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Financial Planner?

Find a RFPSearch amongst thousands of RFPI members, all of whom follow RFPI's Code of Ethics.

Questions about Financial Planning?

 
 

Why RFP ®

The public is looking for a financial planner who demonstrates a commitment to competency, and financial professionals want an established certification that sets them apart in a globally spreading financial planning profession.

Formed in 1983, the Registered Financial Planners Institute ® has grown into a worldwide membership organization with thousands of members who use the established RFPI ® designations to help them distinguish themselves in the pool of those who call themselves "financial advisers".

Designations

Whether you are already a financial planner or have recently decided to enter the profession, RFPI has a designation type to match your educational and experience background.

Affiliate

Affiliate
Open to anyone with an active interest in financial planning... More

RFP

RFP
For professionals with two or more years of experience... More

SRFP

SRFP
For professionals with five or more years of experience... More


Education

A worldwide collabration of chapters is the backbone of RFPI ®. Each chapter serves to advance financial planning, supporting efforts that help the public learn the value of financial planning education.

 

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Ask RFPI ®

We've launched a new website and we want to hear from you.

In time, we will list those questions that were asked the most along with links to the answers. Thank you for supporting RFPI ®.