Learn Quick! How to Become a Registered Financial Planner in 5 Instructive & Simple Ways

 

 

How to Become a Registered Financial Planner 

Different types of financial planner professionals earn this credential including Stock Market Professional, registered investment advisors, insurance agents, estate planners, bankers, and tax professionals. Many in the financial industry can benefit from carrying the RFP mark on their business card.

Earning this prestigious certification indicates additional knowledge and expertise as well as a willingness to work hard.

If  you are interested in being a Certified One, You must;

 

1. Substantial commitment of TIME and RESOURCES (Money)

It is an Eight-week long series of classes at the Crowne Plaza Galleria, Ortigas Center, Pasig City, Philippines. Meaning to say, you should have dedicated time to attend the class with a goal that you will finish it. Next, you must have allocated resources for this investment because it has a significant amount of fee to be considered, fare, tuition, etc.

 

2. Educational Coursework

All RFP candidates must complete courses offered by the institution that has been approved. The courses cover the following subjects:

• Behavioral Financial Planning
• Financial Planning Process
• Investment Planning
• Time Value of Money
• Tax Planning
•  Estate Planning
• Insurance Planning
• Financial Planning Practice

 

3. Pass the qualifying examination

You must successfully complete the RFP comprehensive certification examination, which tests the individual’s knowledge on various key aspects of financial and investment planning. Earning the RFP certification signifies a commitment to professional development and indicates that the individual possesses advanced knowledge and expertise in financial planning. This credential not only demonstrates proficiency but also reflects a dedication to hard work and ethical standards in the financial services field. Professionals in the financial sector can reap numerous benefits from obtaining the RFP designation:

• Enhanced Professional Image: Carrying the RFP mark helps in establishing a strong professional identity, which can attract clients.
• Regulatory Recognition: The RFP designation is recognized by regulatory bodies, allowing holders to apply for various licenses, such as those required for financial advisers and investment advisers.
• Access to Resources: Certified RFPs often gain access to exclusive educational resources, networking opportunities, and industry insights that can further their careers.

 

4. Professional Experience

You need to have at least two (2) years of financial planning-related experience. This experience can be obtained before  writing the RFP exam, and if you don’t have it, I found it difficult for people who doesn’t have this experience because during case examination, you cannot handle it or it will take time for you.

 

5. Ethics

You must attest that you have complied with the RFP Code of Ethics and have met the annual Continuing Education requirements each year. The RFP designation must also be renewed annually.

Compliance with these ALL critical areas assures you that an individual who holds the RFP  is well prepared and qualified to give you sound, professional advice.

 

As a result of its established recognition and credibility as a symbol of educational competence and continued commitment to financial planning excellence, RFP recommends the use of a Certified Financial Planner for your financial planning needs.

 

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