We are here to help you realise your extraordinary potential! Certification can be achieved in a series of key stages as shown above.
More details about these elements can be found below:
Best practice standards training and development
We recommend a process of education, which will provide a fundamental and essential understanding of best practice. This will include an introduction to the best practice standards of BS 8577, BS 8453, ISO 22222 and/or The Paraplanner Standard™ along with practical exercises.
Process and document review
We will assist with a full appraisal of your processes, procedures and supporting documentation, to measure these against the requirements of the standard(s). Together we will identify and establish if what you have in place meets the requirements of the standards and identify any “gaps”. You will then be aware of any changes or improvements needed to meet the requirements of the standards prior to assessment.
An official assessment of your operational framework and supporting documents by one of our independent assessors is the final stage in year one of your certification journey. The process ensures that best practice standards of excellence have been effectively implemented within the business. The assessment will also confirm that your operational framework and personal financial planning processes have been included in a planned and systematic programme of continual improvement in order to evidence ongoing conformity.
Quality Review Assessment
Once you have been awarded certification to the relevant standards, we will commence the implementation of your quality review assessment programme. Conducted by one of our independent assessors on an annual basis, the quality review assessment will review and confirm that your operational framework and personal financial planning processes continue to be in place, maintained and delivered in line with the requirements of the standards. This process also allows you to demonstrate how continual improvement has further propelled your business and/or yourself.