The Art of Paraplanning

There’s been some exciting developments here at Para-Sols – and we wanted to bring you up to speed with the latest from us.

Since we set up Para-Sols nearly 10 years ago, we’ve continued to build our brand and drive our mission to create flexible outsourced paraplanning solutions, as well as educating the next generation in financial services. Over the years we’ve had persistent requests to offer external training, and so we’ve been on the lookout for an opportunity to do just that!

With this in mind, it was a no-brainer to offer up our support to sister company (and the latest addition to The Verve Group family) – The Art of Finance working with Cathi and the team to bring their paraplanner training – The Art of Paraplanning – to life!

As a fellow member of The Verve Group, we were a natural fit to help support The Art of Paraplanning, and the Para-Sols’ team have helped codesign the practical stream of the course to ensure that the programme is engaging, relevant and exciting!

The Art of Paraplanning is a flexible course that provides the perfect training solution for firms looking to upskill members of their existing team, as well as individuals who are looking to get into or further develop their career in financial services. The financial services profession is changing, and we align with The Art of Finance’s vision that the training should be ever-evolving too.

Para-Sols are very excited to be part of this fresh new approach to financial training. Not only does the course offer candidates the important technical knowledge to gain the qualifications needed, but it also provides them with the practical skills that are required to apply their learning back at the office. It’s an interactive course, which is designed to take someone with little or no financial services experiences, to a fully qualified, and trained level 4 paraplanner over 20 months.

To learn more about The Art of Paraplanning or the other courses available, visit The Art of Finance or get in touch! The next cohort of The Art of Paraplanning is due to kick off on 16th May 2019 and details on the Autumn cohort (21st October) will be released in the coming weeks.

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