How to Become a Registered Financial Planner

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Last Updated on 8 months by DIARYNIGRACIA

 

 

How to Become a Registered Financial Planner 

Different types of financial 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.

 

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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