Facts about the Registered Financial Planners Institute (RFPI)

A Brief History
RFPI was formed in 1983 to promote professionalism among those who are or will be active in the field of financial planning for individual and  businesses. The institute offers study programs both in classroom conducted seminars and correspondence course Programs, plus provides designations to individuals who demonstrate a high level of skills in financial planning in their respective field(s) of business.

Objective
RFPI is a collective membership of financial planners and conducts programs that are designed to serve the interest of both it’s members and the general public in matters relating to financial planning.

Major Elements
RFPI recognizes qualified individuals who are in the field of financial planning which would include insurance agents,  attorneys, loan officers, real estate people, CPA’s, bankers, securities, stock brokers, or people licensed in similar fields that have the ability to properly financial plan individuals or businesses.

Education
In the form of seminars and home course study materials in all fields of financial planning. RFPI also endorses and credits many courses which are now available by schools of higher education across the United States and throughout China, Hong Kong, Canada  & Europe. RFPI also conducts courses which are open to the public and all financial planning professionals...more

Legislation
Both actual and proposed is monitored by the institute, and it supports those legislative programs that are considered to be in the public interest.

Code of Ethics
All members of RFPI subscribe to the RFPI code of ethics, a major purpose of which is to ensure that the work performed for clients conforms to the high standards of professional competence, impartiality and confidentially...more

Referral Program
This is a service available to all RFPI members who have need of such service with membership incentives earned and credit applied toward renewal dues upon the approval of  referred new member. 
(For more information, call the institute at 440-282-7176)