Our Designations

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP^® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Retirement Income Certified Professional (RICP^®)

The RICP^® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP^® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.

Wealth Management Certified Professional (WMCP^®)

The American College awards the WMCP^® and describes it in this manner: The WMCP^® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors. WMCP^® provides advisers with a deep understanding of investment management and financial planning, and how they can be used to meet clients’ goals. They develop an expertise in analyzing and identifying goals and risk tolerance and building investment management plans tailored to the needs of their clients.

The Financial Paraplanner Qualified Professional (FPQP^®)

The Financial Paraplanner Qualified Professional (FPQP^®) designation represents foundational excellence in financial services, designed for both emerging professionals and experienced support staff seeking to deepen their industry knowledge. At Guided Wealth, our FPQP^® professionals are integral members of our planning team, bringing practical expertise to the financial planning process and its core disciplines. The designation program provides comprehensive training across essential areas including estate planning, tax strategy, retirement planning, insurance considerations, and investment fundamentals, enabling our team to gather, analyze, and synthesize complex financial information into actionable insights for our clients.

The FPQP^® designation demonstrates our team's commitment to professional development and client service excellence. The program's curriculum, developed by The College for Financial Planning®—a Kaplan Company, offers flexible learning pathways including structured Live Online classes and self-paced OnDemand options, ensuring our professionals can maintain the highest standards of expertise while managing their client responsibilities. This versatility allows our team members to master crucial financial planning concepts while developing practical applications for real-world scenarios.