A deep dive on risk profiling
Learning objectives
In this session we covered…
- The concerns about risk profiling that the FCA have flagged twice this year. What are firms still getting wrong?
- What are the main findings from Rory’s recent research paper into risk profiling tools
Social impact investing from a paraplanning perspective.
In this session we covered…
- What is social impact investing and how does it differ from ethical investing?
- How to research and review funds and portfolios
- How to clarify how important these are to clients and if they are prepared to accept potential lower returns or higher risk
- How to benchmark (ethical/social ‘ness’ and returns/risk)
Proven techniques that deliver measurable results for exams
Learning objectives
In this session we covered…
- Exam techniques
A chat with Rory, where we talk suitability and professionalism in financial planning
Learning objectives
In this session we covered…
- DB transfers
- Evidencing suitability
- Risk profiling tools
As a relatively new role within financial services, it’s today’s paraplanners that have worked hard to define and establish the profession.
How do we build on this?
Learning objectives
In this session we covered…
- Practical experience from team leaders and employers who have recruited and worked with new paraplanners
Plans to host a teepee-based powwow event to debate the future of the paraplanning profession will go ahead this September, organisers have announced.
Richard Allum confirmed that the Paraplanners Powwow, which is independent of professional bodies, will take place at Upper Aynho Grounds in Northamptonshire on 19 September 2013.
Up to 60 participants will be able to sign-up to take part in the one-day ‘unconference’, with those attending able to congregate with paraplanning peers to contribute to, and listen and learn from, best practice insights spanning the full spectrum of issues, ideas and innovations in UK paraplanning.
Richard explained: “With paraplanning at a professional crossroads, I thought there was room for a forum in which paraplanners could exchange views and ideas about the future shape of our profession in a way that is independent of the agendas of professional bodies.”
“At the heart of the day is the Powwow itself, which will be conducted under Chatham House Rules, and is designed to give paraplanners that opportunity.”
“But we also wanted to create an event that lets participants get stuck in and design their own day. So we’re creating a series of session formats that will give people the chance to listen, to lead and to take part.”
The not-for-profit event is being backed by Legal and General, AXA Wealth, Seven Investment Management and Transact.
Powwow organisers hope to allow participants to determine the topics that will feature in sessions during the day through online voting in advance of the event. Two styles of session – ‘Show and Tell’ and ‘Small Hadron Collider’ – will be entirely determined by voting in advance. In addition to the Powwow itself, the event will host up to two Guru Lectures with speakers due to be confirmed closer to the event.
You can follow news about the Powwow on Twitter at @ParaPowwow. The hashtag for the event is #parapowwow.