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