The knowledge and skills for a successful paraplanner
Paraplanners support financial advisers by preparing financial plans for customers, performing investment research, making preliminary financial planning recommendations, and coordinating marketing events.
As an apprentice Paraplanner you will be joining a fast growing community of talented professionals with significant future earnings potential.
Apprentice paraplanners gain working knowledge of the financial services industry, financial modelling and financial reporting processes. The apprentice will do this whilst completing your CertPFS (Certificate in Paraplanning) through the Chartered Insurance Institute.
Certificate in Paraplanning (Cert PFS)
The level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.
As part of the Level 4 Certificate you will need to achieve the following CII modules:
R01 Financial services, regulation and ethics
R02 Investment principles and risk
R03 Personal Taxation
This course is idea for:
Senior and mid-level paraplanners looking to further their knowledge.
New industry entrants, graduates or otherwise aspiring to become paraplanners or looking for an entry route into financial planning.
The apprenticeship portfolio will include competency based evidence of:
Financial Services Markets
Regulatory & Compliance
Systems and Processes
Quality service delivery
Customer communication & relationships
Team working and collaboration
Planning and prioritising
Using systems and processes
Honesty and Integrity
Upon completion of the Certificate in Paraplanning and the Apprenticeship Portfolio:
Apprentices will need to pass an End Point Assessment for this apprenticeship standard. This will involve professional discussion with industry experts.
Click here to view the full apprenticeship standard
All our apprenticeships are delivered through blended learning techniques. This means there will be a mixture of self-studying, theory delivered by your tutor either online or in person, a series of one-off webinars followed up with seminars delivered by our carefully selected ‘sector experts’. Our e-portfolio software allows you to access your work and view your progress at any time, from any device.