As the Institute of Financial Planning hosted its first ever Paraplanner conference this week, Rahul Odedra took a closer look at how the adviser/paraplanner relationship works at IFA Informed Choice...
This July marks the first anniversary of the Institute of Financial Planning's (IFP) Certificate in Paraplanning. Maria Merricks talks to CEO Nick Cann about its success so far.
How much do you know about the average paraplanner and their aspirations?
Advisers will only be able to use unstructured CPD to fill "a minority" of gaps, or less than 25%, in the run-up to RDR.
Certified Financial Planners (CFP) will have access to gap-fill sessions in nationwide events organised by the Institute of Financial Planning (IFP).
Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.
In an industry first, IFAonline brings you a series of structured CPD articles fully accredited by the IFP and confirmed as meeting the RDR learning outcomes as set by the FSA. This week: Lawyer Adam Samuel on ethics.
Maria Nemeth joins the paraplanner.com's Martin Vaughan and threesixty business consultant Phil Billingham as speakers at the IFP's inauguaral paraplanner conference in May.
RDR deniers need to "get their heads out of the sand" and get on with meeting the FSA's new professionalism and remuneration rules, IFP chief executive Nick Cann said today.
Morningstar has launched a new gap-fill event programme for IFAs to help them meet RDR Level 4 qualification requirements.