Paraplanning Fundamentals - unlock your full potential - Thursday 30th January 2025 - online learning workshop

Paraplanning Fundamentals: Unlock your Full Potential - Thursday 30th January 2025

We all know that great paraplanners are masters of the Suitability Report, but which other areas do they thrive in? Join us for a dynamic, half-day workshop designed for newer paraplanning professionals or those looking to elevate their expertise.

In this interactive session, you will dive deep into all stages of the advice journey, exploring how paraplanners can contribute long before the report-writing begins. Gain valuable insights into improving your firm’s efficiency and delivering exceptional outcomes for clients.

In addition, we will tackle client communication skills, showing you how to ditch the jargon and craft engaging, clear, and impactful documents that keep clients not just informed - but genuinely engaged. Don't miss this chance to expand your skills, boost your impact, and stand out in your role as a paraplanner.

This online distance learning workshop is provided by The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Southampton, Sussex and York.

The cost of the day's training will be met by the PFS Hants & Dorset Regional Committee. There is no charge for PFS members and £20 for non-PFS members.

Spaces are limited to a maximum of 15 attendees. If we are oversubscribed, you will be placed on a waiting list. We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund will be made to paid delegates.

Please note: for registered delegates, if for whatever reason you cannot attend please notify hantsanddorsetpfs@outlook.com no later than 24 hours in advance of the event. Otherwise there will be a £20 charge for non-attendance.

The day will commence at 0930 sharp and finish by 1300, with breaks timetabled for tea/coffee during the day.

The course is recorded and a copy will be sent out to all delegates.

Trainer details:

Founded in 2009 as a sole trader paraplanning business, The Verve Group has evolved into a dynamic, multi-functional organization with a team of over 50 industry experts. Renowned for its commitment to nurturing fresh talent, the group has become a trusted leader in professional development and training within the financial services sector, consistently delivering high-quality support and expertise to drive the industry's growth.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

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