Registered Financial Planner (RFP)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | Registered Financial Planners Institute (RFPI) |
| Qualification and Training Requirements | |
| Prerequisites | Candidates must have at least two years’ relevant experience in financial planning. |
| Designation Training Requirements | 240 training credits offered by a recognized education provider |
| Designation Exam Type | Online, proctored certification exam |
| Continuing Education Requirements | 20 hours annually |
| Verification and Complaints | |
| Online Designation Resource | Online at Search for a Designation Holder |
| Investor Complaint Process | Online at Report Misconduct |
| Published List of Disciplined Designees | Online at Disciplined Individuals |
