RFP certificate is an international authoritative qualification that is popular all over the world, and it is one of the professional certifications of investment and financial management industry in the world. Obtaining this certificate means that students can systematically master all the links involved in the process of financial planning, so that they can tailor their own financial planning according to the needs of different customer groups and truly realize the function of helping customers' wealth to "preserve and increase".
What are the RFP application conditions?
1) College degree or above
2) Professionals engaged in banking, insurance, funds, securities, investment, third-party financing, accounting, lawyers, real estate and other financial related industries.
3) People who are interested in the financial management industry and are interested in becoming financial planners.
Anyone who meets any of the above conditions can sign up for the RFP exam.
What are the privileges of RFP Association holders?
1) Obtain RFP Chinese and English qualification certificate and association holder card, and use RFPI official association holder and RFP (registered financial planners) qualification for external use.
2) You can inquire about the qualification of the association's holder synchronously on the websites of official website, USA and the National Talent Project of Finance and Economics.
3) Legally use RFP qualifications and trademarks on business cards, letters and other articles, and obtain authorization to use RFPI-related signs and publicity articles.
4) Get the newsgroup service and blog service provided by RFPI website.
5) Access to the communication service of online association holders on the RFPI website.
6)RFP Phase VIII RFP Continuing Education-Free learning rights for post-training courses.
7) RFP certified lecturer opportunities in registered financial planners, USA.
In which industries are RFP licensees distributed?
Based on the authority and comprehensiveness of RFP, the current licensees are widely distributed, mainly in insurance, banking, brokerage, third-party wealth, funds, lawyers, accountants, tax agents and other industries (including professional and technical posts).
The certificate of RFP financial planner is valid for the back office and field practitioners of insurance companies, insurance brokers, insurance agents, training managers, training lecturers, group training positions, directors, sales managers, sales managers and senior salesmen.