RFP City Certified Financial Planner is an internationally authoritative certification qualification developed by the American Institute of Certified Financial Planners (RFPI).
Financial planners originated in the United States. In 1969, a group of financial service professionals from different fields gathered at Chicago O'Hare Airport in the United States. We are aware of the shortcomings in the field of financial services, as well as the contradiction between the increasing abundance of financial products and the public's inability to manage family finances, so we put forward the service concept and professionalism of "focusing on customer needs and goals is more important than focusing on the sales of a single financial product" Spirit.
Extended information:
RFPI was established in 1983 and is headquartered in Ohio, USA. The Institute provides professional training, qualification certification and membership services in financial planning, and was the first in the world to use and issue the RFP (Registered Financial Planner) professional qualification; later it established ARFP (Financial Planner) and SRFP (Senior Registered Financial Planner) Title.
RFP was first used in 1983, filed with the US Patent and Trademark Office in 1987, and officially became a federally registered trademark (RFP?) in 1988.
In the late 1990s, RFPI began to develop the Asia-Pacific market, and then officially registered the RFP? and SRFP? trademarks in the Intellectual Property Department of Hong Kong, China.
Baidu Encyclopedia——RFP