Risk Product Update

Kaplan launches paraplanning course

Enrolments are now open for Kaplan Professional’s dedicated paraplanning course for new and existing paraplanners. The online advanced diploma of paraplanning course is set into four subjects and provides the skills someone would need to enter the industry.

Midwinter releases new goals optimisation adviser software

A new software release from Midwinter supports financial advisers to provide goals-based advice in realtime, with reviews and prioritisation of goals, plus generation of a statement of advice. The MultiGoal software can be used in front of the client as part of the advice discussion.