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How To Become A Paraplanner 

The Financial Planner Life Podcast
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Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚
🤝 Join Elena and Adam and explore the path to success as a paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got all the guidance you need.
Find out more and sign up to the Financial Planner Life Academy here: recruitukltd.co.uk/financial-...
👍 If you found this video helpful, don't forget to hit the like button and subscribe for more valuable content. Have questions or need further guidance? Drop them in the comments section below. Your journey to becoming a successful paraplanner starts here!
🎓 Stay tuned for more expert insights and career tips. Thanks for watching, and best of luck on your paraplanner career path!
If you’re an existing paraplanner and are looking for a career change, check out the Recruit UK website here: recruitukltd.co.uk/
Time Stamps
00:00:00 | Intro
00:00:57 | Where to start
00:02:27 | Starting the exam journey
00:06:16 | FPL Academy benefits
00:09:03 | Study tips
00:14:14 | Key skills
00:17:04 | Outro
#wealthmanagement #jobs #careersuccess #financialplanning

Опубликовано:

 

23 июл 2024

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Комментарии : 5   
@sinchitamajumdar7122
@sinchitamajumdar7122 9 месяцев назад
Great video. I am thankful to have come across this video coz this is a blessing. I am an international student, struggling to get guidance and mentorship to start in this career path. There is very limited resources available that are clear and concise and helpful for people looking to start as Financial Planners.
@samtheoakes
@samtheoakes 9 месяцев назад
Really Glad you found this helpful!
@thefinancialplannerlifepodcast
@thefinancialplannerlifepodcast 8 месяцев назад
That's music to our ears! Anyone can join our academy - link in the description 🙂🙂
@andyschleider9666
@andyschleider9666 8 месяцев назад
It's strange that the Certificate in Paraplanning misses the pensions paper (R04). That's why, as a paraplanner myself, I opted to study for the Diploma instead
@thefinancialplannerlifepodcast
@thefinancialplannerlifepodcast 8 месяцев назад
I agree, it's daft that the CII didn't include it in the Paraplanner Certificate. That is why we include the full level 4 diploma in the financial planner life academy and support paraplanners to study through to that level at no extra cost. heres the link to find out more recruitukltd.co.uk/financial-planner-life-academies/
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