Financial Planning is a core component of Skyline Advisors’ service offering and we encourage staff to pursue relevant education that helps our service our client relationships and overall firm knowledge of financial topics.
The Foundations in Financial Planning ProgramSM can lead to a Financial Paraplanner Qualified ProfessionalTM designation, or FPQPTM, which has completed a course of study encompassing basic and practical knowledge of the financial planning process and disciplines.
To attain the right to use the FPQPTM marks, an individual must satisfactorily fulfill the following requirements:
- Continuing Education and Renewal
The College of Financial Planning owns the certification marks FPQPTM, Financial Paraplanner Qualified ProfessionalTM and FPQPTM (with plaque design) in the U.S., which it awards to individuals who successfully complete the College of Financial Planning’s initial and ongoing certification requirements.
Please see our team page for information about who holds this designation.