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O'Rourke earns FPQP®

O'Rourke earns FPQP®

| September 20, 2022
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Cole O’Rourke – earns Financial Paraplanner Qualified Professional

 

ARCOLA, Illinois – September 19, 2022 — Boyer and Sappenfield Investment Advisors is pleased to announce that Cole O’Rourke has completed the coursework and examination process in order to earn his designation as a Financial Paraplanner Qualified Professional.

“We are beyond excited to have such a hard-working, dedicated individual as a member of our team”

 

 

O’Rourke originally joined Boyer and Sappenfield Investment Advisors in 2021. He came to us from a non-financial background and took over the marketing aspect for our two branch offices. Cole, from the start has been eager to deepen his understanding in his position with Boyer and Sappenfield.

 

Our offices have always promoted education among our advisors and staff members, while internally we believe we have a great education program for our staff members, we know it is integral to our success for our team members to learn from others as well.

 

 

About the Financial Paraplanner Qualified Professional Designation

The Financial Paraplanner Qualified ProfessionalSM, or FPQP® program, is a designation program that is an ideal launchpad for a career in the financial services profession and also a great way to increase the insight and knowledge of those who have been working in the profession. It is designed for new professionals entering the financial services industry, as well as frontline employees and support staff with some industry experience looking to deepen their foundational knowledge. https://www.kaplanfinancial.com/wealth-management/fpqp

 

 

About Sappenfield Boyer Investment Advisors
Financial professionals at Boyer and Sappenfield assist clients with retirement planning, retirement income planning, and have experience with required minimum distributions. The firm enjoys working with clients whose approach to life – and their finances – reflects their mission statement; helping people who care about their family and others live the life they want to live and become financially independent. https://www.boyersappenfield.com/

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