Financial Liverpool - Pathways to Prosperity: Shaping the Future of Financial Planning

Unlock Your Potential in Financial Planning: A Must-Attend Event

Whether you're a business owner, adviser, administrator, paraplanner, or aspiring to start a career in financial planning, this event is an unmissable opportunity to elevate your professional journey.

Paul Allen from Simply Academy will delve into the strategic advantages of apprenticeships, highlighting their role in attracting fresh talent, enhancing retention, and fostering the progression of existing team members. Gain valuable insights into how apprenticeships can bridge skills gaps, promote diversity, and support succession planning. Additionally, Paul will provide an overview of Simply Academy's apprenticeship offerings.

Rohan Sivajoti of NextGen Planners will guide you through achieving key certifications such as Diploma, Chartered Status, and Certified Financial Planner status. He'll share essential tools, structured learning methodologies, and practical tips to excel in exams. Beyond certifications, Rohan will emphasize the broader skill set required to become an exceptional financial planner or paraplanner as it’s about far more than just exams (and he’ll argue, more so).

Discover how NextGen Planners can support both established firms and individuals in their career journeys within this dynamic industry.

Sponsored by Sarasins & Partners UK

Philip Berry will be present to update attendees on how Sarasins & Partners UK can support financial planning professionals throughout their careers.