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Paraplanner

“It takes as much energy to wish as it does to plan.” –  Eleanor Roosevelt

 

A crucial member of the financial planning team, the Paraplanner brings a unique set of skills and expertise that enhances the overall client experience and supports the financial advisors.

Apprenticeship overview

MetaGedu will work with you to run a programme that delves into a vast array of financial products, investment options and regulations & compliance.

Apprenticeship overview

MetaGedu will work with you to run a programme that delves into a vast array of financial products, investment options and regulations & compliance.

Duration
12 – 18 Months
Qualification Type
Apprenticeship
Qualification Achieved
Level 4 Paraplanner Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

Why MetaGedu Apprenticeships?

  • Transform your workforce with custom-designed apprenticeships, tailored to excellence.
  • Immerse practical learning instantly in your workplace, maximizing skills application.
  • Nurture apprentices with personalized support, enhancing their professional growth.
  • Elevate your team’s potential through comprehensive career development and mentoring.
  • Seamlessly integrate MetaGedu’s B2B consultation services for strategic advantage.