Registered Financial Planners Institute (referred to as RFP Institute or RFPI) is a leading global organization in professional standards and certifications for the financial planning industry. Upholding the mission of " Better Planning · Better Life ", RFPI is dedicated to forging RFP certification system as a worldwide golden standard in financial planning. Guided by its core values of Professionalism, Integrity and Enthusiasm, RFPI is committed to building a global community of elite financial planners.

Since 1983, RFP designation has been sponsored and issued by RFPI. To advance the global development of the RFP designation, RFPI has established an International Alliance over the past 40 years. In August 2025, to further advance the professionalization of the RFP designation and reinforce the organization’s member-centered public welfare and independence, RFPI was officially transitioned to a non-profit entity. Meanwhile, International Board was established as the highest decision-making body of RFPI, with a mandate to fully advance the global popularization of RFP designation.

RFPI has established an international qualification framework including RFP (Registered Financial Planner) and ARFP (Affiliate Registered Financial Planner) designations, along with specialized certificates in multiple fields, such as retirement planning, health planning, taxation planning, and family office, etc. By consistently identifying, cultivating, and certifying elite talents with exceptional professional competence and ethical standards for the global market, RFPI drives the industry toward greater professionalism and standardization.

Recognized as a premier benchmark in global financial planning, RFP designation has stood as a symbol of excellence for more than four decades since it was officially registered as a U.S. federal trademark in 1988. Today, over 80,000 RFP certificate holders rank among the world’s leading financial planning professionals. Their extensive service network spans more than 20 countries and regions, including the United States, Canada, Switzerland, Australia, South Africa, China, Japan, Singapore, the Philippines, Malaysia, South Korea, India, Vietnam, Hong Kong SAR, and Taiwan (China).

RFPI has developed the RFP "1+7+N" certification system, now widely recognized as a leading standard in the global financial planning profession. We continuously identify, develop, and certify top-tier professionals with deep expertise and unwavering ethical standards—helping raise professional rigor and promote consistent, standardized practice across the industry

The RFP "1+7+N" certification system consists of "1" core designation program, "7" professional certification programs and "N" specialized certificate programs.

The "1" core designation program builds up capabilities in comprehensive financial planning that covers the client’s whole-life, including the RFP Registered Financial Planner, ARFP Associate Registered Financial Planner, and SRFP Senior Registered Financial Planner.

The "7" professional certification programs precisely address the core needs of high-net-worth clients, forming a closed loop of "Needs-Tools-Implementation". They consist of seven professional certifications in the domains of family office services, legal quotient, insurance trust, estate planning, taxation planning, personal health management, and education planning.

The "N" specialized certificate programs are designed to respond to cutting-edge market demands with offerings including the RFP Certified Life Insurance Advisor, RFP Certified Global Private Banker, RFP Certified Precious Metals Analyst, RFP Chartered Pension Planner, RFP Individual-Income-Tax Declaration Preparer, RFP Professional Tax Planner, RFP Certificated Wealth Planner, RFP Certificated Wealth Management Planner and RFP Health Management Professional, among others.

Through the RFP "1+7+N" Certification System, RFPI systematically drives financial practitioners to transition from a product-selling mindset to a professional planning orientation. It delivers comprehensive financial planning solutions to institutions, spearheading the industry’s evolution from an era of scale-focused expansion to a new value-driven age of specialized in-depth cultivation.

RFPI and holders of RFP "1+7+N" certifications deliver exceptional wealth management solutions to individuals, families and institutions while upholding a commitment to enhancing overall societal wealth and guiding the global financial planning industry toward a higher-quality and more sustainable future.

Value: Professionalism, Integrity and Enthusiasm
Vision: To forge RFP certification system as a worldwide golden standard in financial planning.
Mission: Better Planning · Better Life