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 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 Insurance Trust Professional

  RFP Qualified Tax Advisor

  RFP Certified Legal Quotient Consultant

  RFP Certified Personal Health Consultant

  RFP Certified Estate Planner

  RFP Certified Family Education Planner

• RFP Certified Life Insurance Advisor

  RFP Certified Global Private Banker

  RFP Certified Precious Metals Analyst

  RFP Chartered Pension Planner

  RFP Individual-Inocme-Tax Declaration Preparer

  RFP Professional Tax Planner

  RFP Certificated Wealth Planner

  RFP Certificated Wealth Management Planner

  RFP Health Management Professional