🚀 Starting Strong: Your Entry into the Financial Planning Profession

Kendra_Solis

Just getting started in the financial services industry? The early years of your career are the perfect time to build a strong foundation—and the right credentials can open doors and boost confidence.

Two great starting points:

📘 FPQP® – Financial Paraplanner Qualified Professional™

Designed for entry-level professionals and career changers, the FPQP® designation provides a comprehensive overview of the financial planning process.
Benefits:

• Build a solid understanding of core concepts
• Support your team more effectively
• Gain credibility with clients and colleagues
• Ideal first step before pursuing CFP® certification

📘 WMS® – Wealth Management Specialist™

The WMS® is perfect for those working with high-net-worth clients or in advisory support roles.
Benefits:

• Learn key wealth management strategies
• Understand complex client needs
• Strengthen your communication with affluent clients
• Stand out in a competitive industry
  

Whether you're just stepping into the industry or want to level up your foundational knowledge, these designations can help you grow with confidence.

Are you an alum who started with FPQP® or WMS®?

Drop a comment and share how it helped you in your career journey! 👇