After three long months, on March 26th, I passed an exam administered by the College of Financial Planning which, after completing a background screening and committing to Standards of Professional Conduct, granted me the Financial Paraplanner Qualified Professional™ (FPQP™) designation. What is the FPQP™ designation? So glad you asked! If you turn to google, the internet will tell you it’s a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. It will go on to explain that individuals must pass an end-of-course examination, which tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
In simpler terms, I can now demonstrate the ability to gather, review and analyze client financial information and help assist with building a Risk Tolerance Analysis. Most importantly, this allows me to give our clients a comprehensive picture of their financial well-being. With 16 hours of continuing education required every two years, I will always be well informed of the latest trends and changes when it comes to Financial Planning.
Ultimately, I knew if I wanted to continue building strong relationships with new and current clients, as well as help those clients achieve their financial goals, I had to earn this designation. As much as I dislike taking exams, if it is in the best interest of our clients – I am all in 110%. This is why I have already started studying for my Series 65 (Investment Advisers Law Examination). I hear it is difficult, but luckily, I love a good challenge. Wish me luck!
Operations Specialist, Surevest Private Wealth