The Paraplanner Skills Workshop

Exclusive to the IFP this two day workshop is based around the job competencies of a paraplanner. It has been designed to provide delegates with a comprehensive understanding of the key knowledge and skills required to successfully fulfil the role of a paraplanner within a Financial Planning business.

This unique workshop is highly inter-active with delegates being encouraged to take the opportunity to learn from each other during the various group based activities. A suitable period has been allowed between each workshop to ensure delegates can put into practice their new found skills.

Day One:
The day begins with a comprehensive overview and explanation of the six step Financial Planning process that is necessary to follow in every planning situation and the key functions that are performed by the paraplanner.

The key skill focus on day one is the use of Financial Planning calculators. We consider this to be a fundamental requirement for Financial Planners generally and paraplanners in particular. The session on financial calculator fundamentals forms the foundation for the case study work completed during day one.

Day Two:
Day two reinforces the key learning points from the previous day and extends the range of planning awareness by considering the key issues of goals and objectives identification and risk analysis. Similar to day one, delegates work through a case study in order to practice skills and identify/develop the level of knowledge required at particular stages of the six step process.

Building on the skills associated with the Financial Planning calculator on day one, day two develops this by demonstrating how delegates can perform these tasks using Microsoft Excel. Delegates are shown how to construct simple Financial Planning spreadsheet templates in order to perform a series of "what if" scenarios.

Summary
On completion of this workshop delegates will be able to:

• Understand the Financial Planning process model
• Produce a client specific net worth statement and income and expenditure statement
• Recognise the interplay between a client's stated objectives
• Identify the assumptions that will be required to produce a client specific plan
• Produce initial calculations using a financial calculator
• Practise Financial Planning analysis using Excel.

Please note: this workshop does not cover specific product recommendations.

Entry Requirements

• Minimum of FPC, Cert FP, CeFA; OR
• One year's experience of working within a Financial Planning business.

Venues
Confirmation of the venue will be sent to delegates a minimum of one week prior to the workshop.

**NEW ** 2009 Workshop Dates

Although we would encourage delegates to attend both days at the same location, it is possible to take day one and day two at separate locations.

Workshop Fees (per delegate)

Included within the price of this workshop is the cost of a financial calculator. VAT is not applicable and travel or accommodation must be booked independently.

Group Size

Each workshop will take place with a minimum of four and a maximum of ten participants.
The Institute reserves the right to cancel any workshop which does not achieve the minimum number of participants no later than five working days prior to the date of the workshop. In this instance a full refund minus a charge to cover the costs of any materials or a transfer to another workshop will be offered.  The IFP will not be liable for any additional expenses incurred by the attendee.

Booking Terms & Conditions

Please refer to the full booking terms and conditions as detailed within the professional development section of this website.  In the event that a workshop booking is made, this will be deemed to constitute acceptance by the attendee of the booking terms and conditions.

To download a registration form please: CLICK HERE

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