Paraplanner and financial planner

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Version log

Version Change detail Earliest start date Latest start date
1.0 Approved for delivery 06/05/2025 Not set
Employers involved in creating the standard: Burton and Fisher, Chartered Institute of Securities and Investments, Chartered Insurance Institute, Coventry Building Society, Fairstone, London Institute of Banking and Finance, M&G Wealth, Pentins SFP, Quilter, SJP, The Verve Foundation

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