Search amongst thousands of
worldwide RFPI members,
all of whom follow RFPI's
Code of Ethics.
Looking for a
Financial Planner?
Questions about Financial Planning?
REQUIREMENTS
> Must have at least five (5) years financial planning in their respective
field.
> Must have at least an associates degree or equivalent with an emphasis on personal taxation.
> Must have a minimum of 60 hours of education in estate & retirement planning.
> Must have a minimum of 30 hours of education in investment products.
> Must have at least an associates degree or equivalent with an emphasis on personal taxation.
> Must have a minimum of 60 hours of education in estate & retirement planning.
> Must have a minimum of 30 hours of education in investment products.
MEMBERSHIP BENEFITS
> Personalized RFPI ® designation, wall certificate, and membership card
> RFPI ® Logo stickers & Lapel pin
> Listing on the RFPI ® member website
> Subscription to the RFPI ® online newsletter
> Free advertising for your company and services (restrictions apply)
> Discussion group and blog participation
Important
Candidates must fully complete
an application form and meet any other qualification criteria as
applicable to the RFPI® Affliate or RFP® 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 that the 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.
4. Failure to be a member in good standing with RFPI®.
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