RFPI has developed tailored content for an extensive range of financial advisory and financial planning educational courses. It collaborates with partner organizations to adapt these courses to local contexts—all as part of its SPECIALIZED CERTIFICATE PROGRAMS.

In addition, RFPI has aligned the content of its SPECIALIZED CERTIFICATE PROGRAMS with its REGISTERED FINANCIAL PLANNER Framework. This framework undergoes regular updates to ensure its content remains timely, relevant and professionally rigorous.

Should you be interested in partnering with RFPI to customize and deliver one or more Specialized Certificate Programs in your region, or wish to propose the development of a new program under RFPI branding, please contact us via email at info@rfpi.com for further details on potential collaboration.

Specialized Certificate Programs

• RFP Certified Global Private Banker

  RFP Certified Precious Metals Analyst

  RFP Certified Family Office Architect – Family Wealth Succession Planner

  RFP Certified Family Office Architect – Chief Family Trust Architect

  RFP Certified Family Office Architect – Global Family Office Architect

  RFP Certified Medical Escort

  RFP Certified Family Education Planner

  RFP Certified Insurance Trust Professional

• RFP Certified Life-insurance Underwriter

  RFP Certified Family Asset Architect

  RFP Chartered Tax Planner

  RFP Certified Estate Planner

  RFP Certified Trust Planner

  RFP Certified Family Pension Planner

  RFP Certified Personal Health Consultant

  RFP Certified Wealth Tax Preparer