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FPQP stands for Financial Paraplanner Qualified Professional. It is a credential that indicates a basic level of knowledge in personal financial planning for paraplanners. The course is offered by...
Paraplanner work and working from home are a match made in heaven. I've met dozens of virtual paraplanners: friends, coworkers, and myself! Virtual paraplanner work is very common and is on...
Is it a good time to get into paraplanning? Yes. I've seen dozens of my peers not only get financial planning jobs but also get recruited for those jobs. Paraplanners are in high demand....
It's important for job postings to cater to the right kind of paraplanner so you can hire someone with the same expectations for the job. Here are some common responsibilities that advisors try to...
A paraplanner and financial planner sometimes do similar tasks and they both are valuable to the client. So it can be tricky to tell which category someone fits into. A financial planner meets...