RFPI Courses
RFP Course 104 (Must complete all 4 modules)
The information referenced within these
4 subjects are based on financial planning in the USA only and may
not be applicable to International countries and their laws, please call
for information and courses that apply to the country you will be
financial planning in.
- Financial Planning Strategies - Approved
for 20 hours with exam being applied toward the RFP designation
- Investments Options - Approved
for 20 hours with exam being applied toward the RFP designation
- Financial Terminology-
Approved for 15 hours with exam being applied toward the RFP designation
- Strategic Planning with Living
Trusts - Approved for 15 hours with exam being applied toward the
RFP designation.
After completion, exams need to be forwarded to RFPI for
grading and certification of credit hours. All courses include exams.
Prices
$89.95 each
Order all 4 books at $350.00
Prices do not include grading charge of $20.00 per
exam and shipping & handling charges.
Please call 440-282-7176 for ordering information.
- These courses are NOT State Approved for CE credit hours.
They can only be applied toward the RFP designation. Please call the
institute for more information.
Real Estate Courses Approved
- Real Estate Finance and Financial Planning-101 & 103 from RFPI
- Real Estate Finance and Investment - 102 from RFPI
- Multi Family Appraisal Course offered through
N.R.A.I.
- Any course from
Certified Commercial Investment Management (CCIM)
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Correspondence Courses
Dearborn Financial Publishing, Inc.
These credit hours have been designed specifically to be applied
toward the RFP designation only, and do not reflect what Kaplan College
has designated for credit.
- FP101- Fundamentals of Personal Financial Plng /75 credit hrs
earned with completion of course/pass final exam.
- FP102- Insurance and Employee Benefits /75 credit hours earned with completion of
course/pass final exam.
- FP103- Investment Planning /75 credit hours earned with completion
of course/pass final exam
- FP104- Income Tax Planning /75 credit hours earned with completion
of course/pass final exam
- FP105- Planning for Retirement /75 credit hours earned with completion of course/pass
final exam
- FP106- Estate Planning /75 credit hours earned with completion of course/pass
final exam
Other Courses offered through Dearborn
(self-study textbook or computer based training available).
- Introduction to Financial Products / order Exam separately
- Mutual Funds Basics & Beyond / order Exam separately
- Taxation of Financial Products (New) / order Exam
separately
- Principles of Retirement Planning (Revised) / order Exam
separately
- Pension and Profit Sharing / order Exam separately
- 401 (k) Plans (Revised) / order Exam separately
- Understanding IRA's / order Exam separately
- Rollovers (New) / order Exam separately
- Distributions from Qualified Plans (Revised) / order Exam
separately
- Qualified Plans I: Plan Types and Benefits / order Exam
separately
- Qualified Plans II: Qualification and Design / order Exam
separately
- Estate Planning (Revised) / order Exam separately
- Introduction to Trusts (New) / order Exam separately
- Designing Financial Strategies / order Exam separately
- Senior Needs Planning / order Exam separately
- Financial Planning With Variable Annuities (New) / order Exam
separately
Please refer to pricing guide and ordering information with Dearborn
1-800-423-4723
Courses, unless specifically noted must be State
Approved and contain a test/exam for pre-certification hours toward the RFP designation.
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Online Education
Zoologic
In addition to sophisticated web-based courseware spanning a wide range of
financial topics, Zoologic also
helps clients develop curriculum strategies, offer technical advice, and
even assists in the selection of complementary services and products.
Wall Street
Instructors
CE courses for insurance and financial planning.
A Center For Continuing
Education
Fast, easy, convenient home study.
PassOnline
Offers many courses for financial planning.
WebCe
Offers self study courses.
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Others
Florida Community College offers many
financial planning courses for those pursuing professional careers in financial
planning.
Insurance Courses Approved
- CLU, LUTC, ChFC, RFPI
- Most insurance and CEU courses taught at colleges, universities,
institutes and schools of higher education and approved insurance company programs.
Financial Planning Courses Approved
- CFP, RFPI, NASD, IAFP,
- Most financial planning courses taught at colleges, universities,
institutes and schools of higher education and approved company
programs.
Accounting and Banking Courses Approved
- CPA, H&R Block, CGA, ATA, ATP, CEP, MCEP,
CFMA, MBA,
- Most accounting and banking courses taught
at colleges, universities and schools of higher education.
*If you have taken other courses and/or
earned other designations not listed please call the Institute to see if it is
approved.
Asian Education
Programs Approved through RFPI
Please visit this
website for
more information on all approved education courses conducted in China, Hong
Kong, Shenzhen, Guangzhou, Beijing.
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