The Paraplanner Standard
The Paraplanner Standard™ was created by a sector committee with representation from financial services business owners, employers, financial professionals, practice managers, compliance managers, technical and client administrators and, of course, paraplanners themselves.
By providing a framework for excellence, The Paraplanner Standard™ looks beyond academic knowledge and offers an evaluation of the specific set of skills, principles and behaviours needed to excel in the role.
The standard encompasses:
- An insight into the future of the financial services sector
- Responsibilities and expectations
- Remuneration and rewards
- Essential and desirable skills and abilities
- Principles and behaviours
- A roadmap for learning and development
- The role specification for an international professional paraplanner
- Best practice tools, templates and guides
The Paraplanner Standard™ defines the role of an International Professional Paraplanner™ at three levels: Trainee, Certified and Advanced Certified. Understanding, implementing and adhering to this best practice standard of excellence will enhance your professional development by recognising and celebrating the pivotal role paraplanning plays in the financial planning business of the future.
To join a new generation of paraplanners, please contact us for further information.
Ready to raise the bar?
Click here today to find out more about how certification to The Paraplanner Standard™ can benefit you.
“As the profession develops at lightning pace, we are crying out for new blood and this won’t happen unless we celebrate and promote paraplanning as something to be aspired to.
This standard is an opportunity for firms to attract, retain and develop world-class paraplanners, enabling them to free up their advisers and vastly improve the robustness of their advice, their technical prowess and their business processes.”
– Jenny Ryan, Anderson Anderson & Brown LLP
“The only way financial planning and advice can be future-proofed is for planners to have the freedom to plan and paraplanners to have the freedom to paraplan.”
– Michelle Hoskin, Standards International Ltd