Paraplanners Assembly Series 2020 – PROD
23/03/2020
First in the series looks at PROD, segmentation and delivering the right outcomes for clients.
Paraplanners Assembly Series 2020 – CIP
06/05/2020
The second in the series looks at CIP, segmentation and creating a process.
Paraplanners Assembly Series 2020 – CRP
22/07/2020
The third in the series looks at CRPs, client needs, income strategies, intergenerational thinking and tax efficiencies.
Paraplanners Assembly Series 2020 – SRI/ ESG
14/10/2020
The fourth in the series looks at SRI/ ESG building and managing your SRI/ESG strategy and tax efficiencies.
Paraplanners Assembly Series 2020 – CRP
18/11/2020
The fifth in the series looks at CRPs, tax relief on pensions, investment income and gains and losses.