Conferred by the Registered Financial Planners Institute (RFPI), this designation displays expertise in financial planning. Advisors can either obtain a two year designation if they have two years of financial planning experience, or a five year designation if they have five years of financial planning experience. There is no examination, but an advisor must complete 70 hours of coursework and agree to a code of ethics.
Registered Financial Planners Institute (RFPI)
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