5 min read 20 Oct 21
For the second year, we’re working with the Paraplanners Assembly to create this series of interactive online events, helping you to navigate the hot topics affecting the world of paraplanning.
We believe you’re the backbone of financial planning. You’ve got an amazing level of technical knowledge and we want to support you in the ever changing financial landscape.
And better still – all the sessions are CPD accredited!
In this year’s Assemblies we introduced a new format we named Case Study Investigations or, wait for it, CSI Paraplanners for short. We use this format from time to time to crack detailed technical paraplanner case studies.
Ahead of the day, a team of investigators made up of paraplanners and an expert meet to dissect and discuss a case study to show:
What was under the magnifying glass this time around?
The Assembly’s crack team came together to investigate the Lifetime Allowance:
Then it was time to leave no stone unturned as we invited the paraplanner audience to put on their own detective's hats by becoming part of the investigation team...
Ahead of the day, they had the opportunity to get clued up on the case study
Then live on the day, whilst seeing how the CSI team solved the case study, the audience watched as our chief investigator, Richard Allum and Assembly regular Les Cameron summarised the investigation, asked questions and shared how they’d delve into the details. All this with the aim of solving the case (study) through the collective the power of the paraplanner attendees.
Crack the case and get 1 hour of CPD with the following objectives:
Watch the case study:
Looking for more?
Check out Les Cameron’s recommendations for further learning:
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.