Paraplanning learning resources

riza

Hi all,

I want to pursue a career in financial planning, and ideally start as a paraplanner. I have a business degree but no direct experience in financial planning. However, I have held general business advisor roles which I hope will help me transition into a financial advisor one day.
I'm applying for jobs but I'd like to start learning about the industry, products, regs etc.
I was wondering if someone can point me in the right direction where I can find some resources and start studying for free

Thanks

catflap11

You would be worth looking for Admin roles within an IFA, you can then do the CII Paraplanning exam as a start although Level 4 is becoming the standard for Paraplanners.

http://www.cii.co.uk/qualifications/certificate-in-paraplanning-qualification/


Although admin may be boring or not what you are looking for, if you are good enough its a foot on the ladder.

I started in admin 20 years ago and I am now an adviser having gone through the paraplanning route.

All the best

riza

Thanks for your response. I also would like to take the same route. It just seems the most logical way of getting into the industry and I have been applying for paraplanner assistant/admin roles so hopefully get a response.

With regards to qualifications, I'm hoping to go straight to the level 4 diploma, or maybe that's me being a little naive :S I'm aiming to start the course as soon as I secure a position.

However, I'd really like to build some basic knowledge before going to interviews and starting an entry-level position. I think it'll make things a lot easier in the transition. I was wondering if there are any good resources online which will help me learn the basics of financial planning, types of products etc.