Q&A: Paraplanning certificate one year on…

Why did the IFP launch the qualification? The last few years has seen a growing call to recognise and define the role of a paraplanner. No longer are they simply technicians providing support services, they are an intrinsic part of successful financial planning practices. We thought it was important to have a way of both training and testing people within the role. So, we gathered together practitioners and paraplanners from past and present and set out what we believe the competencies of the role are. We also worked with the skills council, so there are national occupational standards ...