Certification Process

Becoming an RFP^® professional requires the completion of four steps.

1. Education

You must complete the education program offered by RFP^® Philippines. The program consists of the following courses:

(1) Behavioral Financial Planning

(2) Financial Planning Process

(3) Investment Planning

(4) Time Value of Money

(5) Tax Planning

(6) Estate Planning

(7) Insurance Planning

(8) Financial Planning Practice

2. Examination

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.

3. Experience

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.

4. Ethics

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.