VIP Exclusive
FPQP Financial Paraplanner Qualified Professional VIP Practice Exam
FPQP ā The FPQPĀ® (Financial Paraplanner Qualified Professional) designation is issued by the College for Financial Planning (a Kaplan Company). The real exam consists of 100 multiple-choice questions administered over 2 hours, with a 70% passing score, covering financial planning process, time value of money, insurance, investments, tax, retirement, estate, and education planning.
55
Questions
120m
Time Limit
70.00%
To Pass
Question 1 of 55š VIP
A paraplanner is helping a new client, the Martins, complete their initial data-gathering meeting. The Martins mention they want to retire in 20 years, pay for their daughter's college in 8 years, and have adequate life insurance. Which step of the six-step CFP financial planning process is the paraplanner performing when documenting these objectives?
Questions 2ā55 and full explanations are VIP-exclusive.