Designations

Two types of designations are offered to professional financial planners. Additionally, all candidates and designation holders are required to adhere to Code of Ethics and Standard of Practice.

Registered Financial Planner

REQUIREMENTS

  1. Must have at least two (2) years financial planning experience in their respective field.
  2. Must have already completed 120 hours of approved education, and show evidence of passing exams related to area(s) of expertise.

MEMBERSHIP BENEFITS

  1. Personalized RFP designation, wall certificate, and membership card
  2. RFP Logo stickers & Lapel pin
  3. Listing on the website
  4. Free advertising for your company and services (restrictions apply)

COST

  1. $150 annual dues plus one-time processing fee of $50.00.

Affiliate

Undesignated membership is open to anyone with a genuine interest in financial planning and who agrees to adhere to the Code of Ethics and Standard of Practice.

REQUIREMENTS

  1. Upon acceptance of an Affiliate membership, the applicant agrees to complete a recognized 120 hours course of study.

MEMBERSHIP BENEFITS

  1. Ability to upgrade to the RFP designation once meeting all educational and experience requirements

Requirements

  1. Personalized membership card
  2. Listing on the website

Cost

  1. $75.00 annual dues plus one-time processing fee of $25.00.

Important

Candidates must fully complete an application form and meet any other qualification criteria as applicable to the ARFP or RFP designations. The Board and Admissions Director will review all qualifications and experience and will assign the appropriate designation. Failure to pay the annual dues in any year after the initial application or failure to submit CEU’s shall result in a forfeiture of the previously assigned designation and relinquishment of the right to any further use of ARFP or RFP designation(s).

A member may be expelled, suspended, or disciplined if:

1. Violates any of the code of ethics, state laws or federal laws in the country or in the region that the member practices.

2. Has been found guilty by the board of directors of any act discrediting to the financial planning profession.

3. By not fulfilling twenty (20) hours of continuing education’s every three (3) years in the irrespective field of financial planning.

4. Failure to be in good standing.