AIFA Paraplanning Academy

Paraplanning plays a key role in the modern financial planning practice - a paraplanner works closely with a Financial Adviser or Planner and is responsible for a number of non-client facing tasks involved in preparing and administering financial plans and client reports.


A paraplanner forms the link for an Adviser between conducting the client meetings and getting the business issued - they coordinate all the administration required, design an appropriate solution in conjunction with the Adviser, prepare all reports and post-sale documentation and provide technical advice when required.


In order to be successful as a paraplanner any individual needs to possess some basic skills such as the ability to write reports, analyse statistics, research appropriate products and funds, have a good understanding of compliance issues, organize their own and their advisers time and prioritise. They must also have excellent IT skills and interpersonal skills.

Want to become a Paraplanner?

AIFA has developed a unique Certificate IV qualification designed to develop the skills needed to be a successful professional paraplanner. Call AIFA today for current information on 1300 785 775

Other Paraplanning Academy Courses

FNS30107 Certificate III in Financial Services (ASIC Tier 2)
FNS40107 Certificate IV in Financial Services (ASIC Tier 1 or Tier 2)
FNS40107 Certificate IV in Financial Services (Paraplanning)
FNS50804 Diploma of Financial Services (Financial Planning) ASIC Tier 1
NS30107 Certificate III in Financial Services (Insurance Services)
FNS40107 Certificate IV in Financial Services (Insurance Services)