Advanced Diploma of Paraplanning

Comply With Ethical and Operational Guidelines, Legislation and Regulations in Financial Planning

Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)

Implement Financial Plans

Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)

Present and Negotiate Financial Plans

Robert Dickerson & Harry Gosper | 1st Edition (July, 2022)

Develop Financial Plans

Robert Dickerson & Harry Gosper | 1st Edition (January, 2022)

Prepare Advice in Managed Investments

Robert Dickerson & Harry Gosper | 1st Edition (January, 2022)

Conduct Financial Product Research to Support Product Recommendations

Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)

Record and Implement Client Instructions

Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)

Conduct Financial Planning Analysis and Research

Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)

Monitor and Review Organisational System Compliance with Legislation and Regulations

Robert Dickerson & Harry Gosper | 1st Edition (January, 2022)