注册财务策划师(RFP)(RFP简介 RFPI RFPI中国中心)

RFPI会员级别(ARFP RFP SRFP)

注册财务策划师(RFP)

RFP简介

证书名称：Registered Financial Planner，中文翻译为注册财务策划师，简称RFP。

其职业特点就是通过科学公正的财务分析程序来对公司或个人的财务计划、投资策略等进行合理规划与管理，有效规避投资和经营风险，实现资产的保值与增值的专业人才。是指运用丰富的专业知识和技能，通过咨询、策划，制定一套符合个人特征的财务策划方案，不断调整客户存款、股票、债券、基金、保险、动产、不动产等各种金融产品组成的投资组合，设计合理的税务及遗产计划，保证其财务独立和金融安全，满足客户长期的财务目标和生活目标的专业人才。

传统财务工作意味着记账和会计报表，而财务策划则意味着转型，离开会计报表和审计，进入企业资本运作，新项目风险收益的投资分析，企业融资、上市，利润调整、资本优化、税务筹划的新领域，一个以先期决策（策划）代替后期繁琐记账的领域。

注册财务策划师RFP专业名衔始用于1983年，起始于20世纪80年代美国金融界，从那时起，在美国一直被尊誉为专业财务策划与水平的标志。RFP执业资格给其拥有者提供了一个与来自财务策划业广阔范围内的专业人士互相交流机会，同时也意味着获得了享有崇高声望的专业资格。

财务策划，代表着国际金融领域最新发展方向的新兴学科，正如其他大多数学科在发展初期一样，许多有着不同背景与眼光的人都被吸引到“财务策划”这个领域。

目前，具备国际财务策划专业水准的人才，已被列为国家紧缺人才培训工程，可见该职业是“全球第一黄金职业”。

RFPI

注册财务策划师学会（Registered Financial Planners Institute，英文缩写RFPI，以下简称RFPI）是一个独立的、非营利性的国际理财师资格认证组织，成立于1983年，总部设于美国俄亥俄州。RFPI提供财务策划领域的专业培训、资格认证和会员服务，在全球首创并提供RFP（Registered Financial Planner，中文译名：注册财务策划师）专业培训课程及资格认证。

RFPI中国中心

2004初，RFPI Asia Operations and China Development Center（美国注册财务策划师学会亚洲事务暨中国发展中心，简称RFPI中国中心），在香港政府部门进行了相关的商业登记后正式成立。

RFPI会员级别

ARFP

ARFP英文全称是Affiliate Registered Financial Planner，即为附属会员。

The Financial Planning Technician has an important role to play, either as support staff to the professional (where they undertake sub professional work in the field of financial management) or by taking the role of private banking in a smaller organisation, where an outsourced professional accountant provides the service of supervision and monitoring. The IARFP offers this technician grade qualification to individuals who, for whatever reason, are unable to continue or do not wish to continue with their studies. A Financial Planning Technician may use the designatory letters AIRFP, and the title Incorporated Associate Financial Planner.

T1 金融投资规划 Financial Investment Planning

T2 个人风险管理与保险规划 Personal Risk Management and Insurance Planning

T3 员工福利与退休计划 Employee Benefits and Retirement Planning

T4 个人税务与遗产策划 Tax and Estate planning

RFP

RFP英文全称是Registered Financial Planner，即为正式会员。

This is the first level of professional membership offered to individuals who have not yet completed the full examination structure but possess the relevant professional work experience. A Full member of the International Association of Registered Financial Planners has the level of competency considered necessary to complete the final Financial Planning of a business. They will have the ability to interpret Financial Planning, which will assist in day to day management decisions. A Full Member may use the designatory letters IRFP.

A1 财务策划概论（含金融市场与公司理财）Financial Planning

A2 投资策划 Investment Planning

A3 融资策划 Project Financing

A4 税务策划 Tax Planning

A5 国际财务管理与风险控制 Wealth Management and Risk Management

A6 财务策划实务（含财务分析与预算管理）Best Practice for Financial Planners

SRFP

SRFP英文全称是Senior Registered Financial Planner，即为资深会员。

This is the final level of the IARFP qualification and demonstrates competence in all aspects of financial management plus the strategic management skills. Fellows will have completed the full examination structure and have a minimum of three years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters FIRFP.

F1 专业会计师 Professional Accountant

F2 公司管治 Corporate Finance

F3 并购与重组 M & A and Restructuring

F4 商务分析与案例综合 Business Analysis and Case Study