If you can say yes to all of the following criteria, you are eligible for an Associate Membership in the Institute of Advanced Financial Planners™ (IAFP®):
Equivalency is defined as:
Now that you have determined that you are eligible, the next step in becoming an R.F.P.® is to join the IAFP®. Associate Members are expected to become R.F.P.®s within 18 months. The current annual fee for Membership is $375.
Now the work begins.
Associate members are expected to complete the following steps:
To achieve R.F.P.® membership status, Associate members are required to write the R.F.P.® exam(s):
These exams are based on industry knowledge and experience as well as the Code of Ethics and Practice Standards of the IAFP®.
Pay the exam fee of $50 and pass the Ethics and Practice Standards exam.
Pay the exam fee of $250 and pass the Technical exam (this is a case study based exam).
Associate members who are preparing for the R.F.P.® Technical exam may want to purchase additional study materials available directly from the publisher, Gobeil & Associates. The Personal Financial Planners ManualTM will guide you through current and up-to-date concepts, definitions and strategies.
Do you have your CFP or CFA®? You may be eligible to complete your R.F.P.® through our Fast Track program.