How to become a Paraplanner

The Financial Services market was left largely unscathed by the Coronavirus pandemic and subsequent lockdown measures. Many opportunities rose from certain measures introduced such as the stamp duty holiday and roaring house prices. Recently, Finance Digest stated, in regard to the future of Paraplanning; “Firms are fast realising the importance of attracting, incentivising and retaining …

A guide to DipFA

What is DipFA? The Diploma for Financial Advisers (DipFA) is a Level 4 FCA approved qualification that is required to provide professional advice on retail investment(s). It is broken down into two units. Unit one: Financial Services Regulation Ethics (FSRE) which is a 2-hour objective exam comprising 90 multiple-choice questions and 2 case studies with …

What does the budget mean for Financial Services?

After a turbulent 2020, the 2021 Spring Budget was marketed as the Budget that would protect jobs and livelihoods. Indeed, it was anticipated that the Chancellor would extend the COVID-19 business support packages and lay the foundation for future economic prosperity. COVID-19 support packages The Government is extending the CJRS for a further five months …