IFP Paraplanner Conference 2015 – NUTs about Paraplanning

It was a pleasure to be at the conference for the first time this year.  Now in its fifth year this is an excellent opportunity to network with other Paraplanners and learn new things.  The event is put together by the Institute of Financial Planning and combines a strong technical focus with practical skills sessions. This […]

Financial Planning – “avec ou sans” products

Those of you who are active on Twitter may well have noticed a fair amount of debate this weekend on how products fit in with the financial planning process. I think that it would be fair to say that in most cases the processes Paraplanners work with are set by their employers (or clients in […]