What Exams Do I Need to Become a Paraplanner?
A complete guide to the qualifications and exams you need to become a paraplanner in the UK, including RO1, RO2, and pathways to Chartered status.
About the author

Chloe Phillips CFP
Co-Founder
Chloe is a Certified Financial Planner™ and co-founder of The Paraplanner Club. She has worked across administration, paraplanning, management, and regulated advice, and now runs her own business. Late-diagnosed as neurodivergent, she advocates for others who don't fit the traditional mould and believes neurodivergence is not a barrier to success in financial planning.
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