CPD certificate of attendance request
Thank you for attending the Paraplanners’ Assembly webinar, ‘a guide to protection essentials for paraplanners’. 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:
- Why protection deserves a place in holistic financial planning (and how to make the case for it)
- Current trends in the protection market and how to tackle common misconceptions
- The fundamentals: from product types and processes to remuneration options
- Practical tools and technology that can help you research and recommend solutions
Webinar - 60 mins