Para-Sols has launched a training programme, The Art of Finance, which is set to include both paraplanning and compliance education courses.
In May the first training programme under The Art of Finance umbrella, The Art of Paraplanning, will accept its first cohort of students under its 20-month scheme. A second cohort is scheduled to begin in October. The course will include a number of training sessions on topics such as data gathering, research processes, markets, funds and industry overview, cashflow modelling and report writing. The paraplanning course will look to accommodate people already financially trained but is also designed to take people with little or no financial services experience. Over the 20-month cours...
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