Studying while working – what support do Paraplanners need? | The Paraplanner Club

Working in the financial services industry is becoming an increasingly popular choice. Gone are the bad old days where individuals often fell into working within a financial services firm, or worse were embarrassed to admit to their social circle where they were working! Since the Retail Distribution Review in 2012 and the introduction of level 4 qualification minimum requirements for certain job roles, we have seen our industry becoming more of a career of choice. Studying while working is a common occurrence for those looking to develop their career in financial services.

Our industry is a heavily regulated one, and one where individuals are encouraged to study towards and achieve a variety of qualifications. For paraplanners, there are lots of commonly asked questions around pursuing technical qualifications, such as;

• What should employers and employees expect from each other in terms of regulated exam support?

• What questions should you be asking yourself before committing to studying for and sitting financial services exams?

• What about your exam provider, and your expectations of them?