Upskilling Paraplanners

Upskilling Paraplanners

Upskilling Paraplanners

How does a paraplanner upskill? If you asked the majority of business owners in our profession, they would likely say through professional exams and there is no doubt that within our profession, qualifications are important. Not only do qualifications help to provide a base level of technical knowledge, but also achieving a qualification helps to provide a level of credibility and reassurance to clients. It’s for this reason The Patterson Group is a industry leader in providing CII exam support to businesses.

The Patterson Group has over 28 years of experience in training and development within the financial services profession. Over that time, we’ve worked with countless firms and those that re-invest time and effort into its staff are very often the same firms that offer the best service to its clients and therefore the best reward to shareholders.

Upskilling paraplanners and administrative staff is one clear way to add value to any firm. For paraplanners and administrative to add the maximum value to a firm, not only do they need the technical knowledge, but more importantly the skills and awareness to apply this knowledge is key.

That’s why at The Patterson Group, we place a huge emphasis on upskilling paraplanners, which involves coaching paraplanners a blueprint to various financial strategies and the confidence to add real value to a firm and its clients.

Why not see below a case study of how a firm can upskill its paraplanners through engaging and proactive coaching?

 

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