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Paraplanning and the RDR

Paraplanning and the RDR. Cathi Harrison Para-Sols . What is a paraplanner? . What a paraplanner does . Paraplanning Post RDR. Be clear about what you need in your firm . Career Paraplanner. Stepping Stone. Support for RDR . Same Problem?. Paraplanner. Expertise. Not enough t ime.

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Paraplanning and the RDR

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  1. Paraplanning and the RDR

    Cathi Harrison Para-Sols
  2. What is a paraplanner?
  3. What a paraplanner does
  4. Paraplanning Post RDR Be clear about what you need in your firm Career Paraplanner Stepping Stone
  5. Support for RDR
  6. Same Problem? Paraplanner Expertise Not enough time
  7. Trends Where does paraplanning stop and advising start? Avoid issue with job descriptions
  8. Firms are looking less like this
  9. And more like this
  10. Qualifications Chartered Certified IMC Diploma Not enough on their own
  11. Key points
  12. Any Questions? Cathi Harrison
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