Frequently Asked Questions
Why RFP ®?Formed in 1983, the Registered Financial Planners Institute (RFPI) 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". 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. | What is the most popular RFPI designation in the and what is the typical profile of a RFPI member?RFP is the most popular designation offered by RFPI and is globally held by thousands of professionals that come from a variety of backgrounds such as financial planning, insurance, banking, investing, and accounting. More information on the designations offered by RFPI on our designations page. |
What education and/or exams does RFPI recognize?RFPI recognizes bachelor's degrees and higher from accredited universities, established continuing education vendors, and passage of exams offered by other professional organizations. Contact us to determine if a particular educational course or designation exam is recognized by RFPI. | How do I know if I qualify for a RFPI designation?The best way to know if you qualify is to review our designation types and submit an application. You can expect to receive an email notification within 5-10 business days on the status of your application. All applications are reviewed on an individual basis.
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