-
AF5 Fact Find Analysis e-Learning Module 2022-2023 (September 2023 exam sitting)
£119.00 (£142.80 inc. VAT) -
AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
£162.50 (£195.00 inc. VAT)
-
It feels like a long time since live in-person events took place, but the wait is over! The events team at Professional Paraplanner have been hard at work planning a full programme of technical insight seminars to take place at venues across the UK throughout 2022.
These events are aimed both experienced and newer paraplanners and are FREE to attend.
Each event will host industry experts in pensions, tax, suitability, retirement planning, investment, exam training and other areas, with the aim to help paraplanners deliver even better outcomes and service to clients.
The BTS team are delighted to announce we will be attending a number of dates (London, Exeter, Birmingham, Edinburgh, Manchester, Leeds and Bristol). We will be sharing training and qualification advice as part of the programme of presentations.
Brian Radbone, Transact: Pension transfers – have we finally arrived at where we should be?
Donald Manning, Fidelity International: Intergenerational Planning
John Bellamy, Waverton Investment Management: How can a modern DFM meet a paraplanner’s needs?
Stephen McPhillips, Dentons Pensions: Helping clients to dovetail their business and pension planning
Victoria Barber & Henny Dovland, Time Investments: The growing case for alternatives in uncertain times
Luiza Todd, Bespoke Training Solutions: Top exam tools, tips and insights
With something for everyone, this is an event not to be missed: REGISTER HERE
