At the Institute of Advanced Financial Planners™, we want to encourage you to complete the R.F.P®. track as soon as possible so that you can become a professional member of this prestigious organization and have access to our full suite of benefits.
At the Institute of Advanced Financial Planners™, we believe it is important for our members to attend our annual Symposium. The Symposium provides an opportunity for members to network, expand their knowledge and planning skills, get CE credits and make new friends.
When you complete your R.F.P.®, you will receive a complimentary one year registration to our Symposium ($945 value) and be recognized by our membership as the up and coming graduate that you are.
For information on this year’s Symposium, click here.
Any Associate member who has their CFP designation qualifies to write a three hour version of the R.F.P.® Technical exam instead of the standard six hour exam.
CFA charterholders are exempt from writing our Ethics exam and are eligible to write a three hour version of the R.F.P.® Technical exam instead of the standard six hour exam.
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