You've probably noticed the impressive collection of letters following our team members' names, and we couldn't be more proud of what they represent! Each designation reflects countless hours of study, comprehensive examinations, and an ongoing commitment to professional excellence, all in service of providing you with the highest level of expertise. Let's dive into this alphabet soup!
Behind every set of credentials is a deeper commitment to your success!
The FPQP designation is designed for paraplanners - professionals who provide technical and analytical support to financial advisors and planners, handling much of the behind-the-scenes research, analysis, and plan preparation work.
Key Topics Covered:
- Financial planning fundamentals and processes
- Research and analytical techniques
- Plan preparation and documentation
- Client data gathering and organization
- Investment research and analysis
- Insurance and risk management analysis
- Retirement and estate planning support
- Tax planning basics
- Regulatory compliance in plan preparation
- Professional ethics and standards
- Communication skills for client presentations
- Technology tools and software proficiency
Requirements:
The program typically includes coursework covering paraplanning best practices, technical financial planning knowledge, and professional standards, followed by an examination to demonstrate competency.
Continuing Education:
Like other professional designations, the FPQP requires ongoing continuing education to maintain the credential and stay current with industry developments.
Distinction:
The FPQP is designed for paraplanners, junior advisors, support staff in financial planning firms, and other professionals who provide technical support in the financial planning process. This designation recognizes the important role that paraplanners play in financial services firms, providing them with formal training and credentials that validate their expertise in supporting comprehensive financial planning activities.
At KDI Wealth, two of our team members hold this designation, Kaylee DeOcampo & Erin Litchfield! Many of our clients are in contact with Kaylee & Erin quite often, they provide support and execute valuable processes toward our clients' financial success!
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