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Any paraplanners/IFAs around? Careers advice needed!

1 reply

dimbles · 26/01/2020 16:37

I'm currently working in financial services in an entry level position and looking into becoming a paraplanner.

I'm thinking of working towards some qualifications while in my current role (I'll be paying for these myself and studying in my spare time as it's not something my current employer will fund). I've found a few options online: CII Level 4 Diploma in Regulated Financial Planning and CISI Level 4 Investment Advice Diploma (or Certificate in Planning, which I believe is a step before the full Investment Advice Diploma).

Which of these qualifications is best regarded, or would you suggested something else altogether? I've looked at some job advertisements and they mention ''Level 4' but nothing more specific. Does anyone have any advice?

OP posts:
dimbles · 26/01/2020 16:38

Oops - Certificate in Planning should say Certificate in Paraplanning!

OP posts:
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