Paraplanning Essentials: Report Writing for New & Trainee Paraplanners

Summary

Writing suitability reports is one of the most important responsibilities of a paraplanner — but it can also be one of the most challenging.

This webinar is designed to give new and trainee paraplanners the confidence and clarity they need to write effective, compliant, and client-friendly reports from the start.

We’ll break down what must be included in a report to meet regulatory standards — and what doesn’t belong.

You’ll learn how to capture and reflect genuine client goals and objectives, structure reports that are easy to read and understand, and avoid common mistakes that can lead to unclear advice or compliance issues.

Whether you're writing your first few reports or want to sharpen your skills, this session will give you practical tools, examples, and tips you can use immediately.

Join us to build confidence in your reporting skills and contribute to better client outcomes — while staying on the right side of compliance.

Please note, spaces are limited and will be allocated on a first-come, first-served basis.

Our Speaker

Alan Gow is the founder and director of Argonaut Paraplanning, an outsourced paraplanning firm established in 2011.

With a strong emphasis on compliance and client-focused communication, Alan is known for producing suitability reports that are clear, accurate, and easy for clients to understand. He combines technical expertise with a practical approach, ensuring reports meet regulatory standards while telling a compelling client story.

Alan is also an active industry advocate, regularly contributing to professional panels and events to promote best practices within the paraplanning profession.

Learning Objectives

By the end of this session, attendees will be able to:

1. Identify the essential components of a compliant suitability report and distinguish what content is unnecessary or inappropriate.

2. Apply best practices in report writing to ensure clarity, accuracy, and regulatory alignment.

3. Accurately capture and articulate client goals and objectives within suitability reports.

4. Write in clear, plain English to improve client understanding and engagement.

5. Implement quality control techniques to enhance the overall standard of client reports and advice file.

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