Late last year, Denham was awarded the designation of Financial Paraplanner Qualified Professional (FPQP). She is now qualified to assist clients with their financial planning needs.
The FPQP certification focuses on the collaborative process of helping clients meet their life goals. This involves integrating relevant elements of the client’s personal financial circumstances and goals with sound financial advice aimed at achieving those goals. In other words, gather, review, and analyze a client’s financial information to offer a comprehensive picture of their financial well-being.
The FPQP certification covers estate planning, investment planning, cash management, retirement planning, tax planning and insurance planning. Denham was also tested on the code of ethics and principles surrounding financial planning and assistance.
Denham is excited to bring this new knowledge into her role at SilverPeak Wealth through software training, client presentations, and meetings. With this certification, Denham has become an even more valued asset to SilverPeak Wealth and the clients we serve.