Paraplanners’ Assembly Webinar

Avoiding the financial planning assumptions that don’t work for women

CPD certificate of attendance request

Thank you for attending the Paraplanners’ Assembly webinar, ‘The financial planning assumptions that don’t work for women’.

If you would like a CPD certificate for your records, please complete the form below and one will be sent to you.

From watching this webinar, you should be able to understand:

Different common planning assumptions that disadvantage women
The role paraplanners can play in challenging these
Where assumptions creep into plans
Practical checks you can add to your paraplanning process
Ways to evidence good outcomes on the file
Language you can use to raise issues with planners as risk mitigation, not criticism

Webinar - 60 minutes

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Please complete the form below and one will be sent to you automatically.

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