Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner.
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