Course Description: The Foundations in Financial PlanningSM Program Leading to the Financial Paraplanner Qualified Professional™ or FPQP™ Designation is an introductory financial planning professional designation. The Foundations in Financial PlanningSM Program is the perfect introduction to personal financial planning for those who are in support roles or have no prior experience.
The program covers the main facets in personal financial planning, but in a way better suited to practical rather than professional application. The program is an ideal starting point for those new to the world of financial planning or for planners looking to give their support staff with additional insights. Graduates are eligible for the Financial Paraplanner Qualified Professional™ or FPQP™ mark.
What benefits does the Foundations in Financial PlanningSM Program offer?
"The Foundations in Financial Planning℠ program is excellent for someone like me who is just starting a career in financial planning. Course materials provide a well-written and comprehensive introduction to the financial services industry." – Pat G.
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Module 1. The Financial Planning Process
Chapter 1. Personal Financial Planning Defined
Chapter 2. How Financial Planning Helps Individuals Achieve Their Goals
Chapter 3. Steps in the Personal Financial Planning Process
Chapter 4. Knowledge Required for Appropriate Analysis & Plan Creation
Chapter 5. Ethical & Regulatory Issues & the Financial Planning Professional
Module 2. Cash Management & the Use of Debt
Chapter 1. Financial Statements
Chapter 2. Financial Situation Analysis
Chapter 3. Credit and Debt
Chapter 4: Budgeting
Module 3. The Time Value of Money
Chapter 1. Basic Calculator Functions and Terminology
Chapter 2. Calculator Keystrokes Relating to Time Value of Money
Chapter 3. The Importance of Rate Assumptions
Module 4. Insurance Basics & Property Insurance
Chapter 1. Principles of Risk Management
Chapter 2. Homeowners Insurance
Chapter 3. Automobile & Umbrella Liability Insurance
Module 5. Life & Health Insurance
Chapter 1. Life Insurance
Chapter 2. Health Care Plans
Chapter 3. Disability Income Insurance
Chapter 4. Long-Term Care Insurance
Chapter 5. Annuities
Module 6. Investment Basics & Strategies
Chapter 1. Asset Classes
Chapter 2. Types and Measurements of Risk
Chapter 3. Mutual Funds and ETFs
Chapter 4: Investments and Financial Planning
Module 7. Retirement Planning
Chapter 1. Opportunities and Challenges Associated with Retirement Planning
Chapter 2. Sources of Retirement Income
Chapter 3. Social Security
Chapter 4. Financial Planning for Retirees
Module 8. Tax Implications of Financial Decisions
Chapter 1. The Variety of Taxes Payable by an Individual
Chapter 2. The Federal Tax Calculation on Form 1040
Chapter 3. Tax Consequences of Selling Property
Chapter 4. How Are Employee Benefits and Compensation Taxed?
Chapter 5. Keeping the Proper Records
Chapter 6. Tax Planning Strategies
Module 9. Estate Planning
Chapter 1. Estate Planning Terminology
Chapter 2. Estate Transfer Tools
Chapter 3. Estate Transfer Expenses
Chapter 4. Incapacity Planning
Case Study & Master Index
Chapter 1. Getting to Know Your Clients
Chapter 2. The Hahns’ Goals and Objectives
Chapter 3. Exercises
Chapter 4. Answer Key
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
There are additional requirements to obtain and maintain authorization to use this designation.
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Classes meet each Thursday
Thursday, February 22, 2018
Thursday, May 10, 2018
Classes meet each Tuesday
Tuesday, May 15, 2018
Tuesday, July 31, 2018
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!
The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at email@example.com.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
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In January of 2018, the College for Financial Planning replaced the RP® and Registered ParaplannerSM professional designation with a new designation using the trademarks FPQPTM and Financial Paraplanner Qualified ProfessionalTM.
This change came as a result of the term “registered” presenting challenges for those working in financial services due to its similarity to terminology frequently used in other roles within the industry. It even resulted in some firms restricting the use of the credential. After significant analysis of the long-term sustainability of the designation, we chose to replace the designation name with a more distinctive title and acronym. While the name and trademarks for the credential changed, the Foundations in Financial Planning program’s industry-benchmark curriculum did not.
Effective January 31, 2018, the College discontinued ownership of the RP® and Registered ParaplannerSM trademarks. Therefore, we request you transition to using the new trademarks—FPQPTM and Financial Paraplanner Qualified ProfessionalTM — as soon as reasonably possible. You’ll find copies of the new designation logo, mark usage guidelines, and publicity brochure below.
Additionally, If you are an existing designee and would like a complementary certificate featuring the new credential, please contact our Student Services Center at 1-800-237-9990, option 2.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.