Paul Rogers

Background

About Paul Rogers

All opinions expressed are my own and are not the opinions of Quilter. PROFILE: Paul is a highly experienced QCF Level 4 qualified trainer with over 35 years experience in Financial Services, of which over 20 years have been specifically in training. His experience includes the design and delivery of both technical and skills training programmes across a wide range of Financial Services topics. Prior to joining Quilter Financial Planning, he worked as a training contractor, focusing on the delivery of RDR and MMR projects for a range of bankassurers, as well as delivering a wide range of Financial Adviser Induction programmes. Paul has passed both the Diploma in Financial Planning and the Diploma in Regulated Financial Planning (DipPFS). He has also qualified as a Pension Transfer Specialist. KEY SKILLS AND COMPETENCIES- Training Presentation - Facilitation - Coaching & Feedback - Assessing and Assessment Writing - Course Design: Technical Knowledge and Sales Skills - Project Management - Training Needs Analysis TRAINING QUALIFICATIONS: Trainer Assessment Programme (2007)- The Training Foundation - Training Design & Development Skills - Training Delivery Skills - Training Facilitation Skills FINANCIAL SERVICES INDUSTRY QUALIFICATIONS: Diploma in Regulated Financial Planning- R01 to R06 inclusive Diploma in Financial Planning (Pension Transfer Specialist)- G10 (Taxation and Trusts)- G80 (Long Term Care, Life and Health Insurance)- J01 (Personal Tax)- J02 (Trusts)- AF7 (Pension Transfers) Other- SV1 (Savings & Investment)- CF8 (Long Term Care)- CeMAP (Bridge Paper)- CF1 and CF2 - Financial Planning Certificate (Parts 1, 2 & 3) SPECIALITIES- CII Diploma training: R01 to R06 inclusive - DB pension transfers technical knowledge (AF7)- LIBF training: FSRE, Assignment and Case Study support - Interview competence training / assessment for Financial Advisers and Mortgage Advisers - Taxation and Trusts knowledge - Corporate Protection knowledge - IT training (MS-Office applications and bespoke systems)- The scope, design, delivery and evaluation of a wide range of other training events