Kendallville, IN, June 6, 2022 – Shelby Carmichael, FPQP®, Client Service Representative at AMI Investment Management in Kendallville, IN has been authorized by the College for Financial Planning® to use the Financial Paraplanner Qualified Professional™ and FPQP® designation in compliance with standards of conduct and ongoing renewal requirements. Ms. Carmichael has worked at AMI Investment Management since 2016 and is responsible for providing client service and assisting the firm’s financial advisors.

Individuals who hold the Financial Paraplanner Qualified Professional™ (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 at the College of Financial Planning. Additionally, individuals must pass an end-of-course examination. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education and reaffirming adherence to the Standards of Professional Conduct.

AMI Investment Management is an independent Registered Investment Advisor.  Founded in 1995, AMI works with individuals and institutions to design and manage investment portfolios to meet their goals.