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Paraplanning (DipPP) Qualification cover image

Paraplanning (DipPP) Qualification
Online Training Academy

CPD approved | Lifetime Access | Instant Access | 10 CPD Points

Summary

Price
Save 23%
£15 inc VAT (was £19.50)
Offer ends 31 January 2027
Study method
Online, On Demand 
Course format
4 Videos (with subtitles and transcripts)
Duration
1.1 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
3 students purchased this course

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Overview

Updated 2026

Are you looking to start a career in Paraplanning? Our Paraplanning (DipPP) Qualification is perfect for you. This course is made in easy English, so everyone can learn. You will understand everything you need to know about Paraplanning, step by step. You will learn the real work of a Paraplanner, the skills needed, the rules to follow, and how to grow your Paraplanning career. If you want to become a strong part of a financial team, this is your course. We teach you Paraplanning in the easiest way so you can start working faster. The world of Paraplanning is growing. Learn how to join it now. Start your journey today with our full Paraplanning course. Your future in Paraplanning starts here.

Course Curriculum:

  • Module 1: Understanding the Paraplanning Profession
  • Module 2: Developing Core Paraplanning Skills
  • Module 3: Adhering to Financial Compliance and Regulations
  • Module 4: Advancing Your Paraplanning Career

Learning Outcomes:

  • Understand the full meaning of the Paraplanning profession.
  • Learn core tasks and duties of Paraplanning roles.
  • Gain strong research and reporting skills in Paraplanning.
  • Know financial rules in your Paraplanning work.
  • Plan and grow your future Paraplanning career.
  • Improve your performance in the Paraplanning field.

Key Features:

  • CPD Certified
  • Developed by Specialist
  • Lifetime Access

Certificates

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

This course contains

Format: 4 Videos (with subtitles and transcripts)

Duration: 1h and 4m

    • 1: Module 1 Understanding the Paraplanning Profession 14:18
    • 2: Module 2 Developing Core Paraplanning Skills 17:26
    • 3: Module 3 Adhering to Financial Compliance and Regulations 16:22
    • 4: Module 4 Advancing Your Paraplanning Career 15:01

Description

This course gives you a full guide to the Paraplanning profession. You will begin by learning what Paraplanning is and why it is important in the financial world. You will understand the work Paraplanners do and how they support financial advisers. Then, you will develop core skills in Paraplanning, such as preparing financial reports and doing research. The course also explains financial laws and the rules that Paraplanners must follow. In the final part of the course, you will learn how to grow your Paraplanning career. You will explore how to improve your job role and move ahead in your career. Each part of the course builds your knowledge step by step and helps you become ready for the real world of Paraplanning.

In this Paraplanning course, you will first learn what the Paraplanning job means. You will understand how Paraplanners work with financial advisers and help clients. You will learn how to build trust and give support in financial matters. Then, you will gain strong skills needed for Paraplanning. You will learn how to write financial reports, do deep research, and understand client needs. These are the main tasks of a Paraplanner.

You will also learn about the important financial rules and laws. This helps you know what is right and what is wrong in the job. You will learn how to stay within rules and keep your work correct.

In the last section, the course will teach you how to move forward in your Paraplanning career. You will learn how to improve your work, gain respect, and plan your next steps. You will learn how to keep growing and stay strong in the Paraplanning world.

This course gives you all the knowledge, skills, and ideas to start and grow in the field of Paraplanning. You will finish the course ready to work and build your future in Paraplanning.

Who is this course for?

  • People who want to learn Paraplanning from the start.
  • Anyone working in finance looking to enter Paraplanning.
  • Students wanting to build a career in Paraplanning.
  • Job seekers aiming for Paraplanning roles in the UK.
  • Workers who want to grow in the Paraplanning area.

Career path

  • Junior Paraplanner
  • Financial Paraplanner
  • Compliance Support Officer
  • Financial Planning Assistant
  • Wealth Management Support
  • Financial Report Writer

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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