FPQP™ – Financial Paraplanner Qualified Professional
🧭 Overview
FPQP™ – Financial Paraplanner Qualified Professional is an entry-level designation offered by the College for Financial Planning® – A Kaplan Company. It is designed for individuals in support roles or those new to the financial services industry who want to build foundational knowledge in personal financial planning.
The FPQP™ credential introduces core planning concepts across estate, tax, retirement, insurance, and investment topics. It prepares professionals to assist financial advisors in gathering client data, conducting preliminary analysis, and supporting plan development. While FPQP™ holders may advise clients, they typically operate as part of a broader planning team rather than leading client relationships directly.
📚 Requirements
- Online self-study program with 10 structured modules covering key financial planning topics
- Closed-book final exam with 75 questions; passing score: 70%
- Estimated study time: 100–125 hours
- Program must be completed within 120 days of enrollment
- Continuing education: 16 hours every two years
🤝 Community & Recognition
FPQP™ designees are part of the College’s national network of financial professionals and benefit from Kaplan’s continuing education platform. The designation is recognized by FINRA and valued by firms seeking well-trained paraplanners and support staff. It also serves as a stepping stone toward advanced credentials like the CFP® or CRPC®.
📜 Quick Facts
Issuing Organization: College for Financial Planning® – A Kaplan Company
Website: Kaplan Financial overview
Credential Focus: Foundational financial planning, client data gathering, support analysis
Audience: Paraplanners, client service associates, entry-level financial professionals
Continuing Education: 16 hours every two years
Related Designations: AAMS®, CRPC®, CFP®
