New Financial Planning course includes ‘The Art of Paraplanning’

The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.

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Major changes coming for Financial Planner qualifications

There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.

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BBC maths guru to speak at CISI Paraplanner Conference

Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.

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Chartered Status For Sheffield Financial Planner

A Paraplanner who works at wealth management and financial advice firm, Russell Ulyatt Financial Services, has become a Chartered Financial Planner.

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