Included are thirteen full-length 75-question exams covering the following topics:
• The financial planning process
• Insurance basics and property insurance
• Life and health insurance
• Investment basics and strategies
• Investment vehicle characteristics
• Tax implications of financial decisions
• Retirement planning
• Estate planning basics
• Laws, regulations, and guidelines
• Time value of money
About the FPQP Designation
The Financial Paraplanner Qualified Professional (FPQP) designation is for those who have no financial planning experience and want to start building that foundation. The program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments. Holding the FPQP designation demonstrates to clients that the paraplanner can gather, review, and analyze their financial information and offer a comprehensive picture of their financial well-being.