Regulation
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.
Looking for more
After each Assembly we share some great hints, tips and tools to keep you on the right track.
Other Assemblies
- The new Sheriff in town - Assembly 1
- The CRP shindig – Assembly 3
- Building and managing your SRI/ ESG strategy – Assembly 4
- Wrappers and tax – Assembly 5
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.