USA Designations

The Registered Financial Planners Institute (RFPI) offers two designations in the United States:

1. RFP – Registered Financial Planner

2. ARFP – Affiliate Registered Financial Planner

Descriptions are below. Application is by PDF (typed or printed). Former members can apply for reinstatement by PDF (typed or printed).

Upon acceptance into the institute, all members are required to abide by the RFPI code of ethics and maintain CEUs related to their field of expertise and/or professional license. All members will receive a wall certificate and can be searched in our online members listings. A successful membership to RFPI ® is for one year and must renewed annually for a membership to remain active.

Registered Financial Planner

$150.00 annually

(plus $50.00 one-time processing fee)

APPLY

The RFP designation is our most popular membership type in the United States

Requirements

Two or more years of experience in providing professional financial services such as financial planning (ex. retirement, insurance, taxes), banking services, and accounting. Additional specialties will be considered on a case by case basis.
Ideally, all USA candidates will hold a professional license(s) such as series 6, 7, 3, 63, 65, and 66 (FINRA), or licenses issued by state departments of insurance. Proof of up to date CEUs must also be provided.
In the absence of a professional license, consideration will be given to candidates with a bachelor degree in a financial planning related degree (ex. finance, accounting) in combination with extensive years of experience.

Affiliate Registered Financial Planner

$75.00 annually

(plus $50.00 one-time processing fee)

APPLY

The ARFP ® designation is open to anyone with an active interest in financial planning and who agrees to observe the RFPI code of ethics.

Requirements

Two years financial planning experience in their respective field.

Benefits

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

Important

Candidates must fully complete an application form and meet any other qualification criteria as applicable to the RFPI, SRFP or ARFP designations. The Board and Admissions Director will review all qualifications and experience and will assign the appropriate designation. The SRFP designation is by special invite from the USA Headquarters of RFPI. Failure to pay the institute’s 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 the RFPI name and 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 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 CEU requirements of their respective professional license.

4. Failure to be a member in good standing with RFPI.