Paraplanning  

Paraplanners Powwow goes online this week

Paraplanners Powwow goes online this week

The paraplanning community is planning a series of Powwows online over April to provide tips and hints about working during a lockdown.

On April 16, at 1pm, the Paraplanners Powwow will be hosting Online Howwow: Managing Paraplanning teams remotely. 

Aimed at paraplanning team leaders or managers, this 'Howwow' will explore leading, managing and inspiring teams, setting them up for success during this period.

Topics that will be discussed include how to adopt and maintain a positive mindset in order to lead and manage successfully, looking at your circle of control and resilience; how to engage and communicate with your teams; how you can equip yourself with the tools, skills and confidence to be the best possible leader; and how to capture the positives and key lessons from this experience.

The event can be found here.

On April 21, also at 1pm, the Howwow will look at principles for report design. 

This will focus on the basic design principles for reports, and the session will cover how end users read documentation; the best way to lay out a document; how to work with data such as tables and charts; and the rules to be aware of for legibility and accessibility. 

This event can be found here.

Finally, at the end of the month, on April 29 from 1pm to 2pm, there will be a Howwow with the Just Group. 

This will focus on vulnerable clients. 

The event organiser said: "A robust strategy for vulnerable clients has never been more important than now. In recent weeks, financial planning businesses will have seen these strategies tested.

"This Howwow will give you the tools you need to ensure your approach is robust; helping you to evaluate it and put in place any follow up measures."

It will be hosted by Powwow regular, paraplanner Jonny Stubbs, in conversation with Martin Lines, business development director for Just.  

The event is available here.

Other training providers are also targeting paraplanners and advisers with a series of webinars and podcasts. For example, pensions provider James Hay is giving advisers and paraplanners the chance to vote on Twitter for the technical topics they want to hear about.

According to James Hay, once they get the votes in, the team will set up and turn around the training session as quickly as possible.

simoney.kyriakou@ft.com

Have you got an event, webinar or training session planned? Email us at Financial Adviser and we will aim to flag it for our readers.