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The College for Financial Planning®—a Kaplan Company Launches Financial Paraplanner Qualified Professional℠ Designation Program in Spanish to Better Serve Hispanic Investors
The College for Financial Planning—a Kaplan Company has introduced a Spanish-language version of the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation program. This program targets Spanish-speaking or bilingual advisors to enhance their understanding of financial terms and concepts in Spanish, enabling better client communication and relationships. Serving the growing Hispanic community, the course supports financial services companies in understanding and meeting Hispanic clients' needs, aspirations, and financial goals.
Il College for Financial Planning - una società di Kaplan, ha lanciato una versione in lingua spagnola del programma di designazione Financial Paraplanner Qualified ProfessionalSM (FPQP®). Il programma è destinato a consulenti di lingua spagnola o bilingue per migliorare la loro comprensione dei termini e concetti finanziari in spagnolo, facilitando una migliore comunicazione e relazione con i clienti. Servendo la crescente comunità ispanica, il corso aiuta le società di servizi finanziari a comprendere e soddisfare le esigenze, le aspirazioni e gli obiettivi finanziari dei clienti ispanici.
El College for Financial Planning, una compañía de Kaplan, ha introducido una versión en español del programa de designación Profesional Calificado Paraplanificador FinancieroSM (FPQP®). Este programa está dirigido a asesores de habla hispana o bilingües con el objetivo de mejorar su comprensión de términos y conceptos financieros en español, lo que permite una mejor comunicación y relaciones con los clientes. Al servir a la creciente comunidad hispana, el curso respalda a las compañías de servicios financieros en comprender y satisfacer las necesidades, aspiraciones y metas financieras de los clientes hispanos.
재정 계획 대학교—Kaplan 회사는 재무 파라플래너 자격 전문가SM(FPQP®) 지정 프로그램의 스페인어 버전을 도입했습니다. 이 프로그램은 스페인어 또는 이중 언어를 사용하는 고문을 대상으로 하며, 스페인어로 재정 용어와 개념을 이해함으로써 고객과의 커뮤니케이션과 관계를 개선할 수 있도록 합니다. 성장하는 히스패닉 커뮤니티에 서비스를 제공함으로써, 이 과정은 재무 서비스 회사가 히스패닉 클라이언트의 필요, 열망 및 재정적 목표를 이해하고 충족하도록 지원합니다.
Le College for Financial Planning, une entreprise de Kaplan, a introduit une version en espagnol du programme de qualification de professionnel qualifié en paraplanning financier (FPQP®). Ce programme cible les conseillers hispanophones ou bilingues afin d'améliorer leur compréhension des termes et concepts financiers en espagnol, permettant une meilleure communication et des relations plus solides avec les clients. En servant la communauté hispanique croissante, le cours aide les entreprises de services financiers à comprendre et à répondre aux besoins, aspirations et objectifs financiers des clients hispaniques.
Das College for Financial Planning - ein Kaplan Unternehmen, hat eine spanischsprachige Version des Financial Paraplanner Qualified ProfessionalSM (FPQP®) Designationsprogramms eingeführt. Dieses Programm richtet sich an spanischsprachige oder zweisprachige Berater, um ihr Verständnis von finanziellen Begriffen und Konzepten auf Spanisch zu verbessern, was eine bessere Kommunikation und Beziehung zu den Kunden ermöglicht. Indem es die wachsende hispanische Gemeinschaft bedient, unterstützt der Kurs Finanzdienstleistungsunternehmen dabei, die Bedürfnisse, Bestrebungen und finanziellen Ziele hispanischer Kunden zu verstehen und zu erfüllen.
Positive
The launch of the Spanish-language FPQP® program showcases a commitment to diversity and inclusion in the financial services industry.
The program aims to bridge the language gap between financial advisors and Hispanic clients, fostering trust, comfort, and stronger client relationships.
By offering training in Spanish, financial professionals can better understand and cater to the unique needs, preferences, and financial goals of the Hispanic community, leading to more personalized financial strategies.
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CENTENNIAL, Colo.--(BUSINESS WIRE)--
The College for Financial Planning—a Kaplan Company has launched a Spanish-language version of its Financial Paraplanner Qualified ProfessionalSM (FPQP®) professional designation program. This designation is ideal for Spanish-speaking or bilingual advisors starting their careers who are looking for a working knowledge of financial terms and concepts in Spanish, enabling them to better communicate with clients in their native language and build lasting relationships. And financial services companies that currently serve the Hispanic community, as well as those that are looking to expand their services, may consider this course for their employees to foster a workforce that better understands Hispanic clients’ aspirations and promote a culturally sensitive approach to financial advising.
According to Finhabits, a bilingual financial wellness platform, over the last 10 years Hispanics’ net wealth increased at a rate of 12.5%, compounded annually (vs. 6.8% for non-Latino Whites). At this growth rate, Hispanics are slated to accumulate $113 trillion dollars of wealth by 2050. By comparison, the total household wealth in the U.S. in 2022 was $140 trillion.
“This designation is important in our industry for a few key reasons. Speaking Spanish demonstrates respect for the client's cultural background and a willingness to understand their unique needs, preferences, and financial goals. It can also foster trust and comfort, which is crucial for discussing matters of personal wealth,” said Dirk Pantone, president of the College, which is accredited by the Higher Learning Commission. “With this designation program, financial professionals can ensure personalized strategies, paving the way for stronger financial futures within this dynamic and expanding community. "
Professionals interested in enrolling in the course can visit the College’s website.
Journalists interested in discussing the course can contact Russell Schaffer at russell.schaffer@kaplan.com.
About the College for Financial Planning®—a Kaplan Company
Founded in 1972, the College for Financial Planning®—A Kaplan Company provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which is now the world's most recognized and respected financial planning credential with more than 95,000 certified professionals. The College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 200,000 students have graduated from the College’s programs. For more information, visit www.cffp.edu.
Note to editors: Kaplan is a subsidiary of Graham Holdings Company (NYSE: GHC)
