We are proud to announce that our Client Services Specialist, Lilly Vaughn, has earned the Financial Paraplanner Qualified Professional Designation. Individuals who hold the FPQP™ designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Lilly has been a wonderful asset to the KFG Team since joining us in 2014. Join with us as we congratulate her in this accomplishment.