- Existing Business
- Mortgages
- Protection
- Portfolio's
- PROD & Platform Due Diligence
- Paraplanner Fundamentals
- Advanced Report Writing
- Cashflow and Financial Planning

What you’ll learn
- How to be an effective data-gatherer
- How to prepare for client meetings
- How to evaluate fund management strategies
- How to use back office, platform and other finance technology
- How to construct an adaptable suitability report
- What cashflow planning is and how it is used

This course is suitable for those looking to pursue, or progress, their career in a paraplanning role within a financial planning firm.

Whether you are brand new to the world of financial services, or have been in the industry for a number of years and want to update your skills and knowledge, this course will provide you with the expertise required to do your job.

It covers everything from the most fundamental aspects of financial services, how they impact on the clients, how to research and formulate recommendations, and how to do an amazing job at explaining them to a client. So whether an administrator, existing paraplanner, or future financial adviser, you’re bound to learn something new from it.

Completion requirements
The whole course requires completing, along with the end of course assessment. This has a minimum pass mark of 70% to be achieved in order to successfully pass the course. Upon completion of this course, you will be recognised as having completed The Art of Paraplanning training course, from The Art of Finance.

In addition, all of our content has been CPD Certified, meaning that all your time and investment is nationally recognised. Upon completion of your course, you’ll be sent your Art of Finance kitemark and CPD certificate to acknowledge your successful skills training and evidence for your firm’s compliance.

20% VAT is included in the price of this course.
  • 1. The Advice Journey.
  • 2. Existing Business.
  • 3. Mortgages.
  • 4. Protection.
  • 5. Portfolio's.
  • 6. PROD & Platform Due Diligence.
  • 7. Paraplanning Fundamentals.
  • 8. Report Writing.
  • 9. Cashflow and Financial Planning.
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever