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Examination
Exemption Policy
Membership Category
Continuing Education
Path to RFP Designation
Code of Ethics
RFP Certificate Sample
Examination
1. Module: (1) Financial Planning Fundamentals, (2)
Investment Planning, (3) Insurance Planning, (4) Tax
and Retirement Planning, and (5) The Process and
Practice of Financial Planning.
2. Exam Type: 100 multiple-choice questions per
module.
3. Language Medium: Chinese, or supplemented with
English.
4. Pass Score: 60%. All five papers should be
completed within five (5) years.
5.
Exam requirement: RFP Professional Diploma Holder,
RFPI Affiliate Member, and approved applicant under
exemption policy.6. Exam fees,
schedule, location and other detailed information
will be announced in the further notice on this web
site.
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Exemption Policy
According to related regulations of RFP
International Board of Standards, Chinese candidates
who comply with following requirements may apply
parts or all modules of examination:
1. Holding International designations, e.g. CPA/ACCA/CGA,
CFA, CFP, ChFC, CFC, RFC, CLU, LUTC, JD, LLM, PhD,
etc.
2. Holding Chinese national certified or qualified
designations, e.g. accountant, lawyer, economist,
appraiser, etc.
3. Teaching in finance, economics, law and related
fields at universities or higher education
institutions with senior ranks.
4. Holding Chinese professional licenses with
working experience in bank, insurance, securities,
investment, accounting, real state, law and other
related fields.
5. Having special experience or outstanding
contributions in financial planning industry.
Please contact directly with RFPI China Development
Center for more information or application.
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Membership Category
Student Member
Anyone is interested in financial planning and
agrees to observe the RFP’s Code of Ethics, or
taking RFP Professional Diploma Program, but not
passed exams. No eligible right to use the
designations.
Affiliate Member
Who has exempted or passed exams, but no enough
experience. Use the designation of “ARFPI” only but
not eligible for “RFP” yet.
As an Affiliate Member, you will receive:
- Your RFPI’s designation and membership card
- A subscription to the RFPI’s online newsletter
Ordinary Member
Who has exempted or passed exams with at least two
(2) years relevant experience, Use the designation
of “RFP” (Registered Financial Planner).
As an Ordinary Member, your will receive:
- Your RFPI’s designation and membership card
- Your RFP designation and wall certificate
- RFP logo stickers and lapel pin
- A subscription to the RFPI’s online newsletter
- Plus various other materials
Fellow Member
Ordinary Member must have more than five (5) years
relevant post-admission experience. Use the
designation of “SRFP” (Senior Registered Financial
Planner).
As a Fellow Member, your will receive:
- Your RFPI’s designation and membership card
- Your RFP designation and wall certificate
- RFP logo stickers and lapel pin
- A subscription to the RFPI’s online newsletter
- Plus various other materials
Honorary Member
Nominated by a RFPI director and approved by the
Board. Use the designation of “Hon.RFP” or “Hon.SRFP”.
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Continuing Education
All members and RFP must complete a minimum of 10
hours per year of professional continuing education
in the field of personal finance and professional
practice management. This may include college
courses, educational symposiums, credentialed
courses, distance learning programs and practitioner
conferences.
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Path to RFP Designation
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Code of Ethics
A RFP will only financial plan in their field of
expertise and maintain the interest of the client
first.
A RFP should maintain competency of practice by
continuous education, training, study and
experience.
A RFP is discouraged from making any misleading,
false or unwarranted statements to a client or
prospective client.
A RFP establishes personal responsibility for
knowledge of the laws and regulations of the field
in which their work for remunerations is involved.
A RFP will not accept and complete a financial
planning assignment without having acquired the
knowledge necessary to complete such assignments
competently, unless the planner is associated with
such a person who has the knowledge, and discloses
the lack of knowledge to the client prior to
accepting the assignment.
A RFP must disclose to the client the possibility of
receiving compensation from sources other than the
client if work is being performed on a fee basis,
and the client acts upon your recommendation.
A RFP should report anyone who represents themselves
as a member of the Institute and uses the RFP logo
or designation fraudulently.
A RFP must not discriminate between race, creed or
color for prospective client desiring the services
of a member.
A RFP shall comply with any other code of ethics
or/and laws as set forth by their particular state,
region or country.
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RFP Certificate Sample
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