Young planners can win £2k to attend South Africa conference

Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa. 

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Atkinson: We need Paraplanning professionals to speak up

Paraplanning has never been so exciting. In June we had the 2017 CISI / IFP Paraplanner Conference and a couple of weeks ago we had the Report Writing HowWow from the Paraplanners PowWow movement. These two events had similar but different aims.

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Chartered Planner describes ‘ongoing pain’ after miscarriage

A Chartered Financial Planner has spoken of the ‘pure joy’ of seeing his daughter complete a swimming event in aid of charity.

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Estate planning online Paraplanner seminar this week

Trusts and Estate Planning will be the focus of an online seminar for Paraplanners which takes place on Wednesday.

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