The College for Financial Planning, an accredited institution of higher learning, offers the Financial Paraplanner Qualified Professional™ designation. This designation covers the financial planning process, the five disciplines of financial planning, general financial planning concepts, and terminology.
There are no prerequisites for the program. Individuals who hold this designation have completed the 10-module course of study, and then successfully passed a proctored exam. Designees must adhere to the College’s Standards of Professional Conduct, and complete sixteen hours of continuing education every 2 years.