Saturday, June 28

Overview of Paraplanning

A comprehensive introduction to the essential skills and processes that support financial advisers in creating tailor

By Training Station

Select date and time

Location

Online

Refund Policy

Refunds up to 7 days before event

About this event

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

Frequently asked questions

What is the meaning of paraplanning?

Paraplanning is the process of supporting financial advisers by preparing detailed financial plans, research, and documentation, allowing advisers to focus on client relationships and strategy.

What does a paraplanner do?

A paraplanner researches financial products, prepares reports and recommendations, ensures compliance with regulations, and assists in creating financial plans for clients.

What is the process of paraplanning?

The paraplanning process typically involves gathering client data, analysing financial situations, researching suitable products, preparing financial reports, and reviewing plans with advisers for client presentation.

Is a paraplanner a good job?

Yes, paraplanning is considered a good job for those interested in finance but preferring a behind-the-scenes role. It offers steady demand, career progression opportunities, and involvement in financial planning without direct sales pressure.

Organized by

Training Station

Training Station is a dynamic online learning platform dedicated to providing an immersive and personalized educational experience. We offer lifetime access to engaging video lessons, tailored learning paths, and gamification features to keep you motivated and on track toward achieving your goals. Our team of skilled instructors, industry experts with years of hands-on experience, delivers high-quality lessons that blend theory with practical insights.

Explore our comprehensive resource library, filled with eBooks, articles, and research papers, to deepen your understanding and expand your knowledge. Powered by state-of-the-art infrastructure, our platform offers the latest technology to ensure a smooth and interactive learning journey.

To recognize your hard work and commitment, every completed course is rewarded with a PDF certificate, showcasing your achievement. At Training Station, we believe in making education not only effective but also rewarding and enjoyable.