Financial Paraplanner Qualified Professional℠ (FPQP®)

Issued by Kaplan Professional Australia

Awarded on behalf of the College for Financial Planning, Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesise complex concepts and apply theoretical concepts to real-life situations.

Type Certification
Level Foundational
Time Years
Cost Paid

Additional Details

Skills

Ethics and professionalism
Financial Plan Construction
Financial Planning
Financial planning legislation and regulations
Financial planning research and analysis
Paraplanning

Earning Criteria

Successfully complete a course of study and specific postgraduate units via coursework or Recognition of Prior Learning (RPL) with Kaplan Professional. A maximum of 1 unit may be completed via RPL.
A one-off certification fee of $395 is payable on successful application. A renewal fee of $90 is payable every 2 years.
To renew their designation, FPQP® professionals must provide evidence every 2 years to demonstrate they have completed 20 hours of CPD per year in designated areas as follows: Technical - 10 hours; Regulatory compliance and consumer protection - 5 hours; Professionalism and ethics - 5 hours.

Standards

College for Financial Planning designation standards