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Paraplanner Professional Diploma: Technical, Regulatory & Career Skills
Training Express Ltd

CPD Accredited | Free PDF & Hard Copy Certificate included | Lifetime Access

Summary

Price
£19 inc VAT
Study method
Online, On Demand
Duration
1.1 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Hard copy certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students
50 students purchased this course

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Overview

Start your journey in the financial world with the Paraplanner Professional Diploma: Technical, Regulatory & Career Skills course. This course is perfect for anyone who wants to become a strong support in financial planning. You will begin by learning what a paraplanner does and how they help financial advisers. This course gives you the core skills to become a trusted member of a financial team.

You will gain key technical skills needed for writing reports, doing research, and helping with client plans. The course teaches how to understand financial products and how to collect and check information properly. You will also learn about the important rules and laws that paraplanners must follow. This helps you work safely and legally while supporting financial advisers.

Alongside technical knowledge, this course also focuses on growing your career. It shows you how to act professionally, improve your communication skills, and plan your job growth. You’ll discover how to keep learning and stay up to date in the finance world. By the end, you’ll be more confident and ready for real work. This course is your guide to becoming a skilled and trusted paraplanner.

Learning Outcomes:

  • Understand the key duties in paraplanning support services.
  • Learn technical skills in data analysis and client research.
  • Understand financial product basics and reporting requirements.
  • Know compliance and legal rules in paraplanning.
  • Improve professional communication and workplace behaviour.
  • Develop long-term planning for paraplanner career growth.

Key Benefits

  • Accredited by CPD
  • Instant e-certificate
  • Fully online, interactive course
  • Self-paced learning and laptop, tablet, smartphone-friendly
  • 24/7 Learning Assistance

Certificates

Digital certificate

Digital certificate - Included

Once you’ve successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

1
section
6
lectures
1h 5m
total

Course media

Description

Learners will first understand what the role of a paraplanner involves and how they support financial advisers in real-world settings. They will learn the core tasks that paraplanners do daily, including preparing reports and doing research.

The course will teach technical skills like analysing data, working with financial products, and putting together client plans. Learners will know how to work with numbers, read financial documents, and check facts. They will understand how to collect client information and prepare documents that help advisers give correct advice.

In the next part, learners will focus on the rules and legal parts of the job. They will learn about compliance and regulations that make sure the advice process is safe and fair. Understanding these rules is important to protect both clients and the company.

Finally, the course teaches how to grow as a paraplanner. Learners will improve their communication and time management. They will also explore ways to grow in their careers and develop professional skills. This course gives learners the tools to become confident and skilled in the financial planning industry.

Course Curriculum:

  • Module 1 Introduction to Paraplanning
  • Module 2 Technical Skills for Paraplanning
  • Module 3 Compliance and Regulatory Requirements
  • Module 4 Professional Development and Career Growth

Who is this course for?

  • People new to financial planning support roles.
  • Beginners wanting to enter the finance sector.
  • Jobseekers exploring paraplanning opportunities.
  • Workers aiming to improve their career skills.
  • Anyone interested in financial support services.

Career path

  • Junior Paraplanner
  • Financial Planning Assistant
  • Trainee Compliance Officer
  • Paraplanning Administrator
  • Client Support Assistant
  • Financial Research Assistant

Questions and answers

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Reviews

3.8
Course rating
90%
Service
50%
Content
90%
Value

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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