Overview of Paraplanning

Master the essentials of paraplanning, from financial principles to taxation and insurance, for a rewarding career in finance.

Overview
The Overview of Paraplanning course offers a clear and focused introduction to the fundamental concepts and skills needed to support financial advisers effectively. Covering key topics such as financial planning principles, investment basics, taxation, and insurance, this course equips learners with the knowledge to interpret financial information and contribute confidently to client strategies.

Designed to bridge the gap between financial theory and practical application, this course is ideal for those seeking to understand the vital role paraplanners play within the financial planning process. With structured modules, learners gain insight into financial statements and investment principles, enabling them to support advisers with well-informed recommendations and analysis.

Learning Outcomes:

• Understand the core responsibilities of a professional paraplanner.
• Analyse financial statements and apply key financial planning principles.
• Explain essential investment concepts and their role in portfolios.
• Identify the basic principles of taxation affecting financial planning.
• Describe different types of insurance and their importance in planning.
• Develop the ability to prepare accurate and clear financial reports.

Course Curriculum:

• Module 1: Introduction to Paraplanning
• Module 2: Financial Planning Principles
• Module 3: Financial Statements and Analysis
• Module 4: Investment Principles
• Module 5: Taxation
• Module 6: Insurance

Who is this Course For?

• Individuals interested in supporting financial advisers and planners.
• Those aiming to start a career in financial services and planning.
• Professionals wanting to expand knowledge of investment and taxation.
• Employees seeking to improve their understanding of financial reports.
• Candidates preparing for paraplanning roles within advisory firms.
• People looking to gain insight into insurance products and policies.
• Graduates exploring opportunities in financial analysis and planning.
• Anyone wishing to enhance their understanding of financial principles.

Career Path:

• Paraplanner – Average UK Salary: £30,000 to £40,000
• Financial Adviser Assistant – Average UK Salary: £28,000 to £35,000
• Investment Analyst – Average UK Salary: £35,000 to £45,000
• Financial Analyst – Average UK Salary: £32,000 to £42,000
• Tax Consultant – Average UK Salary: £30,000 to £40,000
• Insurance Advisor – Average UK Salary: £28,000 to £38,000