Paraplanner
4 min read 15 Dec 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.
In the last event of 2021 the Assembly put on a party-popping, prize-packed finale. The host with the most, Richard Allum, was joined around the virtual fireside by special guests for a review of the year, a peek in to 2022 and the big paraplanner end-of-the-year quiz.
Watch the replay:
CSI Paraplanners Divorce case study
CSI Paraplanners LTA case study
CSI Paraplanners IHT case study
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.