FPQP Designation
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Financial Paraplanner Qualified ProfessionalSM - FPQP®

FPQP® Professional Designation Package Version 24
$1,375.00

The College's Foundations in Financial PlanningSM (FFPN) program gives students an opportunity to earn the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation.  This professional designation program 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. Students will gain basic, practical knowledge of the financial planning process and the disciplines of financial planning—while being introduced to different product categories, essential terminology, and general concepts applicable to financial planning. The program is an ideal launchpad for a career in the financial services profession, and a great way to increase the insight and knowledge of those already working in the profession.

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® program, graduates receive exemption from course FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology 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.

$1,375.00
Financial Advising Accelerator Certificate & FPQP® Professional Designation Package
$1,575.00
This package includes both the FPQP® professional designation program and Financial Advising Accelerator certificate program. The College's Foundations in Financial Planning℠ (FFPN) program gives students an opportunity to earn the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation. This professional designation program 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. Students will gain basic, practical knowledge of the financial planning process and the disciplines of financial planning—while being introduced to different product categories, essential terminology, and general concepts applicable to financial planning. The program is an ideal launchpad for a career in the financial services profession, and a great way to increase the insight and knowledge of those already working in the profession. 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. This certificate program is designed to help you fast track your advising and business-building skills that are necessary to launch a successful financial planning career. 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® program, graduates receive exemption from course FP511 General Financial Planning Principles, Professional Conduct, and Client Psychology 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.
$1,575.00

The College's Foundations in Financial Planning℠ (FFPN) program gives students an opportunity to earn the Financial Paraplanner Qualified Professional℠ (FPQP®) designation. This designation program 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.

Course Topics

✔ The Financial Planning Process
✔ Business Ownership, Cash Management and Use of Debt
✔ The Time Value of Money
✔ Insurance Basics and Property Insurance
✔ Life and Health Insurance

✔ Investment Basics and Strategies
✔ Retirement Planning
✔ Tax Implications of Financial Decisions
✔ Estate Planning Basics
✔ Case Study and Master Index

Classes

Choose between Live Online or OnDemand classes to complete your program.

 

Textbooks

Electronic textbooks are your primary resource for course content. You will receive an electronic VitalSource eBook as part of the package price. eBooks in the ePub format that are compatible with Apple iPad and MOBI/Kindle will also be available on your student dashboard. 

Printed textbooks are available as an add-on to your package for $159 plus tax and shipping.

Module Quizzes

Module Quizzes, located at the end of each unit in your program, are designed to gauge your comprehension of the material. Students must complete the 30-question quiz for each module (or 20-question quiz if you are pursuing the ADPA® program) before moving to the next module. For questions answered incorrectly, correct answers with detailed rationale are provided to help improve your comprehension.

Practice & Final Exam

The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam. It allows you to see areas of strength and weakness on your Performance Tracker. 

To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. The grade earned on the Final Exam reflects your overall grade for the designation program.

Course Sessions

The next Live Online classes will begin in September 2024. Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.

If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

Frequently Asked Questions about The FPQP® Designation

The FPQP® designation program 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 provides a broad, practical (rather than professional) knowledge of all the main aspects in personal financial planning.
 
  • New professionals entering the financial services industry and who desire financial planning credentials to advance their career
  • Frontline employees and support staff with some industry experience looking to deepen their foundational knowledge
  • Individuals interested in a broad-base financial knowledge to assist with their personal finances

For all designation programs except the Sports & Entertainment (SE) Supplemental Education for the AWMA® program
Students in all professional designation programs except the Sports & Entertainment (SE) Supplemental Education for the AWMA® Program have 120 days from the date they are provided online access to complete a designation program (including testing and passing the Final Exam). 
  • Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
  • Students who enroll in OnDemand classes will receive online access immediately after they enroll.

If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

Sports & Entertainment (SE) Supplemental Education for the AWMA® program

Students have 30 days from the date they are provided online access to complete the program (including testing and passing the Final Exam). 

If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

 

 

 

The Final Exam for the FPQP® program contains 75 questions. 

Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam.

A passing score on the Final Exam is a score of 70% or higher. The grade earned on the Final Exam reflects your overall grade for the designation program.

A score of 70% or better is required to pass all professional designation final exams. Students who do not earn a minimum of 70% after the allotted number of final exam attempts will be required to re-enroll in the professional designation course, pursuant to the Professional Designation Re-Enrollment Policy.


After a student successfully completes the academic requirements of the professional designation program, students are notified via email (typically within 48 hours of course completion) to apply for authorization to use the applicable certification marks in accordance with the designation requirements. You can also apply for authorization through home.kaplanlearn.com. Continued use of certification marks is subject to compliance with ongoing renewal requirements.










All FPQP™ designation holders are responsible for completing 16 hours of Continuing Education credits every two years.

A $100 renewal fee is also required every two years. Learn more about your renewal options at the link below:

Renew Your Professional Designation
For the AAMS®, APMA®, AWMA® ,CRPC® , CSRIC®, FPQP®  and SE-AWMA® designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

If you are pursuing the Sports & Entertainment (SE) Supplemental Education for AWMA® Program to earn your SE-AWMA® designation, you must achieve a score of 70% or higher on the Final Exam. These students have an allotted time of 1 hour to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.


For the ABFP®, ADPA® and WMSSM  designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 2 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.
The Financial Advising Accelerator is an online self-study program for financial advisors who are new to the industry or in the early stages of their career. The course focuses on key advising and business-building skills necessary to launch a successful career in financial planning.

At the time you enroll in one of the following designation programs, you also have the option to enroll in the College’s Financial Advising Accelerator certificate program at a reduced tuition:
  • Accredited Asset Management Specialist℠
  • Financial Paraplanner Qualified Professional℠
  • Wealth Management Specialist℠ 
Before starting your designation program, the Financial Advising Accelerator certificate program is designed to help you learn the practical skills needed to plan for, develop, and manage your practice, and confidently engage with clients. The 6-module online self-study program covers these topics:
  • Developing a Business Plan for Your Practice
  • Marketing Your Practice
  • Managing Your Practice
  • Growing Your Practice
  • Communicating with Clients During the Financial Planning Process
  • Understanding Client Psychology
If you enroll in a designation program (AAMS®, FPQP®, or WMSSM) and Financial Advising Accelerator as a package, you will have 120 days to complete the Financial Advising Accelerator certificate program first. After 120 days of access or at the conclusion of Financial Advising Accelerator if you complete it prior to your 120 days of access, you will continue your professional development through the designation program you enrolled in and have 120 days to complete that program.

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¿Le interesa el programa FPQP® en español?

Desde el material del curso hasta el examen final, el plan de estudios para la designación profesional FPQP® está disponible en español.

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