Registered Financial Planner (RFP)

The R.F.P. designation is conferred by the Institute of Advanced Financial Planners. R.F.P.s are full-time practitioners required to follow a comprehensive process factoring in all related components to help their clients navigate through complex financial situations. To earn the designation, R.F.P.s must successfully complete a case-based technical examination and submit a multifaceted, comprehensive financial plan for peer review.

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August 17th, 2022