Congratulations Katie
on your recent career achievement!
Katie successfully completed the course of study and final
exam required to become the resident Registered ParaplannerSM at Cornerstone Wealth Management
Partners! Her dedication to her studies and willingness to go the extra mile to
help achieve client satisfaction allowed to her pass the course with flying
colors. Katie achieved her designation through the accredited College for
Financial Planning.
What is a
Paraplanner?
Paraplanning is a relatively new position within the
financial planning industry. This position involves the performance of many
“background” duties typically performed by the financial planner. This function
was created to allow the financial planner to work more closely with clients to
identify their goals and financial needs.
Individuals who hold the Registered Paraplanner designation
have completed a course of study encompassing the financial planning process;
the five disciplines of financial planning; and financial planning concepts,
terminology, and product categories. The RP® designation is awarded to students
who successfully complete the program, participate in a case study, pass the
final exam and sign a code of ethics commitment.
Our Commitment to
Continuing Education
Clients can rest assured knowing the team of CWMP is constantly
committed to continuing education. We strongly believe that nobody is ever done
learning. In order to keep up with the ever changing financial industry, we
must continue to learn and grow as a team.
“Education is the most powerful weapon which you can use to
change the world.”
-Nelson Mandela
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