Foundations in Financial Planning

The Financial Paraplanner Qualified Professional^SM, or FPQP^® program, is a designation program that is an ideal launchpad for a career in the financial services profession and also a great way to increase the insight and knowledge of those who have been working in the profession. It is designed for new professionals entering the financial services industry, as well as frontline employees and support staff with some industry experience looking to deepen their foundational knowledge.

At the time you enroll in the FPQP^® designation program, you also have the option to enroll in the College’s Financial Advising Accelerator certificate program at a reduced cost. Before starting your FPQP^® program, the Financial Advising Accelerator certificate program will help you learn the practical skills necessary to plan for, develop, and manage your practice, and engage with your clients.

Choose your learning modality and complete your FPQP^® designation program.

• Live Online Classes
  Our Live Online classes are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program and the advantages of active learning features only possible in a live learning community. Features such as the following help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions:
  • Interactive infographics
  • Activities using whiteboards
  • In-class polls as part of knowledge checks
  • Additional handouts to reinforce learning
  • Real-time access to instructors to ask questions or get clarifications on challenging concepts

Because this option is structured-pace, classes begin at certain times of the year.

• OnDemand Classes
  Our OnDemand classes are best for individuals who need the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

Because this option is self-paced, you can begin the program at any time.

The FPQP^® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the FPQP^®, graduates receive exemption from course FP511 in the College’s CFP^® certification education program.

Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:

If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.