Paraplanner Assembly Series 2020 – CIP

71 min read 6 May 20

This event was run in conjunction with the Paraplanners Assembly while the M&G Wealth Platform was known as the Ascentric Platform.

We know that Paraplanners are crucial to the financial planning process.

So we’re delighted to support the Paraplanners Assembly - informal gatherings designed by Paraplanners for Paraplanners to exchange views, learn, fix and share things.

This series titled the Magnificent Five aims to provide you with information and resources to support you in the ever changing financial landscape.

CIP – A journey to the CIP frontier

Watch M&G Wealth’s John Allen, the Assembly's Richard Allum, Lift Financial’s Jonny Stubbs take us on a journey to the CIP frontier:

  • What is a CIP?
  • How CIP, PROD and client segmentation fit together
  • Is one CIP enough?
  • Different types of CIPs
  • CIP and CRP: Working together or in isolation?
  • DIY or get a CIP in?
  • Building a CIP

And don’t forget the session is CPD-able – watch the replay and take the short CPD test to get your certificate.

Take CPD 

Looking for more

After each Assembly we share some great hints, tips and tools to keep you on the right track.

Other Assemblies