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 designation 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. Since 2025, to further advance the professionalization of the RFP designation and reinforce the organization’s member-centered public welfare and independence, RFPI was in the process of transitioning 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 60,000 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 and RFP designees 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 · Enthusiasm
Vision: To forge RFP designation as a worldwide golden standard in financial planning.
Mission: Better Planning · Better Life