Entries are open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprentices across insurance and financial services.
The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.
National adviser financial adviser Continuum has recruited ex-Paraplanner James Barber as a new Chartered Financial Planner for its St Albans office.
The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.
Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.
In the latest Paraplanning column for Financial Planning Today Magazine, Paraplanning mentor and rugby player Sam Patterson looks at what the sport can teach financial professionals.
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
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