PlanHappy launches tech driven 'all in one' system for planners

Software package to support planners with development

Isabel Baxter
clock • 1 min read

Software and business services platform PlanHappy has launched an 'all-in-one' software, training and business service for financial planners.

The ‘all in one' solution has been "designed and tailor-made by financial planners for financial planners" and will provide access to training and development, one-to-one coaching, as well as business support services through its "purpose-built" system. Through the three training courses, including the ‘PlanHappy Lifestyle Financial Planning Process', planners and advisers have access to 280 modules of continuing professional development content and personalised one-to-one coaching. PlanHappy founder and chief executive Neil Parker said: "Continuous professional development has to be ...

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