Search results for: “Insurance Advice”
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Evolving Role of Paraplanners: Key Players in Financial Advisory Landscape
Paraplanning, often misconstrued as a purely administrative function, holds a more substantial role within the financial advisory landscape. The perspective that paraplanners merely handle paperwork neglects the depth and breadth of their contributions. Sam Patterson, director at The Paraplanner Club, advocates for a shift in this perception, urging greater recognition of paraplanners’ value beyond administrative…
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Paraplanners in the UK Pursuing Chartered Status for Career Advancement
In the pursuit of professional growth, many paraplanners in the UK are setting their sights on achieving Chartered status as a significant career milestone. But what exactly does this journey entail, and why is it considered crucial in the paraplanning profession? Jenny Hunter, a Senior Financial Journalist at IFA Magazine and a Chartered Financial Planner…
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Paraplanners Face Uncertain Path Forward, FAAA Raises Concerns
The Financial Advice Association Australia (FAAA) has expressed concerns regarding the lack of a clearly defined career progression path for paraplanners within the proposed Australian Bureau of Statistics (ABS) classifications. Paraplanners currently do not have a designated classification on the Australia and New Zealand standard occupation list, but there is a possibility of its inclusion…
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FAAA Raises Concerns Over Paraplanner Career Pathway Clarity
The Financial Advice Association Australia (FAAA) has expressed concerns regarding the lack of a clear career progression pathway for paraplanners within the proposed Australian Bureau of Statistics (ABS) classifications. The FAAA highlighted the need for revisions in defining the roles of financial advisers and paraplanners to ensure clarity and facilitate a smooth transition between the…
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Jennifer M. O’Leary Earns Prestigious Registered Paraplanner Designation
Jennifer M. O’Leary Achieves Registered Paraplanner Recognition Jennifer M. O’Leary of Stamford, CT, has recently been granted the prestigious Registered Paraplanner (RP) designation by the College of Financial Planning, as announced by Asset Management Group, Inc. The RP designation signifies a comprehensive understanding of the financial planning process, including the five core disciplines of financial…
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Paraplanners’ Post-Budget Insights: Expert Analysis and Key Takeaways
Following the recent Budget announcement, the Paraplanners Assembly convened to delve into the implications for paraplanners. Les Cameron, an esteemed figure from M&G Wealth, shared his insights on how the Budget would impact advice firms and their clientele. The session, led by Richard Allum of the Paraplanners Assembly, scrutinized various aspects such as inheritance tax,…
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Meet Kearsten James: Paraplanner of the Year
Kearsten James, the Head of Advice at Tupicoffs Pty Ltd in Brisbane, has been recognized as the Paraplanner of the Year by Money Management. Described as a paraplanning specialist and a role model for professional paraplanners, James stood out for her leadership in the paraplanning team at Tupicoffs and her involvement in the investment committee.…
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FAAA Raises Concerns Over Paraplanner Pathway in Financial Services Classification
The Financial Advice Association Australia (FAAA) has expressed concerns regarding the lack of a clear career progression pathway for paraplanners within the financial services industry. This issue arises from the proposed classification of paraplanners by the Australian Bureau of Statistics (ABS), which may not adequately reflect their potential transition to financial advisers. At present, paraplanners…
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Expert Financial Planning: Investment Strategies from Industry Leaders: 6
Price: $129.92 — Acclaimed as a gem in the realm of personal financial planning, J.K. Lasser Pro Expert Financial Planning is a true testament to Dr. Arffa’s prowess. He has meticulously crafted many of the chapters himself, presenting complex financial concepts with remarkable simplicity and elegance. The book also features insights from industry stalwarts and…
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The Secrets of Successful Financial Planning: Inside Tips from an Expert
Price: $20.99 Take control of your financial future with expert guidance often kept under wraps. Endorsed with the **Catholic Writers Guild Seal of Approval**, this book breaks down the six key elements of a comprehensive financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. It…