What does RFP mean?

Certified Financial Planner (RFP) is an international authoritative certification qualification of American Association of Certified Financial Planners (RFPI).

Financial planner originated in the United States, 1969, and a group of financial service professionals from different fields gathered at O'Hare Airport. Everyone felt the shortage in the field of financial services and the contradiction between the increasing wealth of financial products and the public's inability to manage family finances, so they put forward the service concept and professionalism of "paying attention to customers' needs and goals is more important than paying attention to the sales of a single financial product".

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RFPI was founded in 1983 and is headquartered in Ohio, USA. The Institute provides financial planning professional training, qualification certification and membership services, and is the first in the world to use and issue RFP (Registered Financial Planner) professional qualification certificates; Subsequently, the titles of ARFP (Financial Planner) and SRFP (Senior Registered Financial Planner) were established.

RFP was first used in 1983, filed in the US Patent and Trademark Office in 1987, and officially became a federal registered trademark in 1988 (RFP? )。

At the end of 1990s, RFPI began to develop the Asia-Pacific market, and then it was officially registered in the intellectual property departments of China and Hong Kong. Where's SRFP? Trademark.

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