Earn the right to use RFP
Affiliate Member
(Undesignated Member)
Affiliate membership to RFPI is open to
anyone with an active interest in financial planning and who agrees to observe the
RFPI code of ethics. Upon acceptance of
an Affiliate
membership, the applicant agrees to complete a 120 hour course of
study, that RFPI recognizes, within two (2) years. After an Affiliate member
finishes said course of study, they must then
EITHER:
A. Attend a RFPI approved classroom course; or
B. Complete a RFPI approved correspondence course; or
C.
Complete a similar approved course offered by various organizations and schools of higher
education.
As an Undesignated
Member you will receive:
- Personalized membership card
- A subscription to the RFPI online newsletter
- Listing on the
RFPI member website
* The Affiliate member is not permitted to use the
Registered Financial Planners Institute's designation (RFP) until meeting all educational and
experience requirements.
-
Cost: $75.00 annual dues and a one time processing fee of $25.00.
- Payment must be
included with application.
Check, Visa or MasterCard accepted.
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RFP Designation
(Registered Financial Planner)
The applicant must have at least two (2) years financial
planning experience in their respective field, must have
already completed 120 hours of approved education, and show evidence
of passing exams related to area(s) of expertise
(varies according to educational requirements)
, OR
A. Attended a RFPI approved classroom course; or
B. Completed a RFPI approved correspondence course; or
C. Completed a similar approved course offered by various organizations
and schools of higher education.
Upon evidence of completion and approved application for membership
you will receive:
- Personalized RFPI designation, wall certificate,
and membership card
- RFPI Logo stickers
- Subscription to the RFPI online newsletter
- RFPI Lapel pin
- Listing on the
RFPI member website
-
Plus various other materials
-
Cost: $150.00 annual dues and a one time processing fee of $50.00.
- Payment must be included with
application (Check, Visa, or Mastercard accepted).
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SRFP
Designation (Senior Registered
Financial Planner)
Applicant must have at least five (5) years financial planning in their respective
field, at least an associates degree or equivalent an emphasis on
personal taxation, a minimum of 60 hours of education in estate &
retirement planning, and a minimum of 30 hours of education in
investment products. Upon approval of application, you will receive:
- Personalized SRFP designation, wall certificate,
and membership card
- SRFP Logo stickers
- RFP Lapel pin
- Subscription to the RFPI
online newsletter
- Listing on the
RFPI member website
- Plus various other materials
-
Cost: $150.00 annual dues and a one time processing fee of $50.00.
- Payment must be included with
application.
Check, Visa or MasterCard accepted.
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IMPORTANT
Candidates must fully complete
an application form and meet any other qualification criteria as
applicable to the RFPI Affliate, RFP, or SRFP designations. The Board and Admissions Director will review all
qualifications and experience and will assign the appropriate
designation. Failure to pay the institute's annual dues in any year
after the initial application or failure to submit CEU's shall result
in a forfeiture of the previously assigned designation, a requirement
to return the
RFPI membership
card, and relinquishment of the right to any further use of the
RFPI name and
designation(s).
A MEMBER MAY BE EXPELLED, SUSPENDED
OR DISCIPLINED IF:
1. Violates any of the code of ethics, state laws or federal laws in
the country member practices.
2. Has been found guilty by the board of directors of any act
discrediting to the financial planning profession.
3. By not fulfilling twenty (20) hours of continuing education’s
every three (3) years in their respective field of financial planning
or courses relating to such subject.
4. Failure to be a member in good standing with RFPI.
N/A