Becoming an RFP® professional requires the completion of four steps.
- Behavioral Financial Planning
- Financial Planning Process
- Investment Planning
- Time Value of Money
- Tax Planning
- Estate Planning
- Insurance Planning
- Financial Planning Practice
Once you have completed the education program, you can take the RFP® Exam. The examination will consist of one Financial Planning case exam and multiple-choice questions.
In order to obtain the RFP® certification, you need to have at least two (2) years of financial planning-related experience. This experience can be obtained before writing the RFP® Exam.
Once you become a RFP® professional, 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.