Industry Professional Since 1989
Financial Paraplanner Qualified Professional®
Bonnie L. Hayward received her Registered Paraplanner designation in 1989 and has worked professionally with her husband, John, ever since. Her vast knowledge of the financial planning process, client services, and back office operations is an essential component of our firm's success.
She has a background in accounting from Madison Area Technical College and has received numerous industry accolades.
FPQP Certification®
The FPQP designation provides a foundation in personal financial planning for professionals who support advisory teams and client relationships. The training covers core areas of financial planning - retirement, investments, insurance, tax, and estate planning - giving designees the skills to analyze client information and support holistic planning.
Currently offered and recognized by the issuing organization, College for Financial Planning - a Kaplan Company. Training requirements includes online self-study FPQP course and an online, closed-book final exam. Continuing education requirement is 16 hours every 2 years.