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Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows.
In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts).
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website (https://www.libf.ac.uk/study/professional-qualifications/financial-advice/diploma-in-paraplanning-(dippp)).
Follow us on Twitter (https://twitter.com/StudyLIBF) and LinkedIn (https://www.linkedin.com/school/the-london-institute-of-banking-and-finance/).
26 Jun 2023
Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows.
In this episode our guest speakers discuss all things ESG in the paraplanning world.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website (https://www.libf.ac.uk/study/professional-qualifications/financial-advice/diploma-in-paraplanning-(dippp)).
Follow us on Twitter (https://twitter.com/StudyLIBF) and LinkedIn (https://www.linkedin.com/school/the-london-institute-of-banking-and-finance/).
23 May 2023
Episode 44: The countdown to the consumer duty (The paraplanner series)
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards.
In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.
Find out more about our Diploma in Paraplanning on the LIBF website (https://www.libf.ac.uk/study/professional-qualifications/financial-advice/diploma-in-paraplanning-(dippp)).
Follow us on Twitter (https://twitter.com/StudyLIBF) and LinkedIn (https://www.linkedin.com/school/the-london-institute-of-banking-and-finance/).
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